Employee well-being programs have grown dramatically in recent years, with organizations investing in areas from mental health to fertility and family benefits. Yet financial stress continues to rise, and employees increasingly face their most complex financial decisions at work. From retirement planning and benefits navigation to budgeting and tax filing, employees are looking to employers for timely, trustworthy, and tailored support.
In this session, Amy Chou, Chief Operating Officer at Addition Wealth, and Bev Menillo, Director of Total Rewards and Employee Experience at LAIKA Studios, will explore how leading organizations are evolving their approach to financial wellness. Participants will learn how integrating personalized financial guidance into workplace benefits can reduce stress, build employee confidence, strengthen retention, and ease the administrative burden on HR teams.
 

Key Takeaways:

• Understand strategies for delivering holistic financial wellness programs that address real employee needs
• Learn how to integrate financial guidance and tax support into Total Rewards offerings
• Explore practical approaches to reducing financial stress, boosting confidence, and enhancing retention through tailored support