How to Improve Workplace Culture by De-stigmatizing Financial -related Stress

8:00am-8:30am: Registration/networking. Meeting 8:30am -10:00am

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Session Overview

Workers are feeling the weight of their personal finances, and recent studies have shown that although people want to be able to save money, plan for retirement and pay off debt, they are often not making meaningful progress resulting in stress. Left unaddressed, financial stress inhibits workplace productivity, creates an imbalance in their personal lives and leaves many workers unable to retire at normal retirement age. The workplace impact of personal financial concerns include the following: 

• 8 in 10 employees worry about their finances at work
• 3-4 hours is the average time spent on finances at work each month
• More than 4 in 10 workers say they would be more productive without their current financial worries

Speaker Bio: 

 Allisyn Lambert, CFP

• 15 years of finance experience
• Last 7 years focused on retirement plans & financial wellness
• Experienced with employee communication, financial literacy and participant education initiatives
• Advise both employer-sponsored 401(k)/403(b) plans and individual investors
• Certified with the Accredited Investment Fiduciary® designation (AIF) from the Center for Fiduciary Studies
• Vermont Resident Producers license in Accident & Health, Life Insurance and Variable Life Insurance & Annuities
• Graduate of Boston University Financial Planning certificate program
• National Social Security Advisor certificate holder
• Certified Financial Planner professional 

 Meeting Sponsor  

 The Richards Group

Credit Hours

·        Greater Monadnock SHRM is certified by SHRM as a Preferred Provider to offer Professional Development Credits (PDCs) for SHRM-CP or SHRM-SCP, and this program has been registered for 1 PDC in the SHRM Body of Competency & Knowledge™ (SHRM BoCK™).

·        Programs are submitted for 1 General HR Credit Hour toward PHR, SPHR, and GPHR certification through the Human Resources Certification Institute.

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