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Welcome

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

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Shane Robson-Smith, CPFC

The Workplace Money Coach

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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

Leadership Award

The Bill Baun Leadership Award recognizes exceptional wellness professionals in the Tampa Bay Area. Winners are nominated and recognized at the annual meeting.

Sponsorship

Opportunities

We offer sponsorship opportunities for local vendors who are looking to promote their services and connect with our memberships. Multiple levels are available.

Membership is Free

Membership is free and gives you access to our monthly newsletter, quarterly meetings, and other resources. Over 400 professionals have already joined.

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