Financial Wellness Webinar
FREE VIRTUAL EVENT
Wednesday, February 5, 2025 | 12:00 - 1:00 PM | via Zoom
PROGRAM DESCRIPTION:
No matter what financial fitness looks like to you and your employees, everyone can use some help when it comes to managing money. Whether your goals include early retirement, setting money aside for family, or paying off debt, tune into this webinar to set yourself up for success.
Building a stable financial footing, for both the present and the future, requires making strategic decisions in a range of areas. Among the building blocks are a sound budget, reducing debt and saving consistently for your retirement.
A survey from the National Institute on Retirement Security earlier this year shows that 55% of Americans are concerned they cannot achieve financial security in retirement. And, according to the U.S. Bureau of Economic Analysis, American workers are saving an average of 3.4% of their disposable income, which is down from 4.8% from a year ago.
To help chart your financial wellness, enjoy this webinar that will offer you some expert insights on building a strong financial foundation, now and in the future.
This program has been submitted for HRCI and SHRM credits.
OUR SPEAKER:
Olivia Caronna
Vice President, Ivy Financial Fitness & Financial Coach
As the Vice President of Ivy Financial Fitness, Olivia works directly with our private clientele, retirement plan affiliates, and other industry professionals in the marketplace to present financial coaching as a key component to financial services. Working alongside other financial advisors, planners, and workplace professionals, Olivia helps enhance the knowledge and application of total financial wellness by having a niche offering that addresses budgeting, debt elimination, emergency savings, and the basics of retirement planning.
As a Financial Coach, Olivia can be thought of as a personal trainer for money. She is passionate about working one-on-one with individuals who want to take the stress out of finances, experience the success of meeting their goals, and discover financial freedom. By helping bring clarity and confidence to personal finance, Olivia guides our clientele on a transformative pursuit towards financial stability, well-being, and success.
With over a decade of service experience, she is committed to making impactful relationships that inspire our clients to reform their financial lives from the time she first meets them through the life of their relationship with the firm.
Outside of work, Olivia is very active in her church community and is committed to helping others through ongoing volunteerism.
Keep the conversation going, join us at our upcoming programs.
RI SHRM PROGRAMS
Sponsorship opportunities are available. Contact Stef Nelson at rishrmsponsorship@gmail.com.
