Presented by Michele Kollmer & Brian Tramontano, CAPCOM

In a recent company survey1, 75% of respondents said they plan to support financial wellness employee benefits — with good reason. A financially stressed employee loses 3.4 work hours per week, equating to 11-14% of annual payroll.2 Workplaces with a Financial Wellness Program engage up to 71% of employees3 and report measurable gains in employee productivity and retention.

Building a Financial Wellness Program helps solidify the loyalty of your current and future workforce. Millennials (46%) and Gen X (44%) are more likely to say that their loyalty to their company is influenced by how much the company cares about their financial well-being as compared Baby Boomers (30%). Attend this presentation, delivered by financial wellness professionals from CAP COM FCU, to learn how to: Gauge employee interest (baseline measurement), Build a Financial Wellness Program, Establish program goals & metrics, Measure the impact of the program, and Report results to senior management.4

Attend this presentation, delivered by financial wellness professionals from CAP COM FCU, to learn how to:

  • Gauge employee interest (baseline measurement)
  • Build a Financial Wellness Program
  • Establish program goals and metrics
  • Measure the impact of the program
  • Report results to senior management

Sources

  1. AON-Hewwitt survey
  2. 2019 Edelman Trust Barometer Global Report
  3. PWc 2019 Financial Wellness Survey
  4. PWc 2019 Financial Wellness Survey

This program has been submitted for one credit hour through the HR Certification Institute (HRCI) & Society for Human Resource Management (SHRM).


 About the Presenters:

MicheleKsmallerMichele Kollmer, Relationship Manager
CAPCOM @ Work

Michele brings 20+ years of Business & Community Relations experience to CAP COM Federal Credit Union.  Michele works with company stakeholders, HR professional and individual clients to deepen relationships by understanding financial needs and developing plans to meet established goals through financial awareness.  Michele collaborates with her business partners to ensure long-lasting relationships by using her knowledge of finance and customer service to create a roadmap to financial independence.

Brian Tramontano, Vice PresidentBrianT
CAPCOM Financial Services

Brian brings nearly 10 years of corporate experience to CCFS. He helped launch two local businesses and holds a Series 24, General Securities Principal license, as well as Series 7 and 63 licenses with LPL Financial. Additionally, Brian holds the NYS Life, Accident & Health Insurance License. Along with oversight of CCFS business development, the educational workshop program and operations, Brian also leads our branch network of financial advisors and insurance specialists, working to help connect credit union members with CCFS.