The New Frontier: Virtually Engaging Employees in Financial Wellness Initiatives


Wednesday, September 23, 2020 (1pm - 2:30pm US/Eastern)


Social distancing has changed the way we engage in many facets of life—
including engaging workers in financial wellness initiatives. This panel will
address innovative ways of reaching employees through technology, including
approaches that best suit various demographic groups. We will then split into
breakout groups for interactive discussions on real-world approaches that
FWRC members have employed with success. A report out to the broader group
will happen at the end of the session.

Speakers:

Kathy Floyd, Senior Vice President: Education & Wellness, Church Pension
Group

Beth Cleary, Executive Director, City of Milwaukee

John Crittenden, Fintech Entrepreneur

Jim Mahaney, Vice President, Strategic Initiatives at Prudential, Moderator

EBRI thanks the sponsors of our Financial Wellbeing Research Center.

Church Pension Group
HealthEquity
J.P. Morgan
Prudential
Financial Finesse
International Foundation of Employee Benefit Plans
Mercer
Principal
Voya Financial

To add your organization’s name to this list, please contact Betsy Jaffe.