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Getting the most out of your Financial Wellness benefit

March 25, 2020 at 01:00:00 PM · Eastern Time (US & Canada)
About This Webinar

What is Financial Wellness, and how will it impact the American worker? Very simply – Financial Wellness is a benefit that will alleviate stress from a person who needs guidance sorting out their financial situation, whatever it may be. A benefit that will make happier, healthier, and more productive workers.

Join industry experts as they go through; tactics to engage employees with a wellness program, bandwidth gain to HR by decreasing an already busy workload and real-life examples they have seen in companies that invest in such a benefit

Agenda
  • Engagement is what matters
  • What is Financial Wellness
  • Case studies/real life examples
Categories:
BUSINESS & FINANCE
Who can view: Everyone
Webinar Price: Free
Featured Presenters
Webinar hosting presenter
Head of Retirement Product, Ascensus
Dan Basile is the head of product for Ascensus’ retirement division. Dan’s team is responsible for the full lifecycle of Ascensus’ retirement product offering from idea conceptualization through delivery and, including, ongoing management of the product set.

Prior to joining Ascensus, Dan was a managing director and the head of product management for BlackRock’s U.S. & Canada defined contribution business. He led product efforts across both institutional and advisor-sold sales channels, while overseeing the team responsible for all aspects of product delivery, including pricing, implementation, and driving the technology agenda. Previously, Dan served in a number of senior positions across retirement, benefits outsourcing, and technology at Aon Hewitt and MetLife.

He received a Bachelor of Arts degree in Mathematics from Gettysburg College and holds his Series 7, 66, and 24 licenses.
Webinar hosting presenter
Director, Financial Wellness Think Tank
Greg joined Financial Finesse 14 years ago. He oversees all financial wellness data and statistics collected by Financial Finesse over their 20-year history and oversees the Think Tank’s production of industry-leading research on Financial Wellness in the workplace. His award-winning work on calculating the ROI of an effective financial wellness benefit has earned him recognition as a thought leader in the financial wellness industry. Greg works extensively with the Society of Actuaries (SOA) and is the Vice Chair of Employee Benefit Research Institute’s (EBRI) Financial Wellbeing Research Center. He also recently co-authored a series of briefs with the SOA’s Aging & Retirement Strategic Research Program. He earned his BS in Statistics in 1994 and his CERTIFIED FINANCIAL PLANNER™ designation in 2004. When Greg is not busy helping shape the financial wellness industry, he enjoys fishing, vacationing with his family, and serving in Christian ministry.
Webinar hosting presenter
Principal GRP Financial
Global Retirement Partners provides independent large market retirement plan consulting services to small and mid-market retirement plans. Our team has experience working with plans between $1 million and $4 billion in assets covering all possible industries and challenges. We have managed over 80 individual company’s retirement plans with total assets exceeding $11 billion.
Webinar hosting presenter
Business Consulting, GRP Advisor Alliance
Bill is a career retirement industry professional, with several years of experience. His work history includes working with clients at American Century Investment’s Business & Retirement desk in Kansas City, for the Defined Contribution Investment desk at Putnam investments in Boston, MA. Ultimately joining the Retirement aggregator group ‘Global Retirement Partners Advisor Alliance’ which brings best in class product, services and advocacy to forward thinking retirement focused advisors.