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Financial Wellness

  • Thursday, April 21, 2022
  • 7:30 AM - 9:45 AM
  • Andrei's Restaurant, 2607 Main Street, Irvine


Registration is closed

Join us for a breakfast forum at Andrei’s Restaurant in Irvine!

Financial Wellness

Thursday, April 21, 2022

8:00 am to 9:45 am

Our Presentation:

The numbers are out, and they read clearly – Employees need financial wellness assistance now more than ever, and they are looking to their employers to provide this benefit. However, programs offering financial wellness are still missing the mark. It's time to revolutionize the financial wellness landscape to better serve a diversified workforce's needs. You dictate the level of support your employees receive—from financial literacy to ongoing advice. Learn how advisors are closing the gap through SMARTMap Financial Wellness. 

  • Financial Wellness and Inclusivity
  • Understand Participant Engagement
  • Work with your partners to create a comprehensive program
  • Engaging Technology and Live Support

The Voice of the American Worker is a study sponsored by Franklin Templeton with the goal of understanding the perspective of the modern American worker. This year’s survey revealed that a sizeable majority of American workers (67%) have re-assessed what they want from their employers due to COVID-19 with nearly half (44%) having considered leaving or left their jobs over the past year. There has never been a more urgent time to evaluate your benefit offering and consider ways to evolve the way you support employee needs.

  • American workers are re-evaluating how they think about work and what they expect from their employers.
  • Workers remain more focused on financial independence than traditional retirement.
  • Workers continue to seek overall well-being and need support in addressing existing roadblocks.
  • A focus on well-being continues to include urgency in improving financial health with key opportunities for support.

Our Speakers:

Matthew Beaulieu

Matthew Beaulieu is Vice President and Senior Retirement Specialist for Franklin Templeton Investments. He is responsible for directing and expanding sales of Franklin Templeton investment strategies, mutual funds, Collective Investment Trusts, and custom solutions in employer sponsored workplace savings plans. Mr. Beaulieu has over 20 years of experience in the retirement marketplace. He has spent time working for Recordkeepers, TPA’s as well as Investment Firms. Mr. Beaulieu brings a unique view to the marketplace based on his experiences and offers thought leadership in retirement plan services and investments by working as a business partner to advisory firms, consultants, and plan sponsors. Prior to joining Franklin Templeton Investments in 2009, he was vice president and regional sales director at Columbia Management. Previously, he was regional vice president/director, investment-only at Principal Funds and regional sales director at The Hartford Corporate Retirement Plans.

Emilio Vela

Emilio has eight years of leadership experience in the financial services industry. He serves as the Director of Participant Engagement for Pensionmark Financial Group, which provides financial advisor support and planning services to 401(k) participants. His team consists of licensed financial advisors who offer education, exceptional service, unbiased advice, and retirement planning. Emilio graduated from the University of California, Santa Barbara, with a double major in Communications and Spanish and is currently completing his MBA at USC's Marshall School of Business.

    Continuing Education:

    • 2 CE for AIF (pending)
    • 2 CECs for ERPA (pending)
    • 2 CPEs for ASPPA certifications
    • 2 CECs for NIPA certifications
    • 2 hours for California CPAs 
    • 1.75 hours of California MCLE
    • 2 hours for Certified Financial Planners (pending)
    • 2 CE for CRPS 
    • 2 CE for CEBS

    A Note Regarding COVID-19 Measures:

    WP&BC Orange County is excited to welcome all members back for live in-person meetings. Due to the fluctuating nature of COVID-19 safety requirements by the State of California, Orange County, and our meeting venue, we may have to institute additional safety measures, up to and including a return to a virtual format. We will keep you updated regarding any changes to these measures. Should you have any further questions, please don’t hesitate to contact me.

    Doors open at 7:30 am for check-in, breakfast and networking.  Our program will begin at 8:00 am and this program will end at approximately 9:45 am.  The registration fee includes a full breakfast buffet and hosted valet parking.

    The reservation deadline for this event is Monday, April 18th.

    • WP&BC Members can bring a guest for free!  This is a wonderful opportunity to introduce your peers and colleagues to our Chapter.  Remember, your guest should be a first-time visitor and potential member.   Look for the free guest offer when you register online
    • The statements and materials presented at WP&BC Orange County Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Orange County Chapter. In addition, WP&BC Orange County Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Orange County Chapter events.
    Please feel free to reach out to WP&BC with any questions.

    Direct Questions To:

    Christine Stewart,
    Chapter Administrator


    (949) 407-9128


    Orange County Chapter
    PO Box 6111
    Garden Grove, CA 92846

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