March 7, 2024

1. 10:30a.m. – 11:30a.m. EST

   Defining Financial Wellness
   Financial wellness can mean different things to different people. What does it mean for your employee base? How do you determine what your employees need? Employers should establish the goal they are trying to reach for their workforce, and they can target different benefits to different employee groups. Get all the information you need to decide what financial wellness is as a starting point.
   Moderator
   Rebecca Moore, Managing Editor of Custom Content, ISS Media
   Panelists
   Sharon Kacsits, Director Human Resources – North America, COFCO International
   Jake Spiegel, Research Associate, Employee Benefit Research Institute
   Kerry Woods Tapia, VP, Participant Education and Engagement, SageView Advisory Group
   Christine Chiulli, Vice President, Financial Wellness, Fidelity Investments

2. 11:30a.m. - 12:00p.m. EST

   Break

3. 12:00p.m. – 1:00p.m. EST

   Elements of an Effective Program
   Financial wellness benefits can range from a resource library to one-on-one employee financial coaching. While they can be separate from other benefits, recent legislation has enabled plan sponsors to incorporate some financial benefits into retirement plan design. Employers may want what is best for employees, but sometimes benefits budgets determine what elements to offer. Experts will discuss the various available options.
   Moderator
   Amy Resnick, Executive Editor, PLANSPONSOR
   Panelists
   Joshua Ulmer, Managing Director and Institutional Consulting Director, Graystone Consulting from Morgan Stanley
   Adelia Soremekun, Senior Director of Benefits, Health and Wellness, The Jackson Laboratory
   Kelli Send, Co-Founder, Senior Vice President – Financial Wellness Services, Francis
   Rebecca Liebman, CEO and Co-Founder, LearnLux

4. 1:00p.m. – 2:00p.m. EST

   Lunch

5. 2:00p.m. – 3:00p.m. EST

   Implementation and Communication
   Once you’ve determined the goal for your financial wellness program and the elements to include, how do you implement it? Hear from plan sponsors and advisers about steps they’ve taken to successfully implement financial wellness programs for employees. Learn how to communicate the benefits to encourage employees to use them and how to measure success.
   Moderator
   Alex Ortolani, Editor, PLANADVISER, Digital
   Panelists
   Jay Schmitt, Partner, Strategic Benefits Advisors
   Jenna Witherbee, Investment Advisor Representative, 401k Plan Professionals
   Richard C. Yezzi, Jr., Vice President of Operations, JX Enterprises, Inc.