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5 Things I Shared

  1. Employees' financial wellness has a direct impact on their productivity at work

  2. At least 50% of employees are engaged in some sort of "side hustle" to help improve their finances

  3. As many as 55% of employees spend more than 3 hours a week at work dealing with their finance

  4. At the end of 2022, more employers felt some responsibility for their employees' financial wellness compared to previous years

  5. Financial wellness programs beyond a retirement plan (e.g. 401(k)) are a win-win for employers and employees

5 Things I Learned

  1. Financial Empathy what it is and having it for ourselves and others

  2. Understanding how much of our happiness we control (only 40%!) and what makes us happy, play a role in financial wellness

  3. Uncovering financial beliefs is a continuous life-long process

  4. Universal Design of Language is a good application for inclusive financial education

  5. Financial wellness and education are important to people with disabilities, but they are often overlooked

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