In this session, Nancy Wiefek, Research Director, and Liza Shifrin, Senior Researcher at the NCEO will review the NCEO’s recent survey findings on ways our members are currently offering financial literacy education. We will give examples of resources that we currently offer to help on this issue while gathering feedback on what else would be useful. We will review our broader research on the gaps in personal, retirement planning, and business financial skills that negatively impact working families, and how ESOPs by their very nature can provide a critically important benefit that is often overlooked. We will provide statistics and concrete ways to highlight these benefits to your employees in the here and now. NCEO ResourceThe Download NCEO Newsletter Article: Taking Stock: The Joy of Learning to Talk “Business”
Learning Objectives:
Understand the issue of financial literacy in the national context.
Learn how other ESOPs are addressing this issue.
Develop a better understanding of NCEO’s resources and how they can be directly applied to your business.
Learn about concrete ways to highlight the benefits of your ESOP in this context.
