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Just Because It's Called an Employee Financial Wellness Program, Doesn’t Mean It Truly Is

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Employees are increasingly using financial wellness services provided by their employers. While many employees wait to seek financial help until they need to make a decision, or when they are in crisis, it is important that financial wellness programs engage employees on a continual basis, helping with planning and prevention, in addition to assisting when challenges become more severe.

Many employer programs are ineffective in addressing the key financial challenges employees face, especially right now. It doesn’t help that many employers are positioning their products and services as financial wellness solutions when, in fact, they have simply renamed retirement education programs. It’s no wonder there is confusion. The good news is that there are cohesive and holistic financial wellness programs in the marketplace. It’s incumbent upon employers to learn to evaluate, assess and improve financial wellness programs at their companies.

In this session, you’ll learn:

  • The current landscape of current financial wellness programs: what's working and what needs improvement
  • Apply insights from the session to assess your organization's financial wellness programs
  • Specific strategies to improve your financial wellness programs

Chihee Kim, Co-Founder | Finny

Chihee co-founded Finny to help democratize basic financial education. Finny’s goal is to educate working adults so they gain confidence to make better financial decisions. The world of money matters is increasingly more complicated, and knowledge is real power!

Prior to her current role, she led global strategic accounts at MSCI, a financial services company offering investment tools and analytics for investment-savvy clients globally. Prior to MSCI, she held various leadership roles at boutique asset management and global wealth management firms.

Chihee holds an MBA from Wharton, and a BA from Johns Hopkins. She lives in the Bay Area with her husband and two school-aged children.

COVID-19 Expert Insights: Members and nonmembers receive complimentary access to live and recorded sessions. Access to the live event is limited to the first 1000 participants, so be sure to log on up to 15 minutes prior to the event start time. If you miss the live event, playback will become available on-demand shortly after the event date.

All Other Expert Insights: Members receive complimentary access to live and recorded sessions ($149 for nonmembers). Access to the live event is limited to the first 1000 participants, so be sure to log on up to 15 minutes prior to the event start time. If you miss the live event, it will become available 30 days after the event date.

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Non-Member $149

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