In this engaging interactive webinar, our team of experts will share lessons learned from an ongoing large-scale effort to provide a holistic approach to financial wellness that combines online education, interactive tools, and the option for employees to connect with a financial fitness coach.

Specifically, in this webinar you learn from the award-winning employee benefit team at the State of Wisconsin Department of Employee Trust Funds about the insights they have gained from engaging over 15,000 employees they serve in an innovative online financial fitness program combining interactive unbiased financial education and tools + access to a financial fitness coach.

In addition, our panelists from the University of Wisconsin–Madison will share data, tips, and best practices learned from nearly 10 years of work on interactive financial wellness programs serving nearly 1,000 employers and more than 200,000 employees.

Key Speakers

Elliot Kass
Moderator: Freelance Writer Editor & Presenter
Shelly Schueller
Deferred Compensation Director, Wisconsin Dept. of Employee Trust Funds
Tarna Hunter
Director of Strategic Engagement & Government Relations, Wisconsin Dept. of Employee Trust Funds
Joe Saari
Founder and Chairman, Financial Fitness Group
Collin O'Rourke
Senior Research Specialist, Center of Financial Security, University of Wisconsin - Madison