Webinar: Simple Strategies to Boost Financial Literacy and Improve Financial Wellness in the Workplace

Join the Alberta Chapter for a webinar "Simple Strategies to Boost Financial Literacy and Improve Financial Wellness in the Workplace" at 12:00 am MST. 

Previously presented at the 2025 ISCEBS Symposium!

Studies show that finances are the number one source of stress for employees. One in five employees surveyed admitted that their productivity at work has been impacted by financial worries, and 60% of employees surveyed by the Financial Health Network said they'd be more likely to stay with an employer that offers a program designed to help them better manage their finances and improve their financial well-being. Recent changes to the CAP guidelines recommended that Canadian employers that offer a workplace savings plan to their employees should also proactively provide information and resources that help boost that understanding and improve their financial health. 

Takeaways :

• Identify how financial stressors impact employee productivity and turnover 

• How to build a simple, effective financial wellness program that actually helps your employees 

• How to leverage your group retirement provider to boost financial literacy among your employees

SPEAKER:

Sarah Milton, RPA 

Manager, Group Retirement Services

HUB International

Sarah Milton is a regional manager for group retirement with HUB International, working with plan advisors and plan sponsors to design and manage group retirement plans that help attract, reward and retain talent while meeting the needs of a changing workforce. Her primary responsibilities include building and maintaining strong client relationships, identifying opportunities to improve group retirement plan design, and creating resources for plan sponsors to share with employees to help them better understand their plan, improve their financial literacy and effectively manage their personal finances. 

With 12 years of experience as a group retirement specialist, and a passion for inspiring people to get excited about their money, Sarah believes that financial education is a key element of group retirement plan design that often gets overlooked. Co-creator of the "Take Control of Your Money" seminar series, Sarah has developed and delivered hundreds of education sessions to plan members, has written articles for many personal finance blogs including RetireHappy.ca, and is committed to making group retirement and personal finance topics easy to understand for both employees and administrative teams. 

Sarah holds a B.A. degree in education from the University of Exeter, UK and earned the Retirement Plan Associate (RPA) designation in 2024.

DATE/TIME:

Friday, April 17, 2026

12:00 am MT

Via Zoom

COST:

Complimentary - Chapter Members

$25 - Non-members

REGISTRATION:

 Click here to register and pay via PayPal.