Your Role in Addressing Financial Wellness in the
Workplace
Thursday, August 18 from 1:00 p.m. to 2:00 p.m. ET
Ninety-one percent of employers believe offering their employees financial wellness support is important, yet only 33 percent do so.1 As employees face a rising tide of economic anxiety due to volatile market conditions, record inflation, and increased interest rates, retirement advisors have a unique opportunity to display their expertise and support more employees with comprehensive financial wellness.
Join Daniel Bryant, author of The Financial Wellness Mandate, former CEO of Sheridan Road Financial, and Sasha Grabenstetter, AFC® Financial Planning Education Consultant at eMoney, as they discuss the perfect storm of financial hurdles employees face and the role retirement advisors can play in helping employers build a more confident and engaged workforce.
Presenters
Daniel Bryant
Author of The Financial Wellness Mandate and founder and former CEO of Sheridan Road Financial
Sasha Grabenstetter, AFC®
Financial Planning Education Consultant
eMoney Advisor
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1 eMoney, Plan Sponsor Financial Wellness, January 2022, n=509
Services provided by Incentive® are not intended to provide legal or tax advice and should not be construed as personalized investment advice.