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Moving the Needle: 3 Approaches to Implementing Financial Wellness into Your Organization

Skill Building Session III 
 
Title: Moving the Needle: 3 Approaches to Implementing Financial Wellness into Your Organization
 
Speakers: Kelley Long,  CPA/PFS, CFP, Financial Planner, Financial Finesse 
 
Description:  With about 1 in 4 in the workforce living paycheck to paycheck, 85% of employees reported feeling at least some level of financial stress last year, leading to almost 90% of employers planning to add some type of financial wellness benefit this year. As this trend grows exponentially each year, it’s becoming increasingly challenging for corporate wellness departments and benefits managers to evaluate the varying options available. Learn which approach is best based on your business needs and how to select the best partner in fulfilling your needs.
 
Objectives: 
• Determine which approach is best for your business needs
• Learn best practices for each approach
• Distinguish the differing offers in the current marketplace
• How to measure outcomes and return on investment
 
Speaker Biography: 
Kelley Long is a Financial Planner with Financial Finesse providing financial education to employees of Fortune 1000 firms through the Financial Helpline, live workshops and webcasts while also managing the company’s social media. She is the author of the Financial Finesse Think Tank’s annual Gender Gap research report and serves on PSCA’s Education & Communication committee. Prior to joining Financial Finesse in 2015, Kelley held a variety of roles in the financial industry, always seeking a way to help people with their money without having to sell them a product or manage investments. As a volunteer spokesperson for the Feed the Pig ad campaign, Kelley is frequently quoted in the press and has also been published in the Wall Street Journal. She’s a magna cum laude graduate of the Lee Honors College at Western Michigan University and is also a Certified Public Accountant with the Personal Financial Specialist designation.
 
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N19W24400 Riverwood Drive Suite 260 Waukesha, WI 53188-1185

Call us: 262.696.3656
Email us: wcwi@wellnesscouncilwi.org.

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