Topic: Financial Wellness in the Workplace
Presentation Summary: Employees are increasingly turning to their employers as trusted providers of solutions that can help them achieve and maintain financial wellness. Building on the success of health wellness programs, employers are recognizing the benefits of improving the financial wellness of their employees, and incorporating financial wellness program components that augment existing benefit offerings. Helping employees achieve financial wellness stands to benefit not only employees, but also their employers. In fact, by implementing successful financial wellness programs, employers may be better able to advance their strategic business goals, such as improving employee productivity, optimizing their investments in employee benefits, and improving workforce and cost management.
Javier M. Obando, Vice President with Prudential Retirement Tax-Exempt team. He is responsible for new business development of tax-exempt, and Taft-Hartley defined contribution and defined benefit markets. He has held numerous positions in the industry starting as a Retirement Consultant, Client Relationship Manager, Retirement Plan Consultant and Business Development. He enjoys working with plan sponsors, committees and consultants in uncovering specific needs to help drive retirement outcomes for their employees. He earned his bachelor’s degree from California State Polytechnic University, Pomona. He is FINRA series 6 and 63 and holds life and health insurance licenses in CA, OR, WA, ID, MT and AK.
Matt Bahl works with customers to unlock the power of financial wellness. Taking a holistic, data-driven and consultative approach, he helps employers develop custom financial wellness solutions and strategies that best meet the financial wellness needs of that employer’s unique workforce. Bahl began his career as an attorney working on labor and employment issues. Prior to joining Prudential, he served as vice president of human resources for one of the largest health systems in northern New England. In 2015 he joined Prudential to lead the company’s health and productivity analytics and consulting practice in the Northeast and Central regions before stepping into his current financial wellness role.
Registration Cost: $30.00
Qualifies for 2 CPE credits
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