Topic: Financial Wellness Strategies for the Workplace
Description: Financial stress affects over 70% of the American workforce, creating a dramatic cost to organizational bottom-lines that has been largely ignored – but not for much longer. Progressive organizations are pushing the boundaries by incorporating financial help into their overall wellness initiatives. We invite you and your colleagues to join us for an interactive discussion about financial wellness. You will walk away with an understanding of why financial wellness has gained traction in the benefits field, a rationale for promoting financial wellness internally, and key considerations to keep in mind when developing a financial wellness initiative.
Speakers: Joseph Topp and Anne Loppnow, Francis Investment Counsel
Joseph Topp, CPA
Vice President – Investment Consulting Services
Joe leads Francis Investment Counsel’s business development efforts. He has over 30 years of progressive financial management experience having previously served as Chief Financial Officer of a mid-sized Wisconsin corporation. Joe is a Certified Public Accountant (CPA) and a frequent public speaker on retirement plan oversight procedures and participant communication and financial wellness strategies. He earned his Bachelor of Science degree in Accounting from Marquette University and has worked with the Francis team for over 18 years.
Business Development Consultant
Anne serves as Business Development Consultant at Francis Investment Counsel. She is actively involved in outreach and marketing, including promotion of the Firm’s MoneyAdvice@Work® Financial Wellness Services. Anne joined Francis to support the Firm’s team of Money Advisors and remains an advocate for sales-free financial education and personalized advice. She graduated Summa Cum Laude with a degree in Communication from the University of Wisconsin – Whitewater. Her previous speaking experiences include presentations for Wellness Council of Wisconsin (WCWI), Fond du Lac Area Businesses on Health (FABOH), and Willis Towers Watson.
Location: Godfrey & Klan, S.C. (N21W23350 Ridgeview Parkway #100 | Waukesha)
Max Attendance: 20