Event Details

Wealth Steps

As we recover from the coronavirus and your employee’s come back to work they will need your help more than ever. Financial stress has always been present but maybe never so much as it is now. As we move into the next decade HR has taken on more of a role of leading the way as to how companies develop and support their employees to relive the financial stress. Stress of employees has a negative impact both on moral and productivity. Along with lower productivity come lower profits which entails lower wages. It’s a slippery slop we must balance on as HR.

As HR professionals you are saddled with keeping everyone happy and moving in the right direction. Stress comes from many places, but the number one source is finances. Employees are stressed when they can’t pay bills, educate their children, can’t save enough for retirement or take care of elderly parents. They lack the ability to create a process to alleviate these stressful concerns. This class will give you the information you will need to help your employees relieve their stress and become more productive in the work place.

As a HR professional you are the face that employee’s know and look to for answers. Most employee’s are looking for help from their employer in how to have a better life as it relates to finances. Understanding their problems goes a long way in helping them overcome this stress. This program will cover 4 basis areas of finance Protection of your assets, how to become a world class saver, life events and how to prepare for them, and how to handle debt.

Each person who attends will have a opportunity to build their own financial wellness road map that is just for them. The goal of this class is to give you the tools to bring back to your company and make a difference in the financial lives of your employees.

Presenters

Sam Soprano has been in the financial service industry for over 40 years, He has been the Managing Director at C&A Financial Group for the past 27 years. Sam works with closely held business owner and their employees helping them to create wealth, enjoy life, and leave a legacy. Sam’s definition of financial success is not how many assets you have but how much cash flow those assets will generate. Cash flow is the key to financial wealth. Sam has spoken at many different events over the years most recently at the Garden State Council SHRM annual conference in October of 2020. When not working Sam is the proud father of 3 daughters and is an avid golfer.

Emily Zeigler began her career in finance on a nontraditional path of financial education, living and working abroad with impoverished communities in the field of microfinance. As friends and family came to her for financial advice, she realized that her calling was to work in her own community with those she cares about most. She pursued this career change with C&A Financial because of their focus on education and holistic planning. Helping people achieve their financial dreams is her greatest passion. While being a math wiz and strategic thinker have helped her get this far, clients come to Emily because she deeply cares for them, their families, and their wellbeing. Emily grew up in Manasquan, NJ and now lives a short drive away in Wall, NJ with her husband, Kevin. They welcomed their first child, Zoey, this May! When she’s not at the office, you can find her at the beach, in the mountains, or out for a run with her dog, Frito. She’s involved in many charities locally and abroad, focused around community development and providing access to financial services for those in underserved communities.

The virtual "breakfast" meeting will be Wednesday, March 17, 2021 from 8:30 am to 9:30 am for a presentation and Q&A.  The presentation is followed by a brief business meeting. The cost is $10 for members and $15 for nonmembers.

Please register at https://www.sshrmanj.org/ no later than March 12 to receive your Zoom invitation.

Register