Financial Wellness Banner.jpg

Financial Wellness Programs in the Workplace

America's Fastest Growing Benefit

Webinar on March 21, 2018 @1:00pm CT

CGO is excited to offer a new financial wellness benefit!

We're delivering the best in class benefit to help create stronger, healthier and more productive employees.

The key to a strong organization is a vibrant workforce. However, 64% of employees say that financial issues are the #1 source of stress in their lives. (American Psychological Association, "Stress in America" survey 2015).

Register for our webinar to learn why financial wellness programs in the workplace is the fastest growing benefit in the United States and how it can change the lives of your employees.


  • Why Financial Wellness Programs are Trending
  • How Financial Wellness is Beneficial for Both Employers and Employees
  • An Overview of our Financial Wellness Program
  • Go Over Results from Implementing a Financial Wellness Program

Connor & Gallagher OneSource, GRP Advisor Alliance, and Financial Finesse have partnered to bring this award-winning solution to you.

Some of the Resources Made Available With the Benefit Include:

  • Personal financial wellness assessment
  • Personal action plan
  • Online tools and resources to aide and educate major financial topics (debt, cash flow, retirement, insurance, etc.) and life events (college planning, buying a car or home, caring for loved ones, etc.)
  • Access to a team of CERTIFIED FINANCIAL PLANNER professionals. No sales or product pitch, just strictly individualized education (including but not limited to the topics mentioned above)
  • Detailed reporting back to the employer to see where your employees are most concerned
  • Turn-key support to promote and drive employee engagements.

For any questions about this webinar, please reach out to:

Matt Venhousen

RSVP for this Free Webinar


Joshua M. Kopec, AIF®, CPFA

Retirement plan services practice leader

Josh is responsible for helping plan sponsors define their retirement plan goals and choosing the optimal plan design. He handles plan sponsor relationship management, employee education, fiduciary oversight, plan design consulting, fee and service provider analysis..

Questions? Email