Learn how to include emergency and short-term savings into your employee financial wellness program.
There is no lack of evidence about the struggles that most/all of us have with financial matters. At the foundation of these challenges lies dealing with the most immediate short-term financial obligations, such as paying monthly bills and dealing with the inevitable unexpected emergencies that may arise (car maintenance, broken refrigerator, etc.). This presentation will help HR/benefits decision-makers, brokers/consultants, and others interested in the broader financial wellness topic to understand the importance of emergency/short-term savings, where this topic fits within an overall benefits/financial wellness program, and how to go about putting a program in place to the benefit of employees/members and the employer/sponsor.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
The State of Financial Illness in America and Where Emergency Savings Fits in
- What Are the Causes of Financial Stress?
- What Is Emergency Savings?
- What Counts as an Emergency?
- How Much Is Needed, and Where Should the Funds Be Kept?
Research That Validates the Need for Emergency Savings
Where Emergency Savings Fits Within an Overall Financial Wellness Strategy
- Understanding the Larger Financial Wellness Challenge
- How Emergency Savings Can Help an Individual Become Financially Well Overall
Keys for an Employer or Sponsor to Launch and Maintain a Successful Emergency Savings Program
- Options and Vendors to Choose From
- A Proven Process to Drive a Successful Program
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on November 18, 2022.
Call 1-866-352-9540 for further credit information.
HR Certification Institute 1.0
- This E-Learning program has been pre-approved for 1.0 (General) recertification credit hours toward aPHR®, aPHRi(TM), PHR®, PHRca®, SPHR®, GPHR®, PHRi(TM), and SPHRi(TM) recertification through HR Certification Institute® (HRCI®). For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org.
SHRM 1.0
- Lorman Education Services is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.0 PDC(s) for the SHRM-CP or SHRM-SCP.
To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.
- Those applying for AIA and HRCI must view 100% of the program and answer the questions following the program.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Jeffrey P. Tulloch
Financial Wellness Consulting, LLC
Jeff Tulloch
- Managing Principal, Financial Wellness Consulting, LLC
- Consults/advises employee benefit firms, financial wellness vendors/platforms, financial advisory firms, brokers/consultants, corporations, non-profits, and private equity firms to assist them in developing and evolving financial wellness strategies, in turn, helping people become more financially secure
- Led PlanSmart (MetLife’s financial wellness program), which provides financial assistance to thousands of companies and millions of employees, including 40% of the Fortune 500
- 35 years in various business development roles within the employee benefits and financial wellness space
- Previous vice-chair of Financial Wellbeing for Employee Benefit Research Institute (EBRI) information
- Can be contacted at [email protected], 475-747-1750, or www.linkedin.com/in/jeff_tulloch
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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