Name
Financial Wellness Means What?
Date & Time
Monday, October 16, 2023, 11:00 AM - 11:30 AM
Alexander Assaley
Description

 

With the evolution of personalization vis-a-vis Managed Accounts, Emergency Saving and Student Loan Accounts, and evolved Financial Wellness programs, we still have a broad and vague definition of "financial wellness" in the workplace. In the session, we'll share our views on the key components of a successful financial wellness program including what should be offered, how it should be delivered, and how to monitor and track its success.

Location Name
Annapolis 3-4
Session Type
Breakout Session