ENGAGE2015: Joe Larocque, Co-Founder & Director of Product Management, and John Wolff, Co-Founder & Director of Major Accounts at GuideSpark, on helping your employees get the best when it comes to financial wellness. For more on the conference, visit http://www.guidespark.com/engage2015/. Follow GuideSpark on Twitter, LinkedIn and Facebook for up-to-date news.

1. Financial Wellness
Solving for Increased Productivity & Engagement

2. Poll Question #1
EMERGENCY SAVINGS
I have enough cash savings to cover at
least 3 months of living expenses (stress,
emergency savings) – Y/N

3. Poll Question #2
ESTATE PLANNING
I have a will and/or living trust. Y/N

4. 50%
Employees who report emergency
savings as their top concern
40%
PwC Employee Financial Wellness Survey, 2014
Employees who report
having a will
How the Group Compares

5. Traits Associated with High Levels of Financial Well-Being
CONTROL
CUSHION
They feel they have over day-to-day finances
They feel they have enough to absorb a financial shock
GOALSThey are actively working towards
FREEDOMThey have the financial to enjoy life
Consumer Financial Protection Bureau

6. Financial Wellness and Employee Engagement
64%
Americans reporting
money as #1 stressor
(American Psychological Association)
STRESS HEALTHDISTRACTION
1 in 4 employees report
financial distractions @ work
(PricewaterhouseCoopers)
Financial concerns prevent
living a healthy lifestyle
(American Psychological Association)
32%

7. Employers Answering the Call
SATISFIED EMPLOYEES
LOYAL EMPLOYEES
ENGAGED EMPLOYEES
PRODUCTIVE EMPLOYEES
Employers believe workplace
financial solutions lead to more…
91%
75%
85%
79%
Companies that offer financial
wellness could save $3 for
each dollar they spend
(Consumer Financial Protection Bureau report)
90%of large firms surveyed believe financial
solutions will be a standard element of
a benefits package in the next 10 years
(Bank of America 2015 Workplace Benefits Report)

8. POLL QUESTION
Do you have a financial wellness program in place for your
employees?
A)Yes
B) No
C) Considering it

9. Financial Wellness Engagement
ACT
ENGAGEMENT
MONITORING
IMPROVEMENT
ASSESSMENTS
& REPORTING
FINANCIAL
WELLNESS
EDUCATION
PROVIDER
FULFILLMENT

10. Assess
Address the Broad
Financial Picture
Mind the Time
Immediate Feedback
Personalized Actions

11. Learn

12. Learn

13. Act
Integrate Total Rewards
Objectivity is critical
(“follow the money”)
Clear separation when
it comes to advice

14. Questions