Elevating the Financial Wellness Discussion

Stuart L. Ritter, CFP®, Retirement Insights Leader, T. Rowe Price

October 07, 2021

While employers have broadly come to recognize financial wellness as an important offering, opinions differ about how best to define and implement it, as well as how to measure its effectiveness. This presentation helps financial professionals deepen the discussion on innovations to update and support existing programs:

  • Offers strategies for financial professionals to stay abreast of the developments in this discipline to they can offer employers/employees best in class solutions
  • Focuses on establishing the financial and nonfinancial goals and objectives of financial wellness programs, identifying topics to address them, optimizing deployment, and measuring success and progress

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