Implementing a Practical Financial Wellness Approach

Free to International Foundation and ISCEBS members

This session will give you the tools to implement a practical financial wellness approach in pension plans and organizations. Join us for a dynamic presentation where attendees will:

• Gain insights from case studies of employers and trustees actively implementing financial wellness in their pension programs.
• Explore strategies to design pension plans that are inherently inclusive, accounting for various life circumstances, cultural backgrounds and socioeconomic factors.
• Learn practical solutions to implement decumulation and financial coaching support.