Empowering Employee Financial Wellness: Guidance for Plan Advisors

Pete Welsh, Managing Director of Retirement and Wealth at Inspira Financial, joins American Retirement Association Chief Content Officer John Sullivan to discuss how plan advisors can help their clients develop a financial wellness program for their employees.

Financial wellness is the ability to manage money and meet basic financial needs throughout life. But only about half of U.S. adults have a general understanding of what financial wellness is, which means that attaining it remains elusive for many. Welsh tells us how advisors can help.