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Empowering Employees to Resolve Financial Stress

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As individuals navigate shifts in cost of living, state/federal services, and the economy at large, employers can play a critical role to help ensure the financial health of their employees. Join VBSR and The Richards Group in Session 1 of their three-part series on Workplace Wellbeing, as we explore resources to help reduce financial stress and enhance both employee satisfaction and overall productivity.

Workers are feeling the weight of their personal finances, and recent studies have shown that although people want to be able to save money, plan for retirement and pay off debt, they are not making meaningful progress. Left unaddressed, financial stress inhibits workplace productivity and engagement and impacts company culture. People want, and urgently need, access to resources to help reduce financial stress. Improving financial literacy can empower workers to make better decisions about money, reduce their stress levels, and ultimately retire on time. HR professionals and managers are uniquely positioned to be powerful changemakers in the financial wellness space, directly influencing the well-being and stability of their workforce. By connecting employees with key financial resources, we can help them navigate and overcome financial stress, fostering greater security and peace of mind. 

What’s more, implementing impactful financial wellness initiatives often requires little to no incremental cost to the organization—making it a high-value, low-cost opportunity to enhance both employee satisfaction and overall productivity.

The Richards Group, a distinguished local leader in providing P&C Insurance, Total Rewards, and Retirement Planning & Wealth Management consulting since 1867, brings its extensive expertise in financial wellness, employee retention, and organizational health to this important discussion.

Whether you are a business owner, HR professional, or manager, we hope you can join us for this engaging discussion that will help you address the lack of financial literacy in the workforce and connect your employees with resources to mitigate financial stress and become more productive. 

MEET YOUR FACILITATORS

Allisyn Lambert is a Retirement Plan Consultant and Financial Advisor. She has 16 years of experience in the financial industry and is a CFP® professional. The last 9 years have been focused on retirement plan consulting and individual wealth management at TRG. Her work in the retirement plan space helps employers implement and customize education initiatives for employees and has had a financial literacy focus. She is certified with the Accredited Investment Fiduciary® designation (AIF) from the Center for Fiduciary Studies and is a National Social Security Advisor certificate holder. She holds a Vermont Resident Producers license in Accident & Health, Life Insurance and Variable Life Insurance & Annuities and is FINRA Series 7, 63 and 65 licensed.

Steven Burnett is a Retirement Plan Consultant and Financial Advisor. He has over 25 years of retirement plan experience that includes time at two national 401(k)/403(b) recordkeepers, with the last 13 years spent consulting at TRG. He is passionate about the client-focused retirement plan process TRG has developed over the years to help ensure that plan sponsors meet their fiduciary obligations and create enhanced employee outcomes. Steve is FINRA Series 7, 63 and 66 licensed, and has been awarded the Accredited Investment Fiduciary® designation from the Center for Fiduciary Studies.  Steve also holds a Vermont Resident Producers license in Accident & Health, Life Insurance and Variable Life Insurance & Annuities.


For more information about The Richards Group and their range of services, visit https://therichardsgrp.com/financialsolutions.


Checkout rest of the Workplace Wellbeing Series and register to join us!

Questions? If so, please contact to Molly Rand at mollyr@vbsr.org.

When

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Where
Virtual