Head of Financial Wellness
Principal, Senior Consultant
Partner, Head of Private Client Consulting
Join Andrew Lendnal, Scott Boulton and Chad Tischer to discover how a holistic financial wellness program can transform your workplace. This session will address:
• Personalized strategies to engage employees at all levels, from entry-level to executives
• Leveraging AI, digital tools and coaching to drive sustained participation and outcomes
• Utilizing data-driven insights and reporting to help you better understand participant needs and optimize your wellness strategy
• A streamlined rollout process to seamlessly integrate financial wellness into your existing benefits