Theres been a big shift away from one size fits all education through standard plan communication towards custom programs that deliver personalized guidance on an individual level. Today, companies are implementing highly customized, strategic programs that are designed around their specific needs, benefits, demographics, culture and existing communication channels, and are providing benefits planning education giving employees guidance around how to best manage their benefits in order to reach their personal and financial goals. Companies are now making financial education a key part of their benefits package.
* Advanced registration and additional program fees are required for the pre-conference workshops.
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Linda Robertson
senior financial planner
Financial Finesse, Inc.
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Linda Robertson is a Certified Financial Planner™ with Financial Finesse, the leading provider of unbiased financial education for employers nationwide. With over 20 years of experience, Linda has facilitated thousands of financial education workshops to employees on a variety of topics ranging from basic money management and retirement planning to advanced estate planning, in addition to providing financial coaching to numerous employees one on one over the phone and in person at their worksites. Linda writes a nationally syndicated weekly blog on workplace financial education. As a full-time educator, Linda has acquired a good feel for what does and doesn't work in the way of making a lasting impact on employees with financial education.