1. Financial Wellness Solving for Increased Productivity &
Engagement
2. Poll Question #1 EMERGENCY SAVINGS I have enough cash
savings to cover at least 3 months of living expenses (stress,
emergency savings) Y/N
3. Poll Question #2 ESTATE PLANNING I have a will and/or living
trust. Y/N
4. 50% Employees who report emergency savings as their top
concern 40% PwC Employee Financial Wellness Survey, 2014 Employees
who report having a will How the Group Compares
5. Traits Associated with High Levels of Financial Well-Being
CONTROL CUSHION They feel they have over day-to-day finances They
feel they have enough to absorb a financial shock GOALSThey are
actively working towards FREEDOMThey have the financial to enjoy
life Consumer Financial Protection Bureau
6. Financial Wellness and Employee Engagement 64% Americans
reporting money as #1 stressor (American Psychological Association)
STRESS HEALTHDISTRACTION 1 in 4 employees report financial
distractions @ work (PricewaterhouseCoopers) Financial concerns
prevent living a healthy lifestyle (American Psychological
Association) 32%
7. Employers Answering the Call SATISFIED EMPLOYEES LOYAL
EMPLOYEES ENGAGED EMPLOYEES PRODUCTIVE EMPLOYEES Employers believe
workplace financial solutions lead to more 91% 75% 85% 79%
Companies that offer financial wellness could save $3 for each
dollar they spend (Consumer Financial Protection Bureau report)
90%of large firms surveyed believe financial solutions will be a
standard element of a benefits package in the next 10 years (Bank
of America 2015 Workplace Benefits Report)
8. POLL QUESTION Do you have a financial wellness program in
place for your employees? A)Yes B) No C) Considering it