After the events of the last few years, employers are becoming more aware of the positive impact of financial wellness. A well-crafted financial wellness program can provide employees with the knowledge and tools to understand why, when and how to achieve savings success.
Before starting a program, it’s important to understand the implications of financial stress in the workplace, how much it might be costing you and the value behind financial education on an ongoing basis.
Read about all the best ways to engage your employees in our most recent newsletter for employers and plan sponsors.
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.
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!