Inclusive Financial Wellness (Webinar)

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Workforces have become and will continue to become increasingly more diverse, and diversity comes in all shapes and sizes. Race, ethnicity, ability, sexual orientation, political affiliation, family structure, religious/spiritual affiliation, sex, gender, country of origin, education level…today’s workforce is made up of so many unique individuals. It is up to the Plan Sponsors to offer financial wellness and retirement plan benefits that are inclusive and accessible to all.

In this webinar, 2024’s Retirement Plan Adviser of the Year for Efforts in DEI, Liz Aidoo, Francis’ VP of Investment Consulting Services, Jon Nolan, and U.S. Venture’s VP of Total Rewards, Steph Paulson, come together to discuss the key components of inclusive financial wellness and retirement plan benefits.

Watch the full webinar below.

Inclusive Financial Wellness: Championing the Financial Health of
Your Diverse Workforce

Speakers:

Liz Aidoo (she/her)

Francis LLC | Financial Planner and Manager of DEI and Spanish Language Services | 2024’s Retirement Plan Adviser of the Year for Efforts in DEI

Steph Paulson (she/her)

U.S. Venture | VP of Total Rewards

Jon Nolan, CFA (he/him)

Francis LLC | VP Investment Consulting Services

Kasey Miller (she/her)

Francis LLC | Marketing Manager