Seize the current opportunity to promote financial wellness

Wednesday, December 2, 2020 2:00 p.m. EST
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Before this year, most American households admitted to struggling with at least one aspect of their financial health. Then COVID-19 came along. An astonishing 91% of full-time U.S. employees are concerned about some aspect of financial wellness in the current environment.1It’s clear that most Americans aren’t prepared for financial bumps in the road. 42% of millennials cited a lack of adequate emergency savings as their top money stressor.2

But there’s good news, too. They know they need help and are looking to their employers to find it. Join us to hear how offering a financial wellness program can create happier, healthier employees and can impact an employer's bottom line.

Topics include:

  • The current financial wellness landscape and the impact of COVID-19 on financial well-being
  • Millennial and Gen Z research, misconceptions, and realities
  • How an employer can embrace financial wellness and implement a program at its organization

1Lincoln Financial, COVID-19 Sentiment Tracking Study, July 1, 2020, to July 14, 2020.

2PwC US, PwC’s 9th annual Employee Financial Wellness Survey, COVID-19 Update, 2020.

Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN, Lincoln Life & Annuity Company of New York, Syracuse, NY, Lincoln Retirement Services Company, LLC, and Lincoln Financial Group Trust Company, Inc. Variable products distributed by broker-dealer/affiliate Lincoln Financial Distributors, Inc., Radnor, PA. Securities and investment advisory services offered through other affiliates.

Affiliates are separately responsible for their own financial and contractual obligations.



Financial Wellness Report
  • Sharon Scanlon
    Senior Vice President, Customer Experience and Producer Solutions
    Lincoln Financial Group
  • David Altimont
    Senior Vice President
    Lockton Retirement Services
  • Jason Dorsey
    The Center for Generational Kinetics