As equity compensation expands beyond executives and financial wellbeing becomes an increasing workforce priority, organizations are rethinking how equity, retirement, and financial wellness programs work together.
Join us for an engaging discussion on the intersection of stock plans, retirement readiness, and employee financial wellbeing. We'll explore:
• Why equity and retirement programs have traditionally operated in separate silos
• What current research tells us about employee retirement readiness and equity utilization
• Opportunities for equity, retirement, and total rewards teams to collaborate more effectively
• Practical ideas organizations can implement today to better align program design, governance, and communications
• The future role of AI, data integration, and participant engagement
Through industry insights, real-world examples, and peer discussion, we'll examine how organizations can better connect these traditionally separate areas of total rewards to improve employee outcomes.
No golf experience is required. We'll begin with a private-room discussion, followed by networking, food & drinks, time to enjoy the Topgolf bays and socialize with fellow professionals.
Agenda:
Arrival: 3-3:15 pm
Presentation: 3:15-4 pm
Networking & Topgolf: 4-6 pm
Thank you to Cerity Partners & Charles Schwab Workplace Services for sponsoring this event.