Financial wellness is becoming a more important part of employee benefits and workforce strategy heading into 2027. HR leaders, benefits leaders, and Total Rewards teams are navigating rising benefits costs, changing employee expectations, and growing pressure to demonstrate that financial wellness programs improve employee financial wellbeing and drive meaningful action.
At the same time, artificial intelligence is changing how employees access financial information and guidance. Conversational, always-available tools are raising expectations for financial wellness benefits that provide personalized support when employees need it, rather than relying only on financial education, content libraries, or point-in-time resources.
Financial wellness is also expanding beyond retirement savings. Employees need support with short-, medium-, and long-term financial priorities, including emergency savings, debt management, everyday financial decisions, major life events, and retirement planning.
Join BrightPlan Chief Marketing Officer Joe Vangsgard, moderated by Sean Goheen, for 2027 Financial Wellness Trends: What HR and Benefits Leaders Need to Know. This webinar will examine the financial wellness trends shaping employee benefits strategy in 2027 and what HR and benefits leaders can do to build a more personalized, proactive, and scalable approach to employee financial wellbeing.
Date: Thursday, November 12, 2026
Time: 1:00 PM Eastern
SHRM/HRCI:Earn 0.5 SHRM and 0.5 HRCI recertification credits (live attendees only)
Cost: Free with registration
Key Takeaways
How is AI changing financial guidance for employees?
AI is making conversational, personalized, and always-available financial guidance more accessible. Employees are increasingly becoming accustomed to asking questions and receiving immediate, relevant answers. For employers, this raises expectations for financial wellness benefits that can provide personalized guidance across different financial needs and life stages.
Attendees will learn how AI is influencing employee expectations for financial guidance and what HR and benefits leaders should consider when evaluating AI-enabled financial wellness solutions.
Why does financial wellness in 2027 mean more than retirement savings?
Retirement readiness remains an important part of employee financial wellbeing, but it is only one part of an employee’s financial life.
Emergency savings gaps, high-interest debt, healthcare expenses, everyday financial decisions, and other short- and medium-term priorities can affect employees long before retirement. At the same time, employers are evaluating new benefit categories while managing increasing pressure on benefits budgets.
Attendees will explore why a comprehensive financial wellness strategy should address employees’ immediate financial needs alongside long-term retirement planning.
What does a future-ready financial wellness strategy look like?
A future-ready financial wellness strategy moves beyond generic financial education and point-in-time resources. It provides employees with personalized guidance that can help them understand their financial situation, make informed decisions, and take action across different stages of their financial lives.
Attendees will learn how employers can think about combining personalization, technology, financial guidance, and scalable delivery to support a diverse workforce.
Who Should Attend
This webinar is designed for:
• Chief Human Resources Officers and HR executives
• Employee benefits leaders
• Total Rewards leaders
• Employee wellbeing and financial wellness leaders
• Benefits strategy and employee experience teams
• HR leaders evaluating financial wellness programs for 2027
• Business leaders responsible for workforce and benefits strategy
Speakers
Joe Vangsgard
Chief Marketing Officer, BrightPlan
Moderator
Sean Goheen
Director of Alliance Partnerships, BrightPlan
About BrightPlan
BrightPlan is a financial wellness solution for employers that helps organizations provide personalized financial guidance to employees across different stages of their financial lives. BrightPlan combines technology with access to financial professionals to support employee financial wellbeing at scale.
