Empowering Employees Through Financial Wellness:
The HR Professional’s Role in Guiding Money Management and Future Planning
8:00am-8:30am: Registration/networking
8:30am -10:00am: Meeting
Location: Best Western: 401 Winchester St, Keene, NH, 03431
Join us after the meeting for a post meeting discussion! Want to suggest a topic? Email info@monadnockshrm.org or use our new forum: https://monadnockshrm.org/forum
Session Overview:
This presentation will explore how HR professionals can serve as invaluable resources for employees in managing their finances and planning for a secure future. Attendees will gain insights into the critical role HR plays in fostering financial literacy, offering guidance on retirement savings, and navigating essential benefits like Medicaid, Medicare, and Social Security.
We will discuss innovative approaches to introducing voluntary benefits, hosting educational "Lunch and Learn" sessions, and building a culture of financial wellness within the workplace. By equipping employees with the knowledge and tools to manage their money effectively, HR professionals can enhance employee satisfaction, reduce financial stress, and support long-term financial security.
Key Takeaways:
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Retirement Savings Simplified: Strategies for educating employees on 401(k)s, IRAs, and other retirement options.
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Benefits Made Clear: Understanding and communicating insurance options, including Medicare and Medicaid.
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Voluntary Benefits: How to select, implement, and promote supplemental benefits to support diverse employee needs.
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Financial Wellness Programs: Best practices for offering impactful workshops and resources, such as "Lunch and Learn" sessions.
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Proactive Planning for the Future: Guiding employees through Social Security basics and helping them make informed decisions.
This session is ideal for HR professionals looking to expand their role as financial wellness advocates and strengthen the connection between personal well-being and workplace productivity.
Duration: 60 minutes
Speaker and Company Bio:
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Matthew Snow is a Regional Vice President and Investment Adviser Representative with Primerica, Inc.
Matt joined Primerica in 2005 after becoming a client, and experiencing firsthand how impactful a little financial education can be for an average family’s future. He grew up in Keene, New Hampshire and is on a mission to provide families with the means to accomplish true financial freedom.
Primerica is a Main Street Company for Main Street North America. Our mission is to help families earn more income and become properly protected, debt free and financially independent.
Today's families face major financial challenges. They're being forced to downsize their goals and dreams — to settle for less. Primerica shows them how they can change their life.
We are the one company focused on the middle market and helping Main Street families get the financial help they need.
To learn more about Matt, click here!
Meeting Sponsor:
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 1.00 PDC in the SHRM Body of Applied Skills & Knowledge™ (SHRM BASK™).
Programs are submitted for 1.00 General HR Credit toward PHR, SPHR, and GPHR certification through the Human Resources Certification Institute.
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