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Event Details

    The Importance of Financial Education And The Role Of Employers

    Date: September 16, 2021, 8:00am – 9:30am
    Yamhill County HR Association
    Online Event
    No Fee
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    Terms such as “Financial Wellness” and “Financial Literacy” are increasingly more common in today’s environment of employee benefits. However, the industry is lacking a playbook on how to create, implement, and effectively sustain these programs. This session will unpack why financial wellness benefits the workplace, how employers can lead financial wellness initiatives in their organizations, and strategies for implementation.

    Learning objectives:

    • Discover the importance and impact of financial wellness programs for your team
    • How to find partnerships that specifically meet an organization's needs
    • How to implement a financial wellness program and monitor its impact


    Andrew Nelson, AIF®                                                                                                  Partner, Director of Workplace Advisory Human Investing

    To Register:

    Speaker Biography:

    Andrew is the Director of Workplace Advisory at Human Investing. Andrew is passionate about diving into the details of organizations and how they serve their employees. His experience is rooted in working with organizations to implement programs that aim to; increase the financial literacy of employees, create sustainable processes for retirement plan decision-makers, and stretch benefit dollars. Human Investing is a certified B-Corp working with the Northwest’s leading companies in retirement plan offerings, employee education, and compliance.