All Things 401k | Digital Communications - The Business Case for Financial Wellness
If you are a company leader, you know that happy and healthy employees can often lead to less turnover, strong workplace culture and greater productivity.
However, these days, financial stress has become an all-too-common problem among employees. Financially stressed employees are two times more likely to leave their jobs. In addition, they maybe spend around 3 hours a week dealing with personal financial issues.[1]
Consider the case for a financial wellness program to help remedy financial stress and strengthen your bottom line.
JULIA SANDERS
AIF®, CPFA® | Retirement Relationship Manager
Meet Julia, a people-focused life-long learner with several years of experience in the retirement plan industry. Throughout her career, Julia has been committed to maintaining strong client relationships by providing incredible customer service. She is passionate about helping clients define and plan for their retirement goals. Julia’s daily role at the firm energizes and reinforces her commitment to client-focused work.
SCOTT HIGGINS
AIF®, CFP®, CPFA® | Financial Advisor
Since 2012 at Rose Street, Scott has been responsible for helping the firm’s individual wealth management clients with income strategies for retirement and consulting with employers with their employee retirement plans. In free time, he enjoys golf, biking, skiing, cooking, and traveling. Fun fact, Scott has a hobby of filling growlers with coins!
This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual or entity. To determine what is appropriate for you, please contact your Rose Street Financial Professional. Information obtained from third-party sources are believed to be reliable but not guaranteed.
Investments in securities involve risks, including the possible loss of principal. When redeemed, shares may be worth more or less than their original value.
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Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. Rose Street Advisors, LLC is independently owned and operated. File #: 5708509.1
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