Building Financial Literacy for Employees

Thursday, April 20, 2023


How to Build a Financial Literacy Plan for Employees

In honor of Financial Literacy Month, join experts from Betterment for a webinar discussing ways to help ease your employees’ financial stress. We’ll discuss how offering an often overlooked financial benefit – access to a financial planner – can increase employee understanding of key savings and investing tactics and ultimately improve their engagement and productivity at work.

In this webinar, Russ Cloughen, Account Executive at Betterment at Work and Nick Holeman, head of Financial Planning at Betterment will walk you through the following:

- A breakdown of the current state of financial literacy

- A look at employee attitudes towards finances and financial benefits from our Financial Wellness Barometer 2022

- A discussion of ways employers can empower financial education for building a successful financial literacy program through benefits like Betterment at Work’s Certified Coaching

From Day One is a Recertification Provider for SHRM and HRCI. This session is eligible for 1 PDC. The Activity ID will be sent to attendees after the conclusion of the session.

This session is hosted by the From Day One editorial team, moderated by Independent Journalist Emily McCrary-Ruiz-Esparza, with support from Betterment at Work.