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

Search Schedule

Concurrent Session
Financial Wellness for Women: Meeting The Needs Of Your Female Workforce
In-Person and Virtual 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. 

Seating Instructions: Seating is first-come, first-served. Reserved seating options are available for accessibility and accommodations. For detailed accessibility information, visit INFO > FAQs in the app.

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.



Direct Link to Session Materials: If the speaker provides session materials, you can access them via the app, web format or at https://presentations.shrm.org/.

Live Streaming and Recording: Unless marked 'in person only,' all sessions are live-streamed on the app or web format and available for replay 30 days after the event.

Acknowledgment of Technical Issues: While rare, technical issues may occur during sessions. We appreciate your patience as we quickly address them.

Accessibility & Accommodations Information: For detailed accessibility & accommodations information, visit INFO > FAQs in the app.

Kristen Koluch, CFA, CFP Photo
Presenter:
Kristen Koluch, CFA, CFP, Senior Vice President, Investments,
Raymond James