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Speaker Bio:


Jennifer is the Business Development Director at Advancial. She has over 19 years of financial services and education experience and specializes in assisting employers with the implementation of corporate financial wellness programs. Her experience includes developing and improving financial teaching methodologies, as well as onboarding and implementing custom financial wellness programs into her clients’ Total Rewards, benefits, and Preferred Vendor platforms. She frequently serves as a speaker on personal finance topics and employee benefit plan solutions. Jennifer graduated from Texas Tech University with a Bachelors of Business Administration in Management and International Business and is a Certified Credit Union Executive. Jennifer is most passionate about improving consumer financial literacy and holds a Certified Financial Education Instructor Designation through the National Financial Educators Council. Eager to share her talents and resources with others, she regularly volunteers her time mentoring youth on improving money management skills Currently, Jennifer sits on the United Way Houston Organization Review Committee and serves as Chapter President of Worldwide Employee Benefits Houston.

Session Description:

As the thought of financial wellness drifts from an ancillary benefit to an employee expectation, employers are rapidly trying to meet the demand for this benefit in 2020.

But are employers being voluntold or do they have a commanding and active role in how they add this benefit to their overall well-being program? Do you as an employer understand all the nuances related to implementing and executing a financial wellness program? Most importantly, how do these programs positively impact a company’s bottom-line and workplace culture? As employers take aim at battling financial wellness as a forefront issue, they may find themselves in a difficult position of dealing with more personal employee issues. You see, wellness, and particularly financial wellness has become pervasive and impacts many areas of employees’ lives and work environment. It’s your turn to lead the charge and understand why improving financial wellness benefits your employees and organization. 

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