Meeting/Event Information

"What about us?" Assessing the Diverse Financial Needs of all of our Employees


October 15, 2020
6:00 PM - 8:00 PM
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Chapter Chat: 6-6:30pm

Program: 6:30-8pm

Approved for: 1.5 SHRM/HRCI credits

"What about us?" Assessing the Diverse Financial Needs of all of our Employees

Despite a booming economy, PWC reports in their annual employee stress survey that more employees than ever are stressed about their finances.  More people than ever are falling short of saving enough in their 401(k) or 403(b).  83% of employees surveyed reported some level of financial stress and over 50% of employees said they spend 3 or more hours a week, at work, dealing with their troubled financial situations.  One study showed that drivers who suffer from financial precarity, where they are consumed with thoughts about their difficult financial situation, were 12 times more likely to have an accident.  Financial stress affects different groups in different ways yet financial institutions have been delivering the same message for 25 years - save more for retirement.   We'll address the reasons I think are behind these issues and some ideas on how to engage a diverse workforce and reduce their financial related stress.

Presented By:

Charles (Chuck) Privitera, AIF, SHRM-SCP is a Senior Consultant at Westminster Consulting. Chuck will have client relationship responsibilities primarily in the Metro New York and Mid-Atlantic regions. He assists his clients with the design, implementation, and investment monitoring of their retirement plans. 

Prior to joining Westminster, Charles was a part of the Gallagher retirement plan consulting team. Charles has over 20 years of financial experience that has encompassed all areas of the employee benefits industry. The last ten years have been specifically focused on investment consulting, fiduciary liability consulting, and plan design consulting for mid-market defined contribution plans.

Charles earned his Bachelor’s Degree in Management Science/Economics from the State University of New York at Cortland and the London Metropolitan University. Charles has also received the industry designation of Senior Certified Professional from the Society for Human Resource Management (SHRM-SCP).


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