Moving the Needle: How to Raise Your Employees' Financial Well-Being to Lower Their Financial Stress

SHRM 2015 Annual Conference
Financial well-being is a crucial component of employee wellness so discover how to incorporate a financial aspect into your wellness program.

With about one in four living paycheck to paycheck, 86% of employees reported feeling at least some level of financial stress last year. By adding a financial component to your wellness program, you can help your employees tackle many of the stressors, including living beyond their means, overwhelming debt, and not being prepared for retirement. Providing worksite financial education can empower your employees to reach their financial goals and raise their financial well-being, leading to a more satisfied and engaged workforce. Robertson will help you identify the obstacles that cause financial stress and how to seamlessly incorporate a financial aspect into your existing wellness program.

Date(s) & Time(s): 
Monday, June 29, 2015 - 7:00am to 8:15am

Linda Robertson


Linda Robertson is a Certified Financial Planner™ with Financial Finesse, the leading provider of unbiased financial education for employers nationwide. With over 20 years of experience, Linda has facilitated thousands of financial education workshops to employees on a variety of topics ranging from basic money management and retirement planning to advanced estate planning, in addition to providing financial coaching to numerous employees one on one over the phone and in person at their worksites. Linda writes a nationally syndicated weekly blog on workplace financial education. As a full-time educator, Linda has acquired a good feel for what does and doesn't work in the way of making a lasting impact on employees with financial education.

LVCC N224-226
Amount of Credit: 
Credit Type: 
HR Credit
Session Type: 
Concurrent Session
HR Expertise
Intended Audience: 
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