Sessions

Concurrent Session
Why Financial Education Should be Part of Your Diversity, Equity and Inclusion Strategy
255-257
In-Person Tuesday 06/14/2022 02:00 PM - 03:00 PM   Add to calendar
Competencies: People (Technical)
Workplace Application:
Attendees will learn why financial education should be part of their Diversity, Equity and Inclusion strategy. 

Diversity, Equity and Inclusion has evolved. Companies are focused on attracting diverse talent and retaining them by removing biases and discrimination in the workplace, addressing disparities in pay and offering more desirable rewards and benefits packages. One critical element often overlooked is financial well-being. Evidence shows minorities are more likely to face financial challenges throughout their life compared to white Americans, and lack of financial education is contributing to the growing wealth gap. By helping employees build a more positive relationship with their money, companies can play an important role in reducing the wealth gap and changing the life of generations to come.

Learning Objectives:

  • Attendees will walk away with a better understanding of the role financial wellness programs can play with retention efforts.
  • Attendees will walk away with a strong understanding of the components that make a financial wellness program effective.
  • Attendees will walk away with a better understanding of why financial wellness should be part of your DE&I strategy.

In-person session offerings are on a first-come, first-served basis.

Brought to you by: UBS

Amy Bruce Photo
Presenter:
Amy Bruce, Head of UBS Financial Wellness,
UBS Financial Wellness
Melinda Hightower Photo
Presenter:
Melinda Hightower, Managing Director, Head of Multicultural Investor Client Segments,
UBS