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PSNC 2020: Promoting Lifelong Financial Wellness for Employees

Wed, Sep 23, 2020 · 12:30 PM · Eastern Time (US & Canada)
About This Webinar

Employees need skills throughout their lives to achieve financial wellness, and financial independence, at different stages. While traditional education has dealt with retirement plans and investing, now, it’s expanded. Financial literacy and wellness programs teach how to budget, manage debt, pay for major life events and create retirement income, including discussing Social Security. Learn how to create a program for employees that promotes lifelong financial wellness.

Categories:
BUSINESS & FINANCE
Who can view: Everyone
Webinar Price: Free
Featured Presenters
Webinar hosting presenter
 Senior Director, Global Employee Benefits
April Bettencourt joined VSP Vision Care as Benefits & Payroll Manager in January 2001. In August 2008, VSP acquired Marchon Eyewear, creating VSP GlobalSM and expanding April’s responsibilities to include both domestic and international employees. April is currently responsible for all benefits and payroll administration, including wellness, worker’s compensation, and disability management, for VSP Global’s 3,000 employees worldwide.
April’s 26-year career in Human Resources, with an emphasis on Benefits Administration, began in the savings and loan industry, where she participated in various mergers and acquisitions.
Webinar hosting presenter
Principal, Founding Member
Webinar hosting presenter
Executive Director
Sudhir Tauro leads UBS Wealth Management Americas’ Employee Wealth Services Group supporting the Equity Plans, Financial Wellness and Retirement Consulting businesses. In his role, Sudhir is responsible for developing, coordinating, and managing the overall experience UBS delivers to all corporate client employees. Sudhir has over 15 years of financial services and management consulting experience specializing in Wealth Management, Corporate services, Digital transformation, Sales and Service optimization and platform management. Prior roles included COO, Sales and Service at E*TRADE where he was responsible for platforms, roadmaps and implementation of a wide range of strategic initiatives including participant and active trader experience. Sudhir has an MS in Computer Science from University of California, Riverside and earned an MBA from New York University, Stern School of Business.
Webinar hosting presenter
Managing Editor
Webinar hosting presenter John M
Managing Editor, PLANADVISER.com
Webinar hosting presenter Alison Cooke M
Executive Director, ISS Media
Webinar hosting presenter Judy H
Managing Editor Print, PLANADVISER.com
Documents
PDF
UBS_Financial_Wellness_Factsheet_Jul2020.pdf
PDF
UBS_Financial_Wellness_Live_Day_Menu.pdf
PDF
RPCS_Capablilities_generic.pdf
PDF
RAPID_PlanManagementRoadmap_DWN.PDF
PDF
Speaker_Bios_-_Day_3_–_Promoting_Lifelong_Financial_Wellness_for_Employees.pdf
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