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A 4-Step Framework for a Successful Financial Wellness Program

The average company's workforce faces many diverse financial challenges. As an employer, you're in a unique position to help.

However, implementing a successful financial wellness program at your company isn't a one-and-done event.

To truly reap the rewards, you'll want to monitor and refine the program so it can evolve as employees’ needs change.

In this Practical Tool, you'll discover:

  • How to use your company's demographics to determine its financial wellness
  • Three questions that will help identify your employees’ unique financial needs
  • Five KPIs to monitor engagement and success

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