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January Meeting - Financial Wellness Trends & Services

  • Wednesday, January 19, 2022
  • 8:00 AM - 9:00 AM
  • Zoom Video Conference

Registration


Registration is closed

Meeting Title - 

Financial Wellness Trends & Services

Speaker Name -Lisa Piercefield, Senior Manager of Strategy & Development from Apprisen

The events of the past two years have exacerbated financial stress for many Americans, primarily those who were already most vulnerable. As we look to the future, it’s increasingly important that there are trusted resources for understanding & building financial health for our families, employees, and communities. Apprisen is a non-profit that has been helping individuals build financial health for over 65 years. In this session they will highlight trends in financial wellness and highlight services and resources you can utilize for yourself as well as your employees, students, and clients. 

Objectives -

Highlight financial wellness trends and statistics

Overview of Apprisen financial wellness services

Digital financial wellness tools for individuals & organizations


ATD Capability Addressed in this Session

Consulting and business partnerships

Business insight

Organizational development and culture

Speaker Bio

Lisa Piercefield, Senior Manager of Strategy & Development, is an NFCC Certified Counselor with 26 years of experience in the credit counseling industry. Lisa coordinates engagement & outreach efforts with employers and community partners, to positively impact the communities that Apprisen serves.   Lisa’s passion is working with LMI populations to connect them with trusted tools & resources that help them build wealth & achieve financial stability.


Greater Toledo Area Chapter of the Association for Talent Development is a 501(c)6 non-profit organization. P.O. Box 2597, Toledo, OH 43606.

Website Design by Jacob Irelan.


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