Most financial wellness programs stop at awareness. Few deliver measurable business impact.
In this executive session, we reframe financial wellness from a feel-good initiative into a true performance lever. You will learn where financial wellness ROI actually shows up across productivity, retention, and benefits utilization—and why many programs fail to move the needle despite high participation.
This conversation goes beyond education and engagement metrics to focus on outcomes. We will clarify how behavior change drives results, how financial stress quietly erodes performance, and how leaders can design financial wellness strategies that reduce friction, improve decision-making, and strengthen organizational effectiveness.
Why This Matters
Employee financial stress does not stay at home. It shows up as distraction, absenteeism, delayed retirement, underutilized benefits, and avoidable turnover. Many organizations are already paying for these issues without realizing it.
The problem is not investment. It is misalignment.
This session helps leaders rethink how they define engagement, measure success, and activate financial wellness in ways that deliver real business value.
What You’ll Learn
- What “real engagement” actually means and why behavior change—not participation or content consumption—is the true driver of financial wellness ROI
- Where financial wellness impacts the bottom line, including productivity, retention, and more effective use of existing benefits investments
- How to position financial wellness as a performance lever, not a perk, reducing friction for employees while improving organizational outcomes
Who Should Attend
This webinar is designed for senior leaders and decision-makers, including:
- HR and People Leaders
- Benefits and Total Rewards Leaders
- Finance and CFO organizations
- People Operations and Workplace Strategy teams
Format
- 30-minute live executive webinar
- Practical, business-focused insights
- Designed for leaders short on time and focused on outcomes
