FINANCIAL WELLNESS EDUCATION AND SUPPORT PROGRAM

In September 2020, MissionSquare Research Institute (formerly the Center for State and Local Government Excellence), the International Public Management Association for Human Resources (IPMA-HR), and the National Association of State Treasurers Foundation (NASTF), with funding from the Wells Fargo Foundation, were awarded a total of $1.4 million in grants to establish or improve public employee financial wellness programs. Under my creative direction, my team and I developed the tools necessary to implement this program.

Over that year, the 24 grantees, representing a broad array of state and local employers from 17 states, the District of Columbia, and the U.S. Virgin Islands, worked to develop, implement, and evaluate these initiatives. In addition to highlighting the range of programs that the jurisdictions implemented (with varying budgets, workforce sizes, high-tech vs. high-touch approaches, tailoring to specific segments of the workforce), the fact sheets provide ideas, advice, and networking opportunities for other state and local governments that have implemented or are considering developing an employee financial wellness program.

AUDIENCE GUIDE AND SPEAKERS TOOKLIT

With this Audience Guide & Speaker's Kit users could personalize their Financial Wellness presentations for in-person or online events.

CONFERENCE IN A BOX

The Conference in a Box helped users plan and execute their in-person and virtual meetings and events.

LEGISLATIVE TOOLKIT

This Legislative Toolkit will help you pass a financial education graduation requirement in your state.