Unlocking the Full Potential of Financial Wellness Benefits


Presenters: Rodney Bolden and Marissa Lewis, Morgan Stanley; and Ragan Decker, SHRM

View live: March 8, 2022, 2 p.m. ET / 11 a.m. PT (available for on-demand viewing through June 2022)

Program length: 60 minutes

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If recent events have taught us anything, it is that life comes at you fast and you must be prepared to weather the changes. For many Americans, the pandemic has created a greater understanding and appreciation of the need to build financial resiliency. To better understand how financial wellness needs have evolved during the current crisis, Morgan Stanley at Work partnered with SHRM to conduct the first Financial Wellness survey of HR professionals and working and unemployed Americans. This program dives into the results and examines the future of workplace financial wellness benefits and how these resources help both your organization and your employees.

Attendees will learn about:

  • The current state of financial well-being in America.
  • The impact of financial well-being on mental health.
  • The need for personalization of financial wellness benefits.
  • Potential areas of disconnect between what employees want in a financial wellness program vs what employers are currently offering.

About the Presenters:

Our speakers

Rodney Bolden
is a Vice President, Field Engagement Specialist at Morgan Stanley. He works with Corporate Directors and Financial Advisors to introduce Morgan Stanley’s Financial Wellness offerings to their institutional clients. Prior to joining Morgan Stanley, he was Regional Team Leader for Key’s Bank’s Financial Wellness Program. Bolden began his career in Financial Services as a financial advisor at Oppenheimer & Co., Inc. A Certified Financial Educator, Certified Associate in Project Management and an Accredited Financial Counselor, he also has held sales and relationship management roles in private wealth management, retail banking, commercial banking and health insurance at Lehman Brothers, JPMorgan Chase and Anthem.

Marissa Lewis is a Vice President, Field Engagement Specialist at Morgan Stanley. Prior to joining Morgan Stanley, Lewis was Head of the Americas at Citywire, a financial media company that is headquartered in London. She launched the U.S. branch of the business, which she ran seven years. Citywire is a newswire and conference business that connects funds and fund managers to allocators around the world. They host large and small scale events that bring these investment analysts together. Previously, Lewis was part of the marketing team at Investec Asset Management (now Ninety One) in London.

Ragan Decker, Ph.D., SHRM-CP, is a Senior Researcher, Strategic Researcher Initiatives, at SHRM. She is responsible for conducting workplace research. Prior to working at SHRM, she worked as a consultant for a global consulting firm, creating assessment tools, designing trainings, conducting executive assessments, and analyzing data to provide insightful solutions. Decker has published works in peer-reviewed journals such as Employee Responsibilities and Rights Journal, Journal of Cancer Survivorship, Annals of Work Exposure and Health, and Archives of Environmental and Occupational Health.

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This Event Eligible for Recertification CreditRecertification Credit

SHRM Certification has approved this webcast for 1 PDC toward SHRM-CP and SHRM-SCP recertification. A program code will be provided at the end of the webcast. The program also meets recertification credit standards set by the HR Certification Institute and other HR certifying bodies, but candidates must manually enter their activity into their records.

Webcast Sponsor

This webcast is sponsored by Morgan Stanley at Work

Program Sponsor



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SHRM's Employee Engagement Survey service focuses on more than 50 aspects of job satisfaction and engagement commonly linked to performance.

SHRM's Employee Engagement Survey service focuses on more than 50 aspects of job satisfaction and engagement commonly linked to performance.



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