Supporting Financial Wellness at Work

with Brett Nielsen of Educators Credit Union

Employees who are stressed about their finances will bring that into the workplace.  Improving financial wellness can boost employee productivity, engagement and satisfaction.

Benefits

There are several generations in the workplace with varying financial needs and concerns from debt management, retirement, childcare, caring for parents, emergency savings, insurance, college, employee assistance program (EAP), estate planning, etc. 

How can HR help?  By offering benefits to meet the needs of your employees and help your company remain competitive with new employees throughout their career with your organization.

Financial Literacy

Lack of financial literacy leads to financial stress. Employers can assist by providing trusted Financial Literacy resources to employees.  What are those resources? How to use to complement your existing benefits? How to help your employees help themselves?

·        Savings Accounts

·        Debt Counseling

·        Payroll Deduction

·        Health Savings Accounts

·        Educational Resources

• • • Understanding that people are too proud to ask for help/admit what they don't know
    • Helping them understand how to make the most of your employee benefits programs for the long term
    • Financial stability helps the community in many ways

Participants will learn about current best practices in personal finance management and be able to guide their employees to various resources.

Bio on Brett Nielsen

Brett Nielsen is a 30-year veteran of the financial industry. Over his more than three decades of experience, Brett has worked for Educators Credit Union as a member service representative, loan officer, supervisor and branch manager. His current position is the business relationship director, responsible for establishing and maintaining partnerships between Educators Credit Union and community businesses and organizations. Brett is also an elected official for the Racine County Board of Supervisors, where he is entering into his 9th year of service. During this time, he has been the Vice Chairman of the Finance and Human Resources Board, a member of the Health and Human Services Board, and serves as a board member for the Racine County Economic Development Corporation (RCEDC).

This session is pending for SHRM Professional Development Credits (PDCs) and HRCI re-certification credits.

Members are asked to print their own business card size name tags to bring to the event.   Members may visit their profiles to print personalized name tags.  A link to your profile will be provided in your confirmation email.  We will have blank name tags for Guests.

Do you want to receive member pricing for this event?

Be sure to join SRKA as a member or renew your prior membership BEFORE you register.  If you have been a member in the past and your membership has lapsed or your are registering as a guest, you'll save $15 on this meeting by joining or renewing your membership first and then registering for this event as a Member.  Memberships and renewals for lapsed members are generally processed within 24 hours.

Would you like to attend for Free?  Refer an HR friend or colleague to SRKA.  If they join and list you as a referral on their application, you will receive 2 free meetings!  We will send you a special coupon code to enter when registering for your next meeting.

When you visit our site: www.srka.org you will click on log-in.  Your USER ID is your email address.  Click on FORGOT PASSWORD to reset your password. Everyone (members and non-members) will need to do this the first time.  A link will be sent to set/reset your password.  

If you have any issues joining or renewing on-line, please contact Jane Kurylo.

Please note:

• Please note that memberships and event registrations are for individuals and are not refundable or transferable.  Please do not send a friend or colleague in your place. 

• We appreciate the courtesy of being notified if your plans change and you are unable to attend.  Refunds or credits will not be issued in the event of a cancellation. 

• Once on-line registration closes, last minute requests to attend depend on availability.  Any approved last minute requests must be paid by credit card prior to the event.

• SRKA may take photos at our events to be used on social media and other promotional materials.

• By registering for this event, you are agreeing to the terms above.

This event is sponsored by: