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Upcoming Shows

Oct 26
Steven Borne
Consuming Government
Flywheels, Ideas, and Individual Actions to Better Manage the Government Services You Buy
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Nov 2
Lindsey Skilling
Giffords Ice Cream
Working in a Family Owned Business
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Nov 9
David McNeff
Peak Consulting Group
The Work Life Balance Myth
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Nov 16
Curtis Picard
Retail Association
of Maine

Recruiting Retail
Employees in a
Tight Labor Market
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Nov 23
Kevin Lewis
Maine Community
Health Options

Healthcare Today
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Nov 30 – RERUN
Christopher S. Lockman
Verrill
Employee Benefits for
Small Employers
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Dec 7
Tom Ellis
The Jackson Laboratory
Successful Talent Management
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Dec 14
Jason Maxwell
MassPay
How the Sudden Death
of a Business Owner
Impacts Leadership and Family
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Dec 21
Tom McKeown
TrenData
Retaining Talent
Through the use of AI
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Archives

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Delivering Financial Wellness

Saturday, April 6, 2019 @ 10am

Download the Show Audio Here

Guest: Mark Singer, CFP
President and Founder

Financial Literacy Toolbox

Competing in Today’s Demanding Business Environment –

Mark S. Singer CFP® has over three decades in the financial advisory industry. Over the last eight years, he has dedicated his expertise toward finding innovative ways to enhance financial literacy within the corporate world.

He developed and launched Financial Literacy Toolbox, which offers a suite of unbiased, educational solutions for both plan sponsors and plan participants. He is the author of three books, the most recent being The New Financial Wellness – Changing the Conversation, which is a groundbreaking book that provides solutions and insights from industry leaders.

In 2017, Mark completed a comprehensive study to benchmark the effectiveness of a targeted financial wellness program. Mark shares these intriguing findings when he speaks and writes on the topic of financial wellness.

Mark is a frequent speaker, published in industry publications, and is a monthly contributor to Employee Benefit Adviser and 401(k) Specialist.