Financial wellness
What services are evolving? How are they delivered? How are they measured? How are plan sponsors putting this together from a strategic perspective?
Many employers offer workplace programs which promote and support physical health. Now attention is shifting to whether employers can play a similar beneficial role in helping their employees become better at managing their personal finances. Often these discussions begin with saving for retirement, but can quickly expand into budgeting skills, managing college and other debt, saving for a home or college, etc.
Presenter Katie Hockenmaier, Mercer
Mercer has been working with employers to understand how financial wellness programs can be incorporated into their benefit package. Katie Hockenmaier, a Principal at Mercer's San Francisco office, will provide her observations on how to develop a strategy, assemble and deliver the program, and measure success.
June 21 Chapter Meeting
Online registration closes June 19.
Register by phone until noon on June 20 at 206-623-8632.
No refunds after June 17.
Members must log in to get the member rate.
Bellevue Breakfast - Daniel's Broiler
Located in the Bank of America building
10500 N.E. 8th, 21st Floor, Bellevue, WA 98004
The underground parking garage is shared with the Hyatt.
Once in the garage look for the 'Bank of America' elevators.
Take garage elevator to the Bank of America lobby.
Switch to a building elevator to go to 21st floor.
Building elevators are locked until 7 AM.
7:15-7:30 AM Sign in
7:30-7:40 AM Breakfast is served
7:40-8:00 AM Announcements
8:00-9:00 AM Program
$30 Members online; $40 at the door
$40 Non-members online; $50 at the door
Seattle Luncheon - K&L Gates
Main conference room, Floor 29
925 Fourth Avenue, Seattle 98104
(Corner of 4th Ave and Madison St)
Note: Parking is not free
11:15 AM-11:30 AM Registration
11:30 AM-11:45 AM Lunch is served
11:45 AM-12:00 PM Announcements
12:00 PM- 1:00 PM Program
$30 Members online; $40 at the door
$40 Non-members online; $50 at the door
