Are financial concerns quietly impacting your employees’ focus, performance, and long-term well-being?
Join us for a strategic and practical webinar designed to help HR leaders better understand financial wellness, its impact on employee performance, and how the right strategy can support both people and business outcomes.
You’ll Learn How To:
- Define financial wellness from both the employer and employee perspective
- Understand the true cost of employee financial stress on productivity and retention
- Identify the key elements of effective financial wellness programs that drive engagement
- Take actionable steps to improve financial outcomes without increasing HR workload
Whether you’re evaluating existing benefits or exploring new wellness initiatives, this session will give you the clarity and confidence to make more informed decisions.
Meet the Presenters
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Lars Doebler, CFP®
Financial Planning Consultant, Raymond James
Lars started his financial career as a Registered Client Service Associate at a Raymond James branch. Then, he obtained the CERTIFIED FINANCIAL PLANNER™ certification and started consulting financial advisors on financial planning topics within Global Wealth Solutions at the Raymond James home office. He now has 14 years of financial planning experience and helps financial advisors with challenging planning concepts.
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Kimberly Pruitt, C(k)P®
First Vice President, Investments, Raymond James
Kim has more than 20 years of experience in the financial services industry, specializing in retirement plan design, fiduciary guidance, and employee education. She works with plan sponsors and participants across a wide range of industries and organizational sizes, advising on both qualified and nonqualified retirement plans. Earlier in her career, Kim spent four years at Fidelity Investments as an account executive for defined contribution plans, where she benchmarked plans, delivered participant education and supported client relationships.
Kim holds a Series 65 license and the Certified 401(k) Professional® designation. Kim also speaks at industry conferences and has served as an adjunct lecturer. She lives in North Texas with her husband and three boys.
DISCLOSURE
SHRM is a current client of Raymond James. SHRM receives cash compensation from Raymond James in exchange for priority placement and brand promotion at conferences, shared authorship of marketing materials, and the contact information of attendees at SHRM conferences. SHRM’s receipt of cash compensation creates an incentive for SHRM to market investment advisory services of Raymond James. Raymond James is not affiliated with SHRM. SHRM does not offer investment advisory services.
Visit raymondjames.com/shrm for important information about Raymond James (RJA WRAP FEE PROGRAM BROCHURE, RJFSA WRAP FEE PROGRAM BROCHURE, IFS FORM ADV 2A) and how SHRM works with Raymond James (PROMOTER’S DISCLOSURE).
Securities offered through Raymond James & Associates, Inc., member NYSE/SIPC, or Raymond James Financial Services, Inc., member FINRA/SIPC, each a broker-dealer registered with the Securities and Exchange Commission (SEC). Investment advisory services offered through Raymond James & Associates, Inc. or Raymond James Financial Services Advisors, Inc., each an investment adviser registered with the SEC.
Raymond James Home Office: 880 Carillon Parkway, St. Petersburg, FL 33706
SHRM certification has approved this webinar for 1 PDC toward SHRM-CP or SHRM-SCP recertification. A program code will be provided at the end of the webinar.