Milwaukee Chapter (6/26)

June 26, 2024 11:30 AM-1:15 PM
Mequon, WI

Chapter Event

Financial Wellness – Employee Education Programming
that Relieves Stress and Improves Productivity

Wednesday, June 26, 2024
12:00 - 1:15 pm
Attend in-person or virtually

Recent retirement planning surveys have discovered that financial planning is amongst the biggest sources of stress for Americans. Many employees are asking their employers to provide access to financial planning tools and resources as another benefit of employment.  

Employers can choose to either avoid providing the assistance as in the past, or see this request as an opportunity to differentiate themselves from other employers. Join us to learn more about the variety of financial planning assistance available from the retirement planning industry and how to take advantage of the opportunity to become an employer of choice.


  • Financial planning is a significant stress for the majority of Americans, and employees are increasingly looking to their employers to provide access to financial planning assistance.
  • Learn about various types of financial planning assistance.
  • Understand why providing financial planning tools/assistance can differentiate an employer in the current tight labor market.