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2022 AICPA & CIMA Not-for-Profit Industry Conference

NOT22EL02 - Education Lab: Leveraging Diversity & Inclusion to Improve Financial Wellness Programs in Retirement Plans (Sponsored by Bank of America Merrill)

Jun 13, 2022 4:05pm ‐ Jun 13, 2022 4:25pm

Standard: $49.00


Financial Wellness is a life journey and we are now seeing the impact of Financial Wellness play out along ethnicity, race, sexual orientation and geography, as well as where the person falls on the financial spectrum. By incorporating Diversity & Inclusion data into your Financial Wellness programs for employees you can be sure to provide a more holistic benefit that meets the needs of more employees and helping you attract and retain better talent (the better your benefits, the more you care for your employees), allowing all to meet their definition of Financial Independence!


  • Cynthia Hutchins, ChSNC, CRPC, Director of Financial Gerontology, Dir Retirement Services, Bank of America Merrill
Category: Education Lab (Onsite and Online)

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