Financial Wellness: Addressing the Barriers to Retirement Readiness

September 19, 2019 | 2:00 PM EST

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About the Webinar

Financial wellness, done right, is an employer-paid benefit, where employees have unlimited access to best-in-class financial coaching. Many credit unions offer financial education with the goal of helping their members live a financially secure life, but very few offer these same types of valuable tools to their own employees. When you help your employees by offering a financial wellness program that provides financial education and assistance, everyone wins. You get better productivity and less distraction among your staff. Learn how to bring comprehensive fiscal well-being to your employees by understanding the value of reducing employee financial stress at work, focusing on real behavior change, and measuring results.

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Presented By

Bob Edgar

Bob Edgar, Regional Vice President, Securian Financial

Bob has been in the financial services industry since 1995, with a focus on the credit union market since 2008. He joined Securian Financial in 2017 and specializes in supporting intermediaries with sales to credit unions of qualified retirement plan products and services. Bob offers plan design expertise, on-site sales presentations and plan conversion assistance to credit unions seeking a flexible, highly customized retirement plan program.

Justin Weaver

Justin Weaver, Strategic Relationship Advisor, SmartDollar

Justin has spent over a decade in the Financial Services industry. He started on the banking side before becoming an independent financial advisor. While helping individuals and local businesses better understand money, Justin realized he had a passion for financial wellness and wanted to go even deeper. He wanted to help employees get to the root of their money problems and truly change their financial futures. As a Strategic Relationship Advisor for SmartDollar, Justin works with retirement, wellness and benefits providers nationwide to bring their clients’ employees real hope with a proven plan that works. He loves helping people get on a budget, eliminate debt, start saving, and get on track for retirement.