Financial Well-Being: What It Is and Why It Matters

Making financial well-being part of your broader engagement strategy

Almost 20% of Americans spend 5+ hours per week thinking about financial issues while they’re at work [i].

That financial stress affects employee productivity[ii], which may affect overall business performance or efforts to create a culture of health.

On November 16, RedBrick Health hosted Financial Well-Being: What It Is and Why It Matters, a webinar where expert panelists shared their insights on this topic, including:

  • What matters most: the behaviors most linked to long-term success
  • Tips to help individuals form habits that produce better financial fitness
  • How to get started, including where to focus and mistakes to avoid
PwC’s Employee Financial Wellness Survey: 2013 results
ii PwC’s Employee Financial Wellness Survey: 2016 results

Access the webinar recording, download the research brief or talk with us to learn more.

 

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Expert Panelists

    Steve Blume: Director, Fiduciary Strategies, RBC Correspondent & Advisor Services
The focus of Steve’s work is helping leadership teams and their financial advisors adapt, navigate and thrive in the changing fiduciary landscape of the industry.
 
    Ryan Geyer: Director, CX Strategy & Design, Transamerica.
Ryan oversees the enterprise digital strategy, and the design and development of a unified customer experience. His expertise is customer engagement tools that drive business revenue.
 
    Lauren Olson: Assistant Vice President, Financial Education Strategy, U.S. Bank.
Lauren has developed and initiated the integration of differentiated financial education solutions and resources for employees and consumers.