Including Emergency and Short-Term Savings in Your Financial Wellness Program

$149.00

SKU: 410321

Description

Learn how to include emergency and shortterm savings into your employee financial wellness program.
There is no lack of evidence about the struggles that mostall of us have with financial matters. At the foundation of these challenges lies dealing with the most immediate shortterm financial obligations, such as paying monthly bills and dealing with the inevitable unexpected emergencies that may arise (car maintenance, broken refrigerator, etc.). This presentation will help HRbenefits decisionmakers, brokersconsultants, and others interested in the broader financial wellness topic to understand the importance of emergencyshortterm savings, where this topic fits within an overall benefitsfinancial wellness program, and how to go about putting a program in place to the benefit of employeesmembers and the employersponsor.

Date: 2022-11-18 Start Time: 1:00 PM ET End Time: 2:05 PM ET

Learning Objectives

* You will be able to describe the importance of emergency and shortterm savings.

* You will be able to identify causes of financial stress.

* You will be able to discuss where emergency savings fits within an overall financial wellness strategy.

* You will be able to explain how to launch a successful emergency savings program.

The State of Financial Illness in America and Where Emergency Savings Fits in
• What Are the Causes of Financial Stress?
• What Is Emergency Savings?
• What Counts as an Emergency?
• How Much Is Needed, and Where Should the Funds Be Kept?

Research That Validates the Need for Emergency Savings

Where Emergency Savings Fits Within an Overall Financial Wellness Strategy
• Understanding the Larger Financial Wellness Challenge
• How Emergency Savings Can Help an Individual Become Financially Well Overall

Keys for an Employer or Sponsor to Launch and Maintain a Successful Emergency Savings Program
• Options and Vendors to Choose From
• A Proven Process to Drive a Successful Program

HR Certification Institute ,CPE ,SHRM ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Jeffrey P. Tulloch-Financial Wellness Consulting, LLC