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Organizational Strategies for Health and Financial Wellness

Organizational Strategies for Health and Financial Wellness—The complexities of managing and retaining talent at your organization have increased in the past few years. This course is designed to explore the importance of financial literacy and wellness in your organization and discuss effective ways to measure and identify what works and what doesn't in attracting and retaining your organization's employees. Discover new ways to handle situations such as succession planning and communication strategies in this two-day course with your peers and experts in the field. Ensure your organization is on the right track for success, and network with others to gain new insights while gaining take-home action items to improve your organization's strategies for health and financial wellness.

View Course Outline

Topics covered in this course:

  • Terminology and concepts
  • Defining stakeholders and drivers
  • Behavioral influences
  • ROI and wellness in plans
  • Worksite wellness programs
  • The impact of financial issues
  • Identifying what can and cannot be measured
  • Tailoring your organization's communication strategy
  • Individual and population retirement management
  • Financial literacy content
  • Case study

Class times

  • Day One: 8:00 a.m.-5:00 p.m.
  • Day Two: 8:00 a.m.-3:00 p.m.

Take this course and work toward earning a Certificate of Achievement!

This course applies to:
Certificate in Strategic Benefits Management

Certificate in Strategic Benefits Management wheel

Continuing Education

Educational sessions at this program can qualify for CEBS Compliance credit. Visit www.cebs.org/compliance for more information.

Course Offerings and Pricing

Spring

March 4 - 5, 2024
Scottsdale, AZ

Pricing

Before January 23, 2024

US$1,375.00

Member

US$1,595.00

Non-member

After January 23, 2024

US$1,675.00

Member

US$1,895.00

Non-member

8:00 AM - 5:00 PM

Organizational Strategies for Health and Financial Wellness - Day 1

8:00 AM - 3:00 PM

Organizational Strategies for Health and Financial Wellness - Day 2

Fall

September 14 - 15, 2024
Nashville, TN

Pricing

Before August 06, 2024

US$1,375.00

Member

US$1,595.00

Non-member

After August 06, 2024

US$1,675.00

Member

US$1,895.00

Non-member

The selected event has no sessions

Interaction with fellow professionals from public, corporate and multiemployer plans was extremely educational.

Bill Feyling
Executive Director
Carpenters 46 Northern CA Counties