Why HR Should Bring Financial Literacy to the Workplace
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This one-hour CE course is designed to provide a greater understanding of any responsibility and corresponding liability that employers may face regarding financial education in the workplace, especially relative to the ERISA Act and the Government Accountability Office. Additionally, the course will include an overview of what training for employees should include, along with specific course content.
Learning Objectives:
- Describe the financial problems, issues and concerns employees face and any responsibility and corresponding liability that employers may face regarding financial education and proper management of company-sponsored retirement plans.
- Create updates on current developments in the areas of financial education, including rules, regulations, lawsuits and other information important to employers.
- Design employee training with a step-by-step process for fulfilling an employer’s expectation to provide financial wellness classes/information for employees.
This webinar is $50 for ALA members and $125 for non-members. Current CLMs may use the code 26CLM for a $5 discount.
CLM Application Credit: 1.00 hour(s) of Organizational Development.
CLM Functional Specialist Credit: 1.00 hour(s) of Financial Management.
CLM Recertification Credit: 1.00 hour(s) of Financial Management.
Ashley Whittaker
Ashley Whittaker has a Master's in TESOL with an emphasis on Adult Learning & Curriculum Design from the University of Utah. She began her teaching career instructing Adult second language learners. She went on to spend 10 years as a law firm Administrator and landed in the financial literacy space after searching for a way to make a huge impact on the massive problem of financial illiteracy. She recently earned her CFEd after serving as a Financial Educator for 6 years with WealthWave/TheMoneyBooks. She has been teaching and presenting financial literacy concepts to a variety of audiences ranging from non-profit community organizations, real estate and mortgage professionals, business owners and families and individuals.
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