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A CFO's Guide to Financial Wellness

| May 17, 2021

When employees are financially stressed, they spend three or more hours a week – approximately 150 hours per year – worrying about personal finances or dealing with them at work.[1]

A financial wellness program is a soft benefit, so if you feel anxious about offering this benefit, you’re not alone. There are a lot of questions to consider:

  • Will employees be engaged in the program?
  • Will productivity improve?
  • Will turnover decrease?
  • Will this program improve our balance sheet?
  • And, more importantly, how to measure ROI?

Here’s your CFOs Guide to Financial Wellness

Download the Guide


MATTHEW C. MONROE, AIF®, CRPS®

MANAGING PARTNER

5000 Brittonfield Parkway, Suite 106

East Syracuse, NY 13057

mmonroe@irpny.com

(315) 431-2888

www.irpny.com

 

Securities Offered Through LPL Financial. Member FINRA/SIPC. Investment Advice offered through Retirement & Benefit Partners of Central New York, a separate entity from LPL Financial.

[1] Mercer LLC, “Inside Employees’ Minds™: Financial Wellness.” 2017, 2, PDF. https://www.mercer.com/content/dam/mercer/attachments/global/inside-employees-minds/gl-2017-inside-employees-minds-financial-wellness.pdf.