Quarterly Meeting

Date: Wednesday, April 1, 2020

Time: 8:30-10:00am

Location: Wright's Gourmet House

1200 S. Dale Mabry Hwy Tampa, FL

How to Design and Implement Engaging Financial Wellness Programs at Your Work Site

Shane Robson-Smith, CPFC

The Workplace Money Coach

Join Shane Robson-Smith from Workplace Money Coach for an enlightening presentation:

It is time to think bigger about our financial wellness programs in the workplace. There are many engaging ways to make improving the financial wellness of employees a part of a company’s culture. When employees are managing their paycheck’s effectively, they can be focused and creative assets to their company.

This session will discuss what is and is not working in corporate financial wellness for employees and what we can do to improve our programs. Shane Robson-Smith will dive into:

  • setting the tone

  • cultivating the environment

  • assessing employees’ needs

  • building a team of professionals to serve your employees

  • resources to assist employees

  • creative ideas for programming

  • marketing the program and making the program sustainable so that employees can get the support they need year-round

This session will combine a lecture, interactive activities, group discussions, brainstorming, and a Powerpoint presentation. Participants will leave with an outline for a 5-step plan to implement or improve the financial wellness program at their work site.

Thank you to our sponsor

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