Promoting Financial Stability

It’s no secret, American workers are stressed about money. High inflation has the average household making major adjustments for minor necessities. The increase in cost of living has even the most financially sound looking for ways to make their day-to-day budget stretch.

When money is tight, people tend to cut back on savings and their retirement contributions. Almost 60% of individuals this year have reduced their contributions to accommodate for the rise in cost of living. Saving for the future is an afterthought when uncertainty looms around the ability to maintain a sufficient lifestyle.

Depending on what stage of life, or even generation, financial wellness can look different for each client amidst a changing economy. What we are now seeing amongst all workers is that they want to be in control and understand their finances so they can the best decisions for the future. It’s a critical time for financial professionals and employers to provide proper education and resources to guide workers down the path of financial wellness.

Advisors’ Roundtable

Financial Wellness:
Promoting Financial Stability

WEDNESDAY, August 3rd @ 1 P.M. ET

Sponsored by:

It’s time for our 4^th session of our popular Advisors’ Roundtable series. This is an opportunity to talk with Definiti, Empower and other financial advisors in a roundtable format on preparing different generations for financial wellness. We’ll cover:

• The typical financial struggles of each age group
• How employers can deploy a financial wellness program for workers
• Using a checklist for each life change to make smart financial decisions

Come be a part of the conversation!