Small Nudges, Big Impact: Rewiring Financial Behavior for Good

Small Nudges, Big Impact:
Rewiring Financial Behavior for Good

FREE VIRTUAL EVENT

Tuesday, August 26, 2025 | 12:00 - 1:00 PM | via Zoom

PROGRAM DESCRIPTION: 

Modern HR teams face a common challenge: employees are overwhelmed, disengaged, and often make no financial decisions at all. This fast-paced, thought-provoking session reveals how you can harness behavioral science and automation tools to remove roadblocks and guide employees toward lasting financial wellness. Learn how small design changes—like auto-enrollment and default deferral rates—can have a massive impact on participation, productivity, and mental health. Walk away with actionable insights that make it easier for employees to say “yes” to their financial future—by making doing nothing the best decision of all.

Key Takeaways: 

1. Identify key psychological barriers that prevent employees from engaging in workplace retirement and wellness programs.

2. Explain how positive inertia and auto-pilot features (e.g., auto-enrollment, auto-escalation) can improve plan participation and long-term outcomes.

3. Evaluate strategies for removing complexity and friction in benefits decision-making.

4. Apply best practices to design a benefits experience that nudges employees toward better financial behaviors without increasing HR burden.

This program has been submitted for HRCI and SHRM credits.

Thank you to our hosting sponsor!

OUR SPEAKERS:

Billy Ebersold
Strategic Retirement Partners

Billy Ebersold  is a member of the retirement plan service team, supporting you and your employees through participant education and guidance. He is available to address the questions and concerns of your plan participants regarding their own personal financial situations.

Billy Joined SRP in fall of 2023 after having worked in operations at People’s United bank for 2 years and then making a transition to wealth management and working for Ameriprise Financial services as a Paraplanner.  He graduated from Roger Williams University with a BS in Finance and was on the Varsity Swim team for 4 years.  Billy holds his Series 7 and 66 license and passed the CFP® Exam November of 2024 and it currently fulfilling the experience requirement to become a full Certified Financial Planner®.

Zach Morris serves as an added member of your retirement plan service team, supporting you and your employees through participant education and guidance. He is available to address questions and concerns as they relate to your plan participants. Zach also supports our individual wealth clients.

Zach joined SRP in January 2019 with 4 years of experience in the wealth management industry. He is a graduate of Bryant University, where he studied International Business/Finance, and was a four year varsity tennis starter. Zach comes to SRP after several years at Bank of America Merrill Lynch. Zach holds his FINRA Series 7, 63 & 66 licenses and holds his CFP® designation, and is conversant in Spanish.

Stay connected—join us at one of our upcoming programs!

RI SHRM PROGRAMS

Sponsorship opportunities are available. Contact Stef Nelson at rishrmsponsorship@gmail.com.