Upcoming Events

Members - Don't forget you can invite a colleague from outside your organization to an upcoming event for free. It is our way of saying thank you for encouraging other to join the WP&BC organization.

Upcoming events

    • 11 Mar 2021
    • 12:00 PM - 1:00 PM (UTC-07:00)
    • Virtual

    Driving Financial Wellness at Work

    Personal financial challenges like credit card debt, the cost of education, and saving for retirement have a meaningful impact on overall employee performance. This stress can lead to employee absenteeism, lost productivity, and health issues. In fact, according to research from the International Foundation of Employee Benefit Plans, almost half of U.S. workers struggle with navigating their finances, and more than two in five employers report an increased demand for financial education from employees—a trend likely continue for the foreseeable future. Despite their popularity, many plan sponsors are still struggling with several obstacles around offering a wellness program, such as lack of time, resources, and budget. In this webinar we will review:

    • What exactly is financial wellness?

    • How have financial wellness programs evolved over recent years?

    • What are the main ingredients of an effective financial wellness program today?

    • How can employee financial wellness be measured?

    Frank Pyles, CAPTRUST   

    Frank joined CAPTRUST in 2020 as a Vice President and Retirement Plan Consultant charged with providing advisory services to retirement plan sponsors, institutional investors, endowments, and foundations. His expertise includes advising plan sponsors on investment oversight, compliance fulfillment, fiduciary best-practices, and plan governance. Prior to joining CAPTRUST, Frank spent more than fifteen years with Vanguard, where he held the position of Regional Director for Defined Contribution Retirement Solutions. In that role, Frank worked closely with hundreds of plan sponsors, resulting in over $6 billion in new investment assets, during his tenure. Before joining Vanguard, Frank was a financial advisor at Edward Jones Investments in Phoenix. Frank has over 20 years of experience in the financial industry. 

Refund Policy

A refund is provided for a meeting reservation that is cancelled more than 72 hours before the reservation deadline for the event.  Therefore if the event is scheduled for 11:30am on January 21st you have until 11:30am on January 18th to cancel your reservation and receive a refund.  All paid events are transferable to another attendee for the same event.

Don't forget that if you are a member, you can invite colleagues from outside your organization to an upcoming lunch for free with your paid registration.  Its our way of saying thank you for encouraging others to join the WP&BC organization.

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