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PLANADVISER Practice Progress Webinar Series: Financial Wellness
Sponsored by Betterment at Work

This has been a tough year for U.S. retirement plan participants—and for workers in general. Heading into the year, core inflation was already running above 5%, and it has only spiked since. At the same time, geopolitical events have injected fresh uncertainty into what was already a frothy market, and most retirement investors have experienced substantial reductions in portfolio values. Investment managers say the markets will continue to grapple with the trade-offs between inflation and growth for the foreseeable future.
Expert advisers know such an environment demands a different point of view about the relationship between retirement planning and financial wellness. Achieving a sense of short-term financial wellness is hard enough during times of market growth and economic stability, but the challenge only deepens when inflation and interest rates jump.
This hour-long editorial webinar will help retirement-focused advisers understand what financial wellness means for retirement plan participants in the current moment. Speakers will also explore how the financial wellness solution set has evolved and where the industry is heading, with the goal of helping you achieve practice progress.

01:00:00

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Speakers

John O'Brien
Director of Retirement Plan Consulting @Venture Visionary Partners
John is the Director of Retirement Plan Consulting for Venture Visionary Partners and joined the firm at its founding in 2019. He leverages more than 15 years of corporate consulting experience and immediately prior to VVP was a Senior Retirement Plan Consultant at UBS Financial Services. John was one of approximately 270 consultants authorized by UBS, nationwide, to deliver services in an ERISA-defined fiduciary capacity. He partnered with more than 70 businesses serving nearly 15,000 plan participants during his time at the firm. John and the plan consulting team partner with companies to design, invigorate, and revitalize retirement benefit plans. Robust employee engagement initiatives, a sound investment selection and management process, comprehensive plan governance procedures, and an executed 3(21) or 3(38) fiduciary agreement all form the foundation of this partnership.
Kelli Send
Senior Vice President –Participant Services @Francis Investment Counsel
Kelli leads the Firm’s MoneyAdvice@Work® Team, a company-sponsored financial wellness benefit that connects employees with down-to-earth financial advisors who educate, advise, and coach on any money matter…without the sales pitch. Kelli brings over thirty years of financial services experience to the team including over twenty-six with the Francis team. She holds a Bachelor of Arts Degree in Business Administration – Marketing from Michigan State University and a Master of Education from Carroll University specializing in Adult Education. She is responsible for all aspects of financial wellness programming, including curriculum development, design of education programs, and delivery of face-to-face and remote personal money advice. She has extensive experience in training and public speaking engagements and has authored research on the impact of workplace financial education programs on 401(k) participant rates of return. She holds a Certified Financial Planner (CFP®) designation.
John Manganaro
Managing Editor @PLANADVISER.com