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International Foundation of Employee Benefit Plans

Organizational Strategies for Health and Financial Wellness — Certificate Series

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Next dates

Jun 26—27
2 days
San Diego, CA, USA
USD 1770
USD 885 per day



  • Health literacy and well-being programs
  • Financial literacy and well-being programs
  • Individual and population retirement income management
  • Making the business case for implementation of programs
    • Return on investment
    • Impact on organizational workforce and succession planning
  • Identifying what can and cannot be measured
  • Tailoring solutions to your population's demographics
  • Communication with plan members at different life phases

Benefits of Attending

  • Learn from industry experts and your peers.
  • Gain valuable written materials and resources.
  • Discuss the strategies that plans are implementing today and considering for tomorrow.
  • Connect with others who are dealing with similar issues.
  • Demonstrate your knowledge through interactive exercises and case studies.

Who should attend

  • Benefits professionals
  • Human resource generalists who deal with plan participants
  • Administrative and customer service staff
  • Representatives of insurance companies and third-party administrators
  • Professionals in all service areas, including consulting, law and financial service
  • Communication, marketing and sales professionals
  • Benefit plan trustees who need to understand the technical aspects of the plans they serve