Financial issues affect more employees than smoking and obesity combined. While 20% of the US population smokes and 30% are obese, more than 70% may be concerned about their finances. In response, more employers are seeing an increasing need and sense of responsibility to help employees with financial education. This webinar will discuss the hidden values of creating a financial wellness program for your employees.
About the speaker, Lena Rizkallah, JD CRPC:
Lena Rizkallah is a financial advisor, recovering attorney, national speaker and story-teller with over 20 years experience in the financial industry.
In her work as a financial professional, Lena focuses on leading with education and has a passion for turning the most complex financial concepts into understandable and actionable strategies. In her role as an advisor, she works with clients to understand what they are striving for in life, helps to develop the blueprint towards those goals, and guides them along the way. She also works with employers and organizations in helping them develop financial wellness programs as an out-of-the-box benefit for their employees and teams.
Prior to joining Conte Wealth Advisors in 2019, Lena researched and presented strategies on tax, retirement and estate planning for several financial companies such as JP Morgan, Prudential Financial and John Hancock.
Lena lives and works between NYC and the Hudson Valley. Outside of her career, she has dabbled in stand-up and sketch comedy and comedic writing, she enjoys cycling, yoga, hiking, hosting parties and traveling the world on her frequent flier miles.
Licenses: Series 7, 63, NY Health & Life Insurance and CRPC. Education: BA in Government and Politics; minors in French and Italian languages from University of Maryland; Juris Doctor from Widener University School of Law.