OneDigital New England Transformative Series: Importance of Financial Wellbeing
Wednesday, August 12, 2020 3:00pm - 4:00pm EDTRegister
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About the Event
When looking at workforce statistics gathered before the pandemic, it’s clear that most employees already needed financial advice and guidance. And now, it’s even more critical than ever before.
With so many employees not saving enough for retirement, increasing debt, and a general shift in demographics, the financial industry has been focusing more on improving the overall financial health of the workforce. This is critical to improving retirement outcomes - if employees don’t have enough money to meet their monthly expenses and pay off their debts, they will likely not be able to prioritize saving for their future. They will also see the impacts of that financial stress on their health and, in turn, their attendance and productivity at work.
- The impact of financial instability on your bottom line
- Observations about your organization through an interactive activity
- What should you be doing during and post-pandemic to communicate and engage a workforce distracted by financial instability
- How wealth management plays a role in financial wellbeing
Meet the Panel
Retirement Plan Consultant, OneDigital Retirement + Wealth
As a Retirement Plan Consultant, Joe DeBello works with plan fiduciaries from all industries with one goal in mind: empowering participants to retire more comfortably. An avid problem solver, he loves finding unique ways to get and keep retirement plans on track—no matter what challenges arise. His previous experience working on the plan provider side gives him an extra edge in negotiations—he knows which tricks are hiding up what sleeves, and he’s always ready to stand up for clients. Joe was drawn to Chepenik Financial – A OneDigital Company - because the firm operates by the same creed he does—clients first.
Managing Partner, OneDigital Retirement + Wealth
Sean works with a phenomenal team of professionals dedicated to retirement programs for companies and individuals. His expertise is working on education and communication programs, individual retirement management and has an interest in behavioral finance. Sean has been in the financial services industry for 23 years and started his financial services career with Prudential Securities, which subsequently changed to Wachovia Securities. He holds the designation of Retirement Management Advisor (RMA) through the Investments and Wealth Institute. Sean earned his Bachelors of Science degree from San Diego State University with an emphasis in Communications. He also holds a Masters of Business Administration degree from National University.
Operations Specialist, OneDigital Retirement + Wealth
Josh serves as the Operations Specialist for Financial Elements – A OneDigital Company - a Participant Engagement Program, and leads the day-to-day operations of the program. Josh brings 11 years of industry experience to the firm. Prior to working at Financial Elements, Josh was the operation analyst for a Kansas City financial adviser firm with 500+ clients and over $1 billion AUM. Josh also previously worked at Charles Schwab and US Bank. When he’s not at work, he is an avid sports fan for the local Kansas City teams and enjoys spending quality time with his wife and two kids.
OneDigital New England Transformative Series
Tune into our newest advisory series focused on helping businesses re-imagine their workplace under the "New Normal". We'll host a variety of speakers - from top industry experts to local New England employers facing the same employee fears, safety concerns, risk management and wellbeing considerations as your organization. Together, we’ll re-imagine our workplaces.
Wednesday, August 12, 2020
3:00pm - 4:00pm EDT
New England Webinar