Generational Financial Stress: The Secret Stressors Causing Higher Turnover and Headaches for All Employers

About the Event

Webinar

Did you know:

• 63% of employees surveyed say their financial stress has increased since the start of the pandemic
• 45% say their finances have been a distraction at work
• 2% say they would contemplate switching jobs if another company cared more about their financial well-being
  Source: PwC

Financial stress has become an epidemic for employees: Unfortunately, some of your employees can’t afford their lives, or even to take advantage of the benefits you offer. And that may be costing you in both lost productivity and increased turnover.

True, the pandemic didn’t help. But what most employers don’t realize is that it isn’t just your Millennial and Gen-Z employees that are suffering. All five generations that comprise today’s workforce suffer from financial stress. What most employers don’t realize is that the financial stressors causing the problems are the same but the way each generation responds to them - and the solutions you need to offer - are different.

Join us for an inside look at the financial stressors driving turnover, lower productivity, and higher healthcare costs (and potentially worse outcomes) at your company. Learn how to navigate the workforce challenges each generation presents and the innovative solutions you can bring to the table that will help drive retention and pay equity.

Meet the Panel

Moderator: Ilyce Glink | CEO of Best Money Moves, WGN Radio Show Host and Syndicated Financial Journalist

Ilyce Glink is an award-winning television and radio personality, a communications and media strategist, an innovator in content creation and content marketing, a popular speaker, and the founder of four Chicago-based companies, including Think Glink Media, a media and content communications, strategy and production company and Best Money Moves, a financial wellness technology platform. She is also nationally-syndicated financial columnist, a best-selling author of 14 books on topics relating to money and real estate, and a radio talk show host for WGN Radio.

AJ Cohen | Vice President, Senior Client Executive at OneDigital

AJ Cohen is a Senior Client Executive at OneDigital, a national team of experienced employee benefits advisors who create greater value for employers through education and technology solutions, as well as, empower employees to become more informed and engaged health care consumers. AJ has spent over 38 years in the health care / insurance / wellness industry. Prior to joining OneDigital, he worked for several national brokerage firms where he managed mid-sized and large multinational employer clients. At the beginning of AJ’s career as a group insurance underwriter, he developed a keen sense of how insurance companies operate, and how best to assist employers on navigating the complex health care industry. AJ is an expert on medical self-funding, High Deductible Health Plans with HSAs, FSAs, Voluntary Benefits, Wellness Initiatives, and Compliance. AJ is a trusted advisor and true client advocate.

Rick Ferguson, AIF, CEBS | Senior Retirement Plan Consultant at OneDigital

Rick Ferguson has overall responsibility for all facets of his clients’ retirement plans and investments. He has been working at some of the best-known investment and benefit firms in the industry since 1998. His teams have earned spots in the “Top 100” retirement plan advisory teams in the nation since 2009. Besides registration with the SEC as a Registered Investment Advisor Representative, Rick is also an Accredited Investment Fiduciary (AIF). Certified Employee Benefits Specialist (CEBS), Retirement Plan Associate (RPA),and Compensation Management Specialist (CMS) through the International Foundation and The Wharton School of the University of Pennsylvania. In his free time Rick enjoys property development, traveling, and time with his family.

Liz Williams | Regional Vice President for Pacific Northwest at Paylocity

Liz Williams has 25 years of human capital management experience, and has been a sales and strategy leader in the industry. She has a track record of developing, nurturing and leading sales teams with a high level of performance and retention, which she attributes to creating a positive, energetic and winning sales culture. Prior to joining Paylocity, Liz held sales management and strategy roles with Oracle, Waggl, Paychex and ADP.

Sponsored by:

Please note that registration is completed through a third-party (Paylocity Zoom) and information will be collected by the Paylocity team.

These materials and the information are not designed or intended to be applicable to any person's individual circumstances. These statements do not constitute an offer or solicitation in any jurisdiction. If you are seeking investment advice or recommendations, please contact your financial professional.