WWCMA WEBINAR
Steps Toward Financial Wellness
Tuesday, June 30 / 12:00 PM – 1:00 PM EST
The economic impact of COVID-19 can be stressful for companies and individuals. If you’re looking for ways to address this with your employees or thoughts on advising your clients, join Muriel Knapp, Partner at Mercer Investment Consulting , along with Maria Porto, Assistant Vice President, Partner Relations and William Burpeau, Relationship Manager, of Hanscom Federal Credit Union for a session that will explore not only what has changed recently, but also which tools and resources are available for your organization. Attendees are encouraged to share their current experiences, so we can help each other learn and grow.
Learning objectives:
- How has the financial wellness landscape changed in light of COVID for employers?
- What are the types of financial stresses employees may be faced with in light of COVID?
- What tools and resources can employers provide to their employees to help with these issues?
Thank you to our sponsor speakers:
SPEAKER
WILLIAM BURPEAU
Relationship Manager
Hanscom Federal Credit Union
Hanscom Federal Credit Union
William Burpeau, Relationship Manager at Hanscom Federal Credit Union, is a Credit Union Certified Financial Counselor. He is an enthusiastic advocate of financial literacy and education. Constantly studying the latest financial management concepts and technology, Bill seeks to get people engaged in their financial health so they can make the best financial decisions possible. He is a graduate of Texas A&M University with a BBA in Business Management and served in the Navy as a Supply Corps Officer.
SPEAKER
MARIA PORTO
Assistant Vice President, Partner Relations
Hanscom Federal Credit Union
Hanscom Federal Credit Union
Maria Porto, Assistant Vice President of Partner Relations at Hanscom Federal Credit Union builds relationships with companies and makes it her purpose and mission to assist as many employers and their employees as she can, by providing value to their benefit package suite. She does this by establishing, implementing and evaluating organizations’ benefits package goals, and employees’ personal finance goals. As an employee benefit partner and educator, Maria assists employees to improve their fiscal health, and reduce worry while becoming more productive. Maria and her team provide free virtual webinars and onsite education seminars that meet Human Resource training goals, while also providing financial tools & support that includes free financial counseling.
SPEAKER
MURIEL KNAPP, CHFC, CLU, CRC, CRA, AIF®
Partner, Mercer Investment Consulting
Muriel is a Partner within Mercer’s wealth practice and leads the business development efforts in the Northeast. She has a focused expertise in providing fiduciary liability management, investment consulting, vendor evaluation, and financial wellness strategy to corporate and not-for-profit retirement plan clients.