Jun 17, 2019

17jun11:45 am1:00 pmEvent OverNEIAHU June 2019 Meetup

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Event Details

Employer Sponsored Financial Wellness Programs

1 CE Hour Course #36266

Financial stress can have a major impact on employees, from greater health concerns to trouble with relationships and distractions at work. This same stress can influence a company’s well-being, including potentially higher costs dues to elevated healthcare plan use, lost productivity from distractions/absenteeism, and lower savings for retirement and medical costs. This presentation, in part, is based on a PWC 2017 Employee Financial Wellness Study, shares insight regarding stress and its impact on the financial well-being of both employees and employee.

This presentation also shares how employers can offer a no cost complimentary financial planning benefit to their employees to help them understand the six steps to financial planning and put them into practice with a qualified licensed planner such that the employee can achieve financial independence and reduce financial stressors in life and the workplace.

About the speaker

William McCoy, President and Managing Director, HCIT Group

William McCoy, is currently President and Managing Director of HCIT Group, a professional services firm serving clients in several operation and organizational effectiveness capacities both domestically and internationally. Currently, William and his wife, Kimberly spend most of their professional energies offering tax consulting and Transamerica World Financial Group financial planning service to corporate and individual clients.

Supporting Wellspring Interfaith Social Services, Inc. 

Time

(Monday) 11:45 am - 1:00 pm

Location

Ramada Conference Center

305 E Washington Center Road, Fort Wayne, Indiana, 46825

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