Implementing a Practical Financial Wellness Approach
Tuesday, October 29, 2024
3:00 PM - 4:30 PM ET
Free to International Foundation and ISCEBS members
This session will give you the tools to implement a practical financial wellness approach in pension plans and organizations. Join us for a dynamic presentation where attendees will:
- Gain insights from case studies of employers and trustees actively implementing financial wellness in their pension programs.
- Explore strategies to design pension plans that are inherently inclusive, accounting for various life circumstances, cultural backgrounds and socioeconomic factors.
- Learn practical solutions to implement decumulation and financial coaching support.
Speakers
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