Now more than ever, employee financial wellbeing is paramount. What once was an “emerging benefit” is now a standard offering at enterprise employers. As part of your holistic strategy, hear from both the consultant and vendor perspective on best practices for implementing (and iterating on) a financial wellbeing program that will drive real results. Attendees will learn why traditional financial wellbeing has been coming up short, how the industry has experienced a massive shift, and what new technology is bringing to the table. Powered by the leading benefits consulting experience of Gallagher and the financial wellbeing expertise of LearnLux, this session will equip you with a roadmap for success. You’ll leave with an action plan for launching, then learning from your workplace financial wellness program, whether you have one in place already or are looking to offer something ASAP.
Who should watch:
HR and Benefits professionals at companies with 250+ employees that are passionate about employee financial wellbeing
What you will learn:
Rebecca is the founder of LearnLux, an award-winning workplace financial wellbeing program that blends digital education, interactive tools and access to unbiased Financial Advisors. Her company has raised funding from Ashton Kutcher’s Sound Ventures and Salesforce CEO, Marc Benioff. Rebecca has been honored with accolades such as the 2016 Forbes “30 Under 30” list and LearnLux is a Fast Company’s 2020 World Changing Ideas honoree. She presents around the country at events related to the future of work, HRTech, Fintech, Women in business, impacts of financial stress in the workplace, and innovation in financial wellness.
As a Financial Wellbeing Consultant, Hannah is an integral part of Gallagher's larger Wellbeing & Engagement team. Hannah closely monitors the financial wellness provider marketplace and designs tailored financial wellbeing strategies using specific workforce data. Gallagher strives to bring the resources that “meet employees where they are” on the financial journey - balancing day-to-day budgeting and long-term financial goals like retirement. Hannah individualizes this process so that employers can see positive changes in their workforce at the end of the day.
By requesting access to this recorded webinar, you may be contacted by LearnLux with relevant information and newsletters about financial wellbeing. You may opt out of communications at any time. For more information on LearnLux, head to learnlux.com.
LearnLux is the leading U.S. and global workplace financial wellbeing provider that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals.
LearnLux's award-winning program equips employees with a financial plan to guide them through decision points like budgeting, paying down debt, electing benefits, understanding equity compensation, starting a family, buying a home, saving for retirement, and more.
Advanced reporting keeps our partners in the know, and drives results like reduction in financial stress, increased productivity, reduced employee turnover, greater use of pretax products, on-time retirement, and healthcare savings. LearnLux members feel great about their money, allowing their work and wellbeing to thrive.
LearnLux is headquartered in Boston, MA.
Our team works with employers and employees across the entire United States and globally.
LearnLux is created by financial experts for employees of all incomes and asset levels. LearnLux’s holistic guidance helps individuals who are just starting out building credit and saving for a rainy day to those who are preparing for big milestones like buying a home or planning for retirement.
LearnLux is paid for by employers that offer the financial wellbeing program as a voluntary benefit to their team.
There is no cost to employees. We do not sell any products or investments or take any commissions.
We do not make money any other way outside of the employer partner sponsored workplace financial wellbeing contract.