Event Details
July 23rd CCSHRM Lunch Meeting: Financial Wellness
| Date: | July 23, 2025, 11:30am – 1:30pm |
| Organizer: | Charlotte County SHRM |
| Location: | 88 Keys at the Wyvern Hotel, 101 E Retta Esplanade, Punta Gorda, FL 33950 11:30am – 11:45am: Registration, Networking & Buffet Lunch 11:45am – 12:00pm: Announcements & Sponsor Spotlight 12:00pm – 1:00pm: Presentation 1:00pm – 1:30pm: Q&A, Networking |
| Price: | $25 members - $30 guests - $35 at door (if available) |
| Event Type: | Meeting |
| iCal link | Add to Calendar |
Register online by Sunday, July 20th: Register ~ Monthly Meeting | Charlotte County SHRM
Financial Wellness
David Gross
Senior Financial Wellness Account Executive, Prudential
This presentation will demonstrate why robust financial wellness programs have evolved from a mere perk to a strategic imperative for your organization. By providing your employees with the critical tools and knowledge to manage their personal finances, you'll not only create a more secure and less stressed workforce but also profoundly enhance key HR metrics such as engagement, productivity, and retention. Learn how we can partner to tailor a program that addresses your employees' specific financial challenges, fostering a more focused, loyal, and productive team that directly strengthens your company's bottom line.
About the Speaker:
As a regional director within Prudential's HPAC team, David creates actionable Group Insurance Disability, Absence, and Group Life reporting packages for Prudential customers with
1,000-200,000 lives. Starting with data, and in close consultation with customers and/or consultants:
● Provide industry (using IBI), and book of business benchmarking giving the customer customized benchmarks
● Define the true cost of absence for employers, including lost productivity
● Provide solution driven analytics, leading to actionable steps that may include:
● Building, implementing, & tracking Transitional Return to Work Programs
● Conducting Productive Aging studies
● Consulting on Policy and Plan design (including the use of Group Market Share, and customers other benefit programs)
● Educating HR & Manager/Supervisors on policies, benchmarks, and program development/value
● Implementing and reviewing Health Integration programs
● Ad hoc analysis and consultation
Approved for 1 recertification credit:
Charlotte County SHRM is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities and by HRCI to offer Recertification Credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™
