Financial Wellness Strategies for the Workplace

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Financial Wellness Strategies for the Workplace

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Poppin 1115 Broadway #3rd floor New York, NY 10010

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While overall health is important, finances play a great role in wellbeing. If financial stressors plague your employees, the stress can make them sick and not perform to their full potential. Offering employees financial education and wellness tools has become a prevalent benefit offered to employees.

Recent surveys have shown that organizations that offer financial wellness programs have more satified employees than those companies that do not offer them.

Going beyond offering a 401(k) with a match is important to help address the financial wellbeing of your employees. Many employees are saddled with student loan debt and living paycheck to paycheck to get by. There are a plethora of tools available to support all facets of financial wellness.

Please join us and our panelists comprised of financial wellness experts as we discuss the diverse programs and strategies available for the workplace.

Moderator: Catherine McGrath, Founding Team, Post'd People Group & VP Retirement Planning MBL Benefits Consulting


  • Stephen Bae, Fidelity Investments
  • Tara Fung, CommonBond for Business
  • Jordy Albert, MoneyLion