Online Workshop

Financial Wellness Workshop

Wednesday, August 12, 2026

11:00 AM - 3:00 PM ET

Unlock the potential of a financially healthy workforce in our comprehensive workshop on financial wellness. This session will delve into the critical aspects of financial wellness, from defining the concept to understanding its impact on retirement planning and employee stress. Explore how employers are currently delivering financial wellness programs and discover innovative strategies using behavioral finance to enhance engagement and outcomes.

The Financial Wellness Workshop is co-sponsored by the Wellness Alliance and the International Foundation of Employee Benefit Plans.

Learning Objectives

  • Explain the implications of financial wellness
  • Describe how financial wellness can be delivered beyond financial education
  • List key concepts in behavioral finance and choice architecture
  • Identify steps for developing a financial wellness program and best practices for engagement and behavioral change

Who Should Attend?

Anyone involved in the planning and implementation of financial and retirement planning for their organization, as well as those focused on reducing employee stress and supporting the financial wellness of their workforce.

 

Speakers

Person looking up at increasingly tall stacks of coins, followed by a stack of books with a graduation hat on top

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Member: $385
Nonmember: $550

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Continuing Education

This online program is preapproved for 3.5 CE credit(s) for: CWP (Category 1). The program is also being submitted to HRCI, NCHEC (entry level), SHRM-CP, and SHRM-SCP for approval. As additional approvals are received, they will be added here.

View our Continuing Education Credits page for additional details about the Wellness Alliance's CE provider status.