Supporting Financial Wellness: Insights from SHRM and Raymond James
July 22, 2026 1:00 PM ET
Financial wellness is a critical yet often overlooked part of employee well-being. This session presents the latest research on U.S. workers’ financial wellness, conducted in partnership between SHRM and Raymond James. Attendees will learn about the current state of financial wellness; how it affects mental health, productivity, and career decisions; and why it is an increasing organizational priority. The session will also examine how organizations support financial wellness, including the programs that organizations provide, challenges in delivering support, and opportunities to enhance impact. Join us to understand the link between financial wellness and workplace success and discover how organizations can strengthen employee financial well-being.
Learning Outcomes:
- Learning Outcome 1: Explore the current state of financial wellness among U.S. workers and the factors influencing financial health.
- Learning Outcome 2: Examine how financial wellness affects mental health, productivity, and career decisions and see why it is a growing organizational priority.
- Learning Outcome 3: Learn how organizations support financial wellness, including programs offered, challenges faced, and opportunities to strengthen employee financial well-being.
SHRM Knowledge Advisors will join the live webinar to answer your questions in real time—right in the chat. If we don’t get to your question during the session? No problem, SHRM members can head to SHRM Connect after this webinar to keep the conversation going with advisors for 30 extra minutes. This benefit is only for members who join the live webinar and not included later on demand.
Meet the Presenters
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Kristen Koluch, CFA®, CFP®
Senior Vice President, Investments, Raymond James
Kristen has dedicated her 20+ year career to helping individuals make meaningful progress towards their financial goals, including retirement. She appreciates that wealth begins in the workplace and helps employers build meaningful benefits programs that not only meets their fiduciary responsibilities, but also meets the needs of their workforce.
As a Chartered Financial Analyst®, Kristen holds one of the world’s most respected and recognized investment designations, giving her the skills needed for high-level, specialized asset-management responsibilities, including security analysis, portfolio management and business reporting. In 2020, Kristen obtained her CERTIFIED FINANCIAL PLANNERTM certification, demonstrating her commitment to her profession.
Earlier in her career, she was an investment banking analyst at Barclays Capital, where she supported senior bankers in advising large companies on their corporate capital structure and financing options. She graduated magna cum laude from Georgetown University.
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Ragan Decker
Ragan Decker, Ph.D., is an Industrial-Organizational Psychologist and Director of Commercial Research on SHRM’s Thought Leadership team. She leads and conducts strategic research that advances SHRM’s mission. Her team’s work, along with her own research contributions, spans a wide range of topics, including deskless workers, artificial intelligence, executive priorities, the state of the workplace, workplace culture, mental health, and civility.
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.