2026 Financial Wellness In the Workplace Event: Attendees

As financial stress continues to take a measurable toll on employee productivity, health, and retention—with 76% of Americans reporting significant financial anxiety (American Psychological Association) and over 60% saying money is their #1 source of stress (PwC 2024 Employee Financial Wellness Survey)—organizations can no longer afford to overlook financial wellness as a core component of their total rewards strategy. Research also shows that employees under financial stress are twice as likely to look for a new job.

That’s why financial wellness and retirement planning have become must-have benefits for employers committed to attracting, engaging, and retaining top talent.

Join us at the 2026 Financial Wellness in the Workplace Roundtable Lunch Event

Learn how to integrate personalized financial education, retirement readiness tools, and long-term planning resources into your existing wellness and benefit offerings, creating a more resilient and financially confident workforce at every stage of life.

Hear from industry professionals who will share insights, best practices, and real-world solutions. Connect with trusted community partners and walk away with actionable strategies to reinvigorate your financial wellness initiatives and better support your employees.

Today’s employees need more support than ever. Top financial and retirement concerns include:

• Managing day-to-day finances and debt (including credit card, medical, and student loan burdens)
• Building emergency savings—with over half of Americans unable to cover a $1,000 unexpected expense
• Understanding and maximizing retirement plans (contribution strategies, employer match, income planning, investments, and tax strategies)
• Long-term financial planning, including preparing for healthcare expenses and longevity risk
• Improving financial literacy and confidence, particularly among early-career and underserved employee groups

By addressing these critical needs, you can create a healthier, more productive, and more engaged workforce—one that feels supported not only at work, but in life.

Target Participants: HR Professionals, Benefits Executives, CHROs, CFOs, Benefit Consultants

Agenda:

11:00 – 11:30 AM: Check in, Mingle, Lunch

11:30 – 12:30 PM: Presentation and Roundtable: Improving Financial Wellness & Retirement Readiness in the Workplace

12:30- 1:00 PM: Group Breakouts/Activity