In today’s workplace, financial stress isn’t just a personal issue—it’s a business risk. This curated webinar brings together the sharpest insights from BrightPlan’s 2025 webinar series to show how AI, tax-season strategy, and leadership empathy can create a high-impact, personalized financial wellness program.
Whether you’re an HR leader, benefits administrator, or executive decision-maker, this session delivers the practical tools and leadership mindset needed to support every employee’s financial journey.
Key takeaways:
1. Understand the Hidden Cost of Financial Stress
2. Segment Your Workforce with Financial Personas
3. Use AI to Scale Personalized Support
4. Reframe Tax Season as a Wellness Moment
5. Lead with Empathy, Act with Strategy
