Financial Wellness Overview
Presented by Kathleen GreerSeptember 23, 2014
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Session Goals
This session is designed to help you understand:
• 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?
KGA, Inc. More Human. More Resources.
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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.
KGA, Inc. More Human. More Resources.
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Financial Fitness Quiz
• Personal Habits• Expenses • Savings • Retirement• Insurance• Estate Planning• Credit and Debt
KGA, Inc. More Human. More Resources.
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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
KGA, Inc. More Human. More Resources.
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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.
KGA, Inc. More Human. More Resources.
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Online Resources
• 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
KGA, Inc. More Human. More Resources.
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How the EAP Can Help
• Stress/Counseling Support• Financial Consultation• Parenting Resources• Elder Care Resources• Legal Assistance• Career Assessment• Work Life Resources• Nutrition Consultation
CounselingConsultation Research Referrals
Access: • Phone • Live chat• Email• Face to face
KGA, Inc. More Human. More Resources.
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Top 10 Reasons Employees Call the EAP
19%
11%
8% 8%6% 7% 7%
4% 4% 4%
0%
5%
10%
15%
20%
25%
KGA, Inc. More Human. More Resources.
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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 ; [email protected]
• 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– [email protected]
KGA, Inc. More Human. More Resources.
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Thank you!
KGA, Inc. More Human. More Resources.
