Looking forward to seeing Greg Ward, CFP and Director of our Financial Wellness Think Tank? in conversation with Susan Caminiti, CNBC Content Editor, at the CNBC Workforce Executive Council tomorrow! Greg and Susan will discuss the #ROI of benefits including the latest trends, what the next generation wants most from their employers, engagement challenges, and what’s not worth a company’s investment. #CNBCCouncils?#CNBCWEC #employeebenefits #financialcoaching
Financial Finesse
金融服务
El Segundo，California 6,081 位关注者
Empower your workforce with personalized financial guidance from the company that created financial wellness.
关于我们
Financial Finesse is the country’s leading independent provider of unbiased financial wellness benefits. ? Since 1999, we’ve helped over 10,000 organizations, including many of the Fortune 1000, improve their bottom lines and become more competitive by empowering their employees to achieve financial security. ? We do this by making our award-winning financial wellness programs available to employees at no cost as an employer-sponsored benefit. With highly personalized and ongoing one-on-one coaching from CFP? professionals, AI-powered virtual coaching, live workshops, webcasts, educational tools and content, we reach over 2.4 million individuals every year. ? We believe that everyone should have access to unbiased financial coaching, regardless of income, job type or any other factor, and we’re on a mission to bring these life-changing services to as many people as possible. ? We do not sell any financial products or manage any assets. We’re in the business of changing financial lives. For a private demo tailored to your business contact us at [email protected].
- 网站
-
https://www.financialfinesse.com
Financial Finesse的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- El Segundo，California
- 类型
- 私人持股
- 创立
- 1999
- 领域
- financial education programs、benefits planning education、strategic workplace financial education solutions、financial wellness programs和financial education and wellness best practices
地点
-
主要
获取路线
123 Arena St
US，California，El Segundo，90245
Financial Finesse员工
-
Oleg Baranovsky
Managing Partner at FIS Consulting, LLC. President, LAPHP
-
Dusten Salinas
-
Lisa Carrillo Painter, CFP?
Head of Strategic Partnerships and Business Development @Financial Finesse, CFP?
-
Kevin Fattor
Leading, growing and maturing tech teams to enable business strategy and do some good in the world.
动态
-
Honored to share that Aimee (Artificial Intelligence Motivating Employees Everywhere), our AI-powered virtual financial coach, was named a winner in the?2024 A.I. Awards program?in the "Best Use of AI-driven Personalization" category today! ?? "[Financial Finesse's] approach to AI-powered financial coaching is transformative, helping employees reduce financial stress, build resilience, and make real progress toward their goals," said AI Awards Judge,?Dave Newton. "The A.I. Awards Judging Panel thought this was a standout example of how AI can revolutionize financial wellness in the workplace while driving ROI for employers." #financialcoaching #employeebenefits #ai #safeai See more here ?? https://lnkd.in/gU5j7VPK
-
-
This week HR.com invited Financial Finesse Senior Consultant and Head of DEI Engagement, Laura Stamps, to share insights on how employers can empower financially vulnerable employees. "Offering #financialcoaching as an employer-sponsored benefit is just the first step towards helping employees – especially people of color – alleviate their financial stress. The thoughtful and strategic implementation of financial wellness benefits, along with ongoing efforts by HR and benefits leaders, as well as their providers, to engage the employees who need these benefits most, is essential for maximizing impact." Check out the full piece here ?? https://lnkd.in/gyqsz4ra
-
-
We're honored to share that Aimee, our AI-powered virtual financial coach, has won a 2024 Merit Awards for Technology in the FinTech category! ?? With Aimee, we're delivering deeply personalized #financialcoaching at scale and changing more financial lives than ever before. Congrats to all the technology innovators recognized this year and thank you to the Merit Awards! View the full list here ?? https://lnkd.in/eQNX48Mc
Winners - Technology 2024 — MERIT AWARDS
merit-awards.com
-
We're thrilled to be extending our relationship with Ascensus—a longtime innovation partner and the first recordkeeper to introduce Aimee, our award-winning AI-powered financial coach—to support advisors and plan sponsors in helping participants improve retirement readiness?and overall #financialwellness. “The scale of this expanded partnership underscores [Ascensus'] commitment to innovation and relentless focus on supporting retirement plan advisors and plan sponsors while helping millions change their financial lives and save for a better future.”? -Liz Davidson, founder and CEO of Financial Finesse Learn more: https://lnkd.in/eWqnDiEB
We’re excited to announce that we are extending our relationship with?Financial Finesse—the nation’s leading provider of unbiased financial coaching as an employer-paid benefit—to support increased plan engagement and improve participants’ overall financial wellness. Learn more: https://lnkd.in/eWqnDiEB
-
-
Check out the latest episode of Financial Wellness at Work. Join host Julie Everett, Financial Coach Doug Spencer, CFP?, and our guest, Danielle, to hear how having a #financialcoach helped Danielle evolve her overall outlook on finances and her advice for others, including why it's important to get the most out of all #employeebenefits your job provides. https://lnkd.in/gVadg8K5
-
Last week, the National Hockey League (NHL) and the NHL Players Association held their annual Player Orientation Program (POP) in Washington, DC. The program targets players early in their careers, aiming to enhance their life skills, both generally and as they relate to life in the NHL. It covers a range of topics, including finance, personal branding, and sensitivity training. For the seventh consecutive year, we sent Brian Kelly, CFP?, one of our Financial Coaches to educate new players on maximizing their financial opportunities. It was an incredible event! Congratulations to the #NHL, the #NHLPA, and this year’s rookie class! ?? ??
Player Orientation Program
nhlpa.com
-
Wellness trend: In recent years, career breaks, or mini-retirements, have become more popular. According to a survey from Handshake, nearly eight in ten recent college graduates have expressed interest in taking time off from paid work to volunteer or for personal projects. Oyin A. explores the topic, sharing insights from people who've done it successfully, and financial experts, including Julie Everett, one of our CFP? Financial Coaches, in this The Wall Street Journal piece. Whether you're considering a #careerbreak or simply wish to understand how the next generation of employees views them, this article is for you. #financialcoaching #wellness #financialwellness
Some workers in their 20s and 30s are borrowing years of freedom from their future selves to enjoy some of their #retirement while they are still young, Oyin A. writes. Unlike followers of the FIRE movement, short for “financial independence, retire early,” those seeking microretirements say they aren’t looking for a shortcut to retirement by saving aggressively and living frugally. Their early retirement comes in the form of shorter breaks for travel or other pursuits. Although such career breaks are rare, more workers appear to be thinking about them. Nearly 80% of recent college graduates expressed interest in taking time off from paid work to volunteer or for personal projects, according to a survey from Handshake. Pausing your career during prime working years can slow the growth of a nest egg. But the chance to backpack the globe or take a series of mini-retirements is worth it, say those who have done it, even if it means delaying buying a home or having to work longer later to fund retirement—at a time when many fear a comfortable retirement is difficult to achieve. People who take mini-retirements should take steps to offset the financial consequences, said Julie Everett at Financial Finesse, such as saving more than 15% for retirement earlier in their careers and making up for lost income with higher pay when they are back on the job. Boosting retirement contributions can also help savings get back on track. Financial advisers said those wanting a career break should pay off debt first. If you don’t have a guaranteed job after the break, your savings should build in a buffer of a few months for a job hunt. ?? Read more: https://lnkd.in/g494cai7?
They’re Breaking Every Retirement Rule to Be Off Now, Not Later
wsj.com
-
Congrats Humana and Humana Foundation on a successful Humana Community Day! ?? We enjoyed being onsite with the Humana Financial Wellness team for the day's #DEI Fair. Louisville local and CFP? financial coach Don Edlin was there to meet with employees for one-on-one #financialcoaching sessions. He even got to join the Humana team in their service project later in the day and help contribute to packing 1,000,000 meals for those in need! What a day! Thanks for having us, Jacob Epperson, Madelyn Jackson, Trisha Webb, and Justin Adams! #HumanaCommunityDay #financialwellness
We did it—together! Humana Community Day was an incredible success. With the help of over 5,000 employees, we packed more than 1 million meal kits, cleaned up Waterfront Park, and shared education and resources about healthy nutrition. Thank you to the Humana Foundation, our community partners, including U.S. Hunger, and everyone who came out and showed support for creating a healthier Louisville. #HumanaCommunityDay #TeamHumana Brian Bohannon/AP photos for Humana
-
-
The A.I. Awards shortlist is out! We're honored to share that Aimee, our AI-powered virtual financial coach, has been named to the list in three categories: Best Use of AI-driven Personalization, Best Use of AI for Learning, and the AI for Good Award! ?? If you know Financial Finesse, you know that we exist to change financial lives for the better, so being shortlisted in the #aiforgood category is particularly special to us! Congrats to everyone shortlisted! View the full shortlist here ?? https://lnkd.in/ey4UT7Sf
-