Ensuring Financial Wellness for Employees!
Employers offer wellness programs that include physical and mental support but often fail to provide financial education as a part of their full wellness plan.
Additionally, thousands of dollars per year per employee is spent investing in employees financial future but assistance is not provided to address the day-to-day financial issues that employees face. Americans constantly worry about money problems and these worries go unaddressed by employers.
This session will focus on how to help your employees address this challenging topic of personal finance at a time that for is more necessary than ever for many. Learn how to make a direct impact on finances for employees and yourself.
By attending this session you will:
- Gain a better understanding of the impacts of financial stress on people
- Learn ways to help address this issue
- Gain access to free resources for your own personal financial situation
For going on 6 years, Cassie has been helping clients navigate the many financial challenges in the present, so they can experience a more meaningful and joyful financial future.
She is part of The Next Level Planning Group, a team of 13 dedicated to solving an acute structural problem that exists in the financial services industry. Cassie and her team go way beyond "better than" tactics to discover optimal strategies.
She is married to her husband, Leke, going on 6 years. Their adventure together began while she was on vacation in Ireland where they instantly knew they had something special. After 3 years of long…long distance, they were reunited and were married in 2014. They now have a vibrant and enthusiastic 4-year-old daughter and an eagerly growing 2-year-old son.
Dedicated to honing the craft of financial planning, Cassie obtained the exclusive CERTIFIED FINANCIAL PLANNER designation. She is inspired to help educate, empower and enrich the lives of her clients and is especially passionate about lowering the barriers to entry for people who need and want financial guidance regardless of their current financial situation.
This session is sponsored by:
This session is pending approval for SHRM Professional Development Credits (PDCs) and HRCI re-certification credits.