Virtual Learning: Workplace Financial Wellness: Delivering financial confidence to your employees
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 Export to Your Calendar 8/13/2020
When: 8/13/2020
12:30 PM- 1:30 PM
Where: Virtual Learning Event
Contact: Admin Director

Online registration is available until: 8/13/2020
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Virtual Learning:  Workplace Financial Wellness: Delivering financial confidence to your employees    

Thank You to Our Event Sponsor:


Event Overview:

Financial wellness programs provide tangible benefits to the businesses that offer them, including greater employee satisfaction, improved productivity, lower turnover rates and potentially decreasing company healthcare costs. Educating your employees to help them make better informed financial decisions is a first step toward improving productivity and driving employee engagement. This workshop will focus on the benefits and value of a workplace financial wellness program, in addition to the elements necessary to build and manage a successful implementation.

Our learning objectives for the event will be:

  • Benefits of providing Workplace FW program
  • FW program components
  • Designing and delivering an optimal FW program

Event Information:
August 13, 2020
Program 12:30-1:30 PM

Virtual Event- webinar link is provided in registration confirmation email

Free to everyone

Speaker Information:

Adam Ward:
Adam leads the strategy and service delivery for Financial Wellness programs as an outsourced service component of his Ameriprise Financial franchise practice.Prior to becoming an Ameriprise financial advisor in 2002, he enjoyed a successful 19-year career in executive sales and business development for companies such as Sun Microsystems, i2 Technologies and PeopleSoft based in New York, Philadelphia, San Francisco and Washington, DC.Adam’s background is ideally suited for developing and delivering a workplace financial wellness program to corporate clients and his knowledge and experience has enabled the success of Workplace programs at Dell Technologies, Juniper Networks, EMC Corporation, IBM and Siebel Systems.

Brook Bright:
Brook is a financial advisor for Landing Point Financial Group in the greater Cleveland area.  Prior to becoming a financial advisor, he enjoyed a successful institutional capital markets career as an equity trader and industry specialist focusing on the industrial and basic material sectors.  Brook’s background is well suited for guiding clients through an ever changing and increasingly more complicated financial landscape.  His experience, goals based approach, and desire to educate provides a backdrop for lasting relationships. 




Cleveland SHRM is committed to the full inclusion of all its members. As part of this commitment starting January 2017, CSHRM will make every attempt to ensure that all members with disabilities are provided a reasonable accommodation to participate to the highest degree possible in all CSHRM activities. Accommodations will be provided to CSHRM members through collaborative efforts with the Cuyahoga County Board of Developmental Disabilities, local non-profits, and other community organizations to acquire accommodations that are being provided to CSHRM members.

To request an accommodation for a workshop or CSHRM activity, please contact the Reasonable Accommodation Coordinator below.
Katti Sorboro
: Email:  Text: 330.990.3046