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Expert Partner on Financial Wellness

 

The Financial Wellness Impact: Collecting Financial Wellness Survey Data to Drive Change

 
 
 
 

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RESOURCES ON FINANCIAL WELLNESS:
WHAT'S NEXT WITH FRANCIS LLC: 
  • Regional workshops:
    • May 1: Madison
    • May 8: Fox Valley
    • May 15: Milwaukee
  • Co-created Well Practice resources
  • Member Resource Group Q&A with Experts
Expert Partner Workshop with Francis LLC: 

The Financial Wellness Impact: Collecting Financial Wellness Survey Data to Drive Change

Registration 12:30 PM | 1-3:30 PM Workshop
May 1: Madison
May 8: Fox Valley
May 15: Milwaukee
 

Speakers: Kelli Send

Description:
83% of workers say finances contribute to their stress,  and 59% of workers say money stress negatively impacts their productivity at work.  While financial wellness is just one of the many areas HR professionals are tasked with addressing with their employees, it is an important one that directly impacts the bottom line.
 
Come learn how you can administer financial wellness surveys to drive positive change at your organization. Understand money stressors and needs, identify which money areas are causing the most stress, and brainstorm ways you can address the current needs of your employees.  
 
Learning Objectives: Attendees will be able to…
Understand recent findings on money stress and the impact of stress on workplace performance.
Implement the Employee Financial Wellness Survey within their respective employee populations.
Understand how to analyze the survey data.
Brainstorm practical and effective ways they can drive positive change towards financial wellness at their respective organizations.
 
 
REGISTER FOR WORKSHOPS WITH FRANCIS LLC
 

MEET KELLI:

Kelli Send heads up the Firm’s workplace financial wellness services and has been providing education and financial wellness to retirement plan participants for nearly 30 years. She has a Master of Education focused on Adult Education from Carroll University.
 
Outside of the office, she can usually be found at the dog park with her dog, Hope, enjoying a glass of red wine, or dreaming up her next ski trip.
 
 
CONNECT WITH KELLI:
LinkedIn
Email
www.francisway.com/wcwi
 
VIEW ALL WCWI EXPERT Partners

MEET JOSEPH:

Joe currently leads the firm’s marketing and business development efforts and is continually looking for ways to create value for organizations and their employees. Before his time at Francis, he served as chief financial officer of a Wisconsin printing operation, allowing him to bring a valuable perspective to his plan sponsors and prospective development efforts.
 
When not in the office, Joe’s recipe for joy and relaxation includes listening to live music, smoking Texas-style barbecue with experimental rub recipes, and/or playing pickup basketball games, made all the better when his two adult boys are on the court.
 
 
CONNECT WITH JOE:
LinkedIn
Email
www.francisway.com/wcwi
VIEW ALL WCWI EXPERT CONTRIBUTORS
 
About Francis LLC
 
At Francis, we believe the financial wellness of your workforce is directly connected to the effectiveness, productivity, and overall health of your business.  
 
As WCWI’s Expert Partner for 2024, we provide members with valuable tools, resources, and learning opportunities that enable and empower you to increase the financial wellness of your workforce, fostering the Work-Life-Money Balance that leads to strong financial futures and more fulfilling lives.  
 
Francis LLC is a nationally recognized expert advisor to the employer retirement plan marketplace. Our Firm’s roots in retirement plan consulting opened our eyes to a tremendous need: We saw people lacking objective financial advice from professionals they could trust. Our philosophy, the Francis Way, is driven by our sincere desire to develop personal relationships with employees of all income levels, providing them with financial advice within a sales-free environment.  
 
Learn more about our team here.

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