The Long Term Erosion of Financial Wellness
with Kelley Wheeler, Financial Advisor, Prudential Advisors
Program valid for 1 PDC for SHRM and HRCI recertification!
Economic prosperity and security are slipping out of reach for many Americans as they struggle with the foundational elements of financial wellness: managing day-to-day finances, protecting against key financial risks, and achieving important financial goals. Several trends are contributing to this phenomenon, and while problematic today, may prove even more dire tomorrow—especially for younger generations finding it difficult to save for retirement or protect against unexpected life events. Recent research from Prudential explores the financial wellness challenges Americans are facing, and identifies a number of opportunities to overcome them.
Following the this presentation we will have a panel discussion with Brittney Greene*, Shay Prosser*, +1
About Our Speaker:
Kelley Wheeler, is a Financial Advisor for Prudential Advisors. Kelly helps people from all walks of life prepare for their financial future, asset growth and income protection. Each of her clients is unique in what they need for insurance coverage, retirement planning strategies and wealth transfer to the next generation. She believes in working together to help her clients achieve their goals, no matter what stage of life you find yourself in. Kelley, holds a Bachelor of Science degree in Commerce from the University of Virginia, is an investment advisor representative and is licensed to sell life& health insurance and registered to offer securities products in NC & SC. Kelley resides in Charlotte with her 3 children and Labradoodle.
11:30 - 11:50 am Networking
11:50 - 12:15 pm Lunch
12:15 - 12:30 pm Announcements
12:30 - 1:30 pm Program & Close
Questions to President@LakeNormanHR.org
Click HERE to cancel your registration by January 16th, at 12 noon.
This program has been approved by for 1 PDC hour by SHRM for 1 credit towards SHRM-CP, SHRM-SC Pre-certification.
This activity as been approved for 1 HR (General) re-certification credit toward a PHR, SPHR, GPHR re-certification through HR Certification Institute (HRCI).
Registrations, Walk-Ins, Cancellations and No-Shows Policy: Advance registration is required for all chapter sponsored events. All members, sponsors and guests for LakeNormanHR events are responsible for registering for events prior to the event registration close date in order to guarantee an accurate headcount for logistics setup and food and beverage planning purposes. Failure to register or cancel for an event can subject the chapter to unnecessary charges and expenditures. Walk-ins will be charged a premium registration fee if space is available. Cancellations and no shows for any event without a valid cancellation on file will be billed a fee. Click HERE for a copy of the complete chapter policy.