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Panel Proposals

Engagement and Culture

Personal Finance Education: Making Better Employee Retirement Decisions

Thursday, April 17, 2025
9:45 AM – 10:45 AM MST
Location: 250 DEF
CE: 1
CE Type: CPE, SHRM
Education Level: Advanced
This session will address improving employee engagement by providing personal finance education and planning. Many employees feel overwhelmed by making financial decisions. As a participant in an ESOP, they will need to make decisions upon diversification and distributions from the ESOP. Learn how the company can help them prepare.
NCEO ResourceThe Download:
NCEO Group: HR Group

Learning Objectives:

  1. This session will describe how an effective personal education program can enhance employee engagement.
  2. We will define the strategies that companies employ, and their pros and cons.
  3. Participants will receive a framework for putting an effective educational platform in place within 3-6 months.