Mini Course - Understanding Financial Wellness

Learn About Best Practices and Proven-Successful Strategies To Implement and Manage Financial Wellness Programs

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About The Course:

This one-hour webinar-based discussion course features key tips and insight directly from Financial Wellness industry pioneer Liz Davidson. You'll learn to understand:

  • What is Financial Wellness, who needs it and why?
  • Trends to Look For & Buzzwords to Beware Of
  • Link Between Financial Stress & Employer costs
  • Ideas for Implementing or Improving an Existing Program

  • Free Course Includes These Valuable Resources:

    Your Instructor

    Liz Davidson
    Liz Davidson

    Author, CEO, and Founder of Financial Finesse, Liz Davidson, disrupted the financial services industry in 1999 by providing everyday Americans with free access to expert and unbiased financial planning services - otherwise only available to high net-worth individuals. With a social mission to “change F’ing lives”, Liz galvanized an entirely new industry - workplace financial wellness – to help empower the masses to take control of their financial freedom and combat symptoms like financial stress, delayed retirement, debt, bankruptcy, even divorce.

    A leading advocate for fiduciary reform, Liz testified before the Department of Labor and consulted with the White House and Consumer Financial Protection Bureau (CFPB) influencing the 2016 decision to tighten fiduciary standards and sparking real conversations about incentives for employers who offer financial wellness programs to employees.

    To help guide genuine research in a perpetually evolving industry, Liz also spearheads Financial Finesse’s in-house Think Tank which consistently publishes research and case studies so compelling and irrefutably accurate, their findings are regularly leveraged by industry thought leaders, media, and vendors across the board as they strive to build the business case for and understand the ROI metrics of workplace financial wellness programs.

    Liz holds an MBA from UCLA's Anderson School of management with a concentration in Finance. Additional individual and company accreditations include:

    • 2017 LEAD Award “Winners Circle” Recipient
    • 2017 Best In Biz Awards
    • 2017 Entrepreneur Top Company Cultures
    • 2017 Inc. Best Workplaces
    • 2016 Los Angeles Business Journal – Best Places to Work
    • 2016 HR.Com Leadership Excellence Awards
    • 2015 LA Biz Women of Influence
    • 2015 Los Angeles Business Journal – Best Places to Work
    • 2015 HR.Com Leadership Excellence Awards
    • 2014 – 401k Wire – Most Influential People in Defined Contribution

    Course Curriculum

      MODULE 1: Understanding Financial Wellness
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      MODULE 2: Financial Wellness Trends & Technology
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      MODULE 3: Proven Strategies & Tools + Signs of Financial Stress
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      MODULE 5: AETNA Case Study
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      MODULE 6: Cost of Not Having A Financial Wellness Program
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    Frequently Asked Questions

    When does the course start and finish?
    The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
    How long do I have access to the course?
    How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
    What if I am unhappy with the course?
    We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

    Get started now!