Financial Fitness Group is Hosting a Panel on Retirement Readiness in America and Exhibiting at the EBN Forum & Expo

Financial Fitness Group is hosting a panel on the retirement issues facing our nation during this year’s EBN Forum & Expo. Participants of the panel discussion will walk away with 3-takeaways:

1. Gain insights from the collective wisdom of the panelists on the best practices to use to deliver independent and unbiased financial education to your employees. 

2. Learn how effective financial wellness solutions can make a positive impact on your bottom-line by improving employee productivity, engagement, and improve employee’s ability to plan and prepare for retirement.

3. Leverage insights from the data, research and results from a collaborative project working with the Center for Financial Security.

If you will be in attendance at this year’s EBN Forum & Expo, join us for our panel. We’ll also be exhibiting, stop by booth #213 to learn more about who we are and how we can help your organization with getting your organization retirement ready.

Retirement Readiness: Best Practices On Helping Your Workforce Retire with Confidence

11:55am – 12:40pm (50 Minutes)

According to the Census Bureau, the 65-and-older demographic in the US is likely to increase by more than 50% between 2015 and 2030. Yet, for many, the prospect of a comfortable retirement remains an elusive goal. As a result, employees are extending the duration of their employment to manage the uncertainty. In this session, our panel of experts will share their collective wisdom on the best practices you can use to deliver independent and unbiased financial education to your employees. Specifically, the group will share data, research and results from a collaborative project working with the Center for Financial Security at the University of Wisconsin-Madison, the Personal Finance Employee Education Foundation, and the University of Oxford.

Moderator:
Joe Saari | Financial Fitness Group
Founder
Financial Fitness Group is the leading provider of interactive financial education for the financial services industry and Fortune 5000 companies across the nation.

Panelists: 

Karl Nowakowski, CRPC®
Program Manager | Ameriprise Financial
Financial Planning, Certified Financial Planners, Retirement and Advisement Services

Jackie Ward
Chief Human Resources Officer | Newport Group Retirement Plans & Insurance Benefits

Jerry Yen
VP, Strategic Partnerships | GuidedChoice
Digital Investment Advisory Firm
Retirement Planning & Retirement Advice

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