Workplace Financial Fitness Toolkit at NYSE
Empower employees with financial literacy using the NYSE Workplace Financial Fitness Toolkit developed by Annamaria Lusardi from The George Washington University School of Business. This comprehensive program offers customizable checklists, guidelines, and crucial insights for employers and employees at all financial literacy levels. Learn about the implications for financial education and the essential role of workplace financial education in enhancing individuals' financial well-being. The toolkit's launch at the NYSE Workplace Financial Fitness Forum underscores the importance of equipping individuals with the necessary tools to navigate financial decisions effectively.
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Presentation Transcript
NYSE Workplace Financial Fitness Toolkit Annamaria Lusardi The George Washington University School of Business Academic Director, Global Financial Literacy Excellence Center (GFLEC)
NYSE Workplace Financial Fitness Toolkit A program for any company The Employer Checklist Ten steps divided into 3 stages: Basic, Intermediate, and Advanced Customize the program for employees One size does not fit all The Employee Checklist Ten guidelines with implementation tips to improve employees financial fitness
1 Implications for financial education
Launching the Workplace Financial Fitness Toolkit Ringing the bell at the NYSE Workplace Financial Fitness Forum at NYSE
Concluding Comments Financial literacy is a necessary skill, like reading and writing. Need to equip individuals with tools to make decisions - Individuals are increasingly in charge of their financial well-being Cost of financial illiteracy at both the individual and macro level - Importance of workplace financial education
