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What COVID has taught EAPs about Employee Financial Wellness (April 2021)
May 7 - 14, 2021
Online Course

EAPA Webinar Series Presents:

What COVID has taught EAPs about Employee Financial Wellness

 

TRAINER: Marcy Munro, Chief of Operations, Marketing Team, Ask Financial Wellness

DATES OF TRAINING: Friday, May 7 and Friday, May 14, 2021

TIME AND LENGTH OF SESSION: 12:00 Noon - 1:00 PM Eastern, 1 hour each (2 hours total; attendance at both sessions required for credit)

PDH INFORMATION: Approved by the EACC for 2 PDHs in Domain III

PRICING: $69 EAPA Member rate; $109 Non-Member rate

 

SESSION DESCRIPTION:

Saying goodbye to 2020 was not a difficult task for most of us, but there is still a lot to be learned from the past year, especially when it comes to employee financial health. Marcy will walk us through some of the top lessons the financial fallout from COVID-19 taught Employee Assistance Programs, and what it means going forward about to your own Financial Wellness offering. We're not yet through the personal financial storm for many American workers. Furloughs, layoffs, and reduced hours will continue to take their toll in future months and years. Learn why NOW is the time to introduce more in the way of financial wellness services and how it can drive engagement with your customers.

THREE LEARNING OBJECTIVES:

At the conclusion of the training, participants will be able to:

  • Describe “risk-as-feelings theory” and how it differs from the affect heuristic or consequentialist theories of choice.
  • Identify four drivers influencing the excess consumption/hoarding of goods during the early part of the COVID-19 pandemic.
  • Give examples of least three mental health, productivity, sleep, or personal relationship outcomes impacted by increased financial stress.

 

ABOUT THE PRESENTER:

Marcy Munro, Chief of Operations, Marketing Team, Ask Financial Wellness, is a money expert and an accomplished public speaker who has conducted over 1,000 live trainings for a variety of audiences over the last 20+ years. Her engaging and inspiring personal finance training is born of the 24 years spent working with families and their finances as a licensed financial advisor, as well as her close involvement with Employee Assistance Programs over the last 12 years. Her consumer and professional audiences appreciate her down to earth approach and keen insights. She is passionate about increasing personal financial literacy and one of her enduring wishes is that one day, personal finance training will be required education in all 50 states.

 

Marcy trains on a variety of topics that include consumer finance, leadership, teambuilding and more. She also develops original consumer finance content including: Smart Women Finish Rich, How to Get Back on Track Financially and Financial Fluency, all to excellent reviews. And, although she has lived in Southern California since age 3, her New Jersey roots still peek through in her-on again, off-again accent.