Financial Wellness Overview
Presented by Kathleen Greer
September 23, 2014
Session Goals
This session is designed to help you understand:
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What is the Employee Assistance Program (EAP)?
What is financial wellness?
What is the “Financial Fitness Quiz”?
What is the psychology of money?
What are your financial wellness resources within the
EAP?
• How do I contact the EAP?
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What is Financial Wellness?
• A healthy understanding of your individual
financial situation.
• Self-awareness about how your underlying
thoughts and feelings influence your management of
money.
• Self-confidence around money that is fueled by
your knowledge and self-awareness.
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Financial Fitness Quiz
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Personal Habits
Expenses
Savings
Retirement
Insurance
Estate Planning
Credit and Debt
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The Psychology of Money
• In what way does your upbringing influence your
handling of money?
– Savings, debt avoidance, openness to talk about money
• How do you make decisions when you are shopping?
– Judgment, compartmentalization, rationalization, buying on
sale
• Impulsivity and emotions
– Cash vs. credit, saving up before buying
• Spending Addiction
– Gambling and lottery tickets, emotional shopping
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What is Your Money Story?
You can change one money behavior at a time. With
self-awareness and confidence about money, you can
develop a balanced approach to managing your money.
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Online Resources
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http://www.kgreer.com
HR and manager tool kit
Multiple self-searchable databases
Information sheets, articles,
and skill builders
• Self assessments and calculators
• Learning center
• Monthly webinars
– Username: xxxx
– Password: 9557
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How the EAP Can Help
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Stress/Counseling Support
Financial Consultation
Parenting Resources
Elder Care Resources
Legal Assistance
Career Assessment
Work Life Resources
Nutrition Consultation
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Counseling
Consultation
Research
Referrals
Access:
• Phone
• Live chat
• Email
• Face to face
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Top 10 Reasons Employees Call the EAP
25%
19%
20%
11%
15%
10%
8%
8%
6%
5%
7%
7%
4%
4%
4%
0%
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EAP Overview
• Free, confidential resource available 24/7
• Open to employees and household members 18 and
older
• Accessible by phone, chat, online and occasionally
onsite at work
– 800-648-9557; www.kgreer.com ; info@kgreer.com
• Financial consultation
– Credit counseling
– Financial planning
– Legal
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Contact us
• Telephone
– Toll-free number: 800-648-9557
– Counselors are available via phone, face to face or online
• Online
– www.kgreer.com
– Live chat available 8:30am-5:00pm EST
• Email
– info@kgreer.com
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Thank you!
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