Financial Wellness for Women: Meeting The Needs Of Your Female Workforce | Sessions

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Concurrent Session
Financial Wellness for Women: Meeting The Needs Of Your Female Workforce
Monday 06/24/2024 07:30 AM - 08:30 AM   Add to calendar

Competencies: Business (Behavioral), People (Technical), Workplace (Technical) | Intended Audience: Mid-Level
Workplace Application:
With financial wellness top of mind for many employers and employees, HR professionals need to understand the nuances their female workforce faces from a career and financial planning point of view. 

Did you know that 90% of women will have sole responsibility for their finances at some point in their lives?  Every investor has a unique life path, one that's dotted with milestones and perhaps a few pitfalls along the way.  However, women often face similar challenges and opportunities thanks to longevity and other trends.  Join this workshop to learn about what makes financial planning for your female employees particularly unique.

Learning Objectives:

  • Understand the stressors that your female workforce may face including diverse career paths and caregiving obligations.
  • Outline the opportunities employers have to deliver custom financial wellness education and resources to meet their employees where they are today.
  • Demonstrate how an employee's current life stage informs their financial planning challenges and opportunities.
  • Recognize that a workforce empowered with sound financial planning fundamentals can reduce stress and enhance productivity at work.
Kristen Koluch, CFA, CFP Photo
Kristen Koluch, CFA, CFP, Senior Vice President, Investments,
Raymond James