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Accounting and Finance |
Investing for Success
Amit Bansal, MBA — Director of Center for Financial Health and Wellness in the Spears School of Business at Oklahoma State University
Transform your workforce’s financial well-being with the expert-led seminar, ideal for employees of all age groups, and particularly crucial for young professionals beginning their financial journey. The seminar will cover essential topics like strategic financial planning, early investment, maximizing employer retirement plan contribution, and the benefits of diversifying investments. PwC’s study highlights that financially literate employees are less stressed, more focused, and show 28% less absenteeism. According to the SHRM study, 83% of HR professionals observed that personal financial challenges significantly impact employee performance. Incorporating financial literacy boosts productivity and retention, with employees gaining greater focus and understanding of their total rewards like 401(k) plans and health benefits. Insights from the Consumer Financial Protection Bureau show that employees who receive financial education are more likely to contribute to retirement plans and have emergency savings, enhancing their financial security. By participating, employees will not only gain invaluable tools for personal financial success but also contribute to a healthier, more focused, and engaged workplace. Investing in this seminar is a step towards fostering a financially literate, secure, and thriving workforce, pivotal for both individual and organizational growth.
» KORN FERRY COMPETENCIES Business insight | Financial acumen | Decision Quality | Manages Complexity
SEMINAR OUTLINE I. Fundamentals of Financial Wellness
A. Introduction to financial wellness and personal finance. B. Basics of saving and investing, including compound interest and time value of money. C. Overview of asset classes and basic portfolio management principles. II. Retirement Planning and Investment Strategies A. In-depth exploration of retirement planning, including 401(k) plans, IRAs, and employer match benefits. B. Smart investment strategies, understanding mutual funds, ETFs, and the S&P 500. C. Warren Buffett’s investment philosophy and risk management. III. Budgeting, Credit, and Debt Management A. Personal budgeting techniques and managing living expenses.
B. Understanding and improving credit scores. C. Strategies for avoiding and managing debt.
IV.
The Center for the Future of Work in the OSU Spears School of Business offers various certificate programs and customized professional development.
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