THE CASE FOR FINANCIAL WELLNESS

Taking Financial Wellness Programs to Organizations and Their People

Learning Objectives: Equipping and inspiring leaders to confidently make the case for implementing financial wellness programs at work, in their communities, and at home.

Audience: Employers, Associations, Ministries, HR Professionals, Meeting/Event Planners, Financial Services, and Wellness Professionals

Financial distress is real, it’s chronic, and business leaders are feeling the direct impact of their employees being stressed, distracted and who are underperforming because of it. 70% of US workers report that personal finances are their #1 stress in life. They worry about money more than they do about their physical health. How sad, how unnecessary, how about we do something about it!

People don’t need expensive, self-proclaimed financial gurus speaking down to them while using industry jargon and waxing off philosophical. They need a trusted advocate, a coach, an educator, a safe place to ask questions without being charged a fee or sold a financial product.

Brent empowers organizations and their leadership teams to educate their people about financial matters and a real-world process for delivering it as a wellness offering, which is rooted in behavioral science, adult learning theory. Bring in Brent to help teach you and your group how to carry the financial wellness torch for the good of your organization and your people!

"His energy is always on..." Chad Williams - Private Wealth Advisor

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