Financial Tools for your Wellness

June 09, 2020
12:00 PM - 1:00 PM
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Online Webinar


Summary: Among the resources of a company's wellness program, Tools for Personal Finance are especially useful during economic uncertainty, such as presented by the Covid-19 pandemic.  This presentation will offer guidance for HR professionals to include Financial Tools in their company's wellness programs for the benefit of employees; as well as explore strategies for implementing the use of these tools.

Speaker Bio: Lori Williams is the Financial Education Officer for Unitus Community Credit Union. 30 years in the Financial Industry, Lori is a Powerful force who uses her skills, experience and passion for knowledge to increase learning opportunities about Financial Literacy. Everyone knows money doesn’t buy happiness, but understanding finances is key to achieving success, no matter how you define it.

Lori has partnered with the National Association of Realtors providing continuing education credits on topics that include Credit, First Time home Buyers, Investment Property Buyers, ARM’s “Adjustable Rate Mortgage Power” and Understanding the Construction Loan Budget.  Lori has been a speaker at the Financial Beginnings USA 2019 Financial Literacy Conference and is currently serving on the Financial Beginnings USA Redesigning committee to serve youth and adults in Financial Literacy. Lori has also partnered with Junior Achievement providing workshops to local High Schools, and Most recently 6th grade Middle Schoolers. This will be Lori’s 3rd year serving on the SW SHRM Board as the Workforce Readiness Director for Youth and Adults.

Lori is born and raised in the Portland/Metro area  and loves the outdoors! Lori is the proud mother of  Portia (20)who will be attending graduate school next fall in Montana with the intent  to work at the Center for Disease Control and Isabella(18) who is class of 2020 and will be attending Mt. Hood Community College in the fall. Since working at home due to COVID -19 Lori’s favorite co-workers are Charlie May a 2 year old Beautiful black lab and Aspen the newest addition of the family, a 6month old sweet white lab. Since COVID -19 Lori enjoys picking flowers out of her yard and having fresh flowers all the time! “Flowers…..are a proud assertion that a ray of beauty out values all utilities in the world.” Ralph Waldo Emerson.

“Every flower is a soul blossoming in nature.” Gerard De Nerval


$0.00 Zoom meeting information will be sent to you prior to the June 9th meeting.

$0.00 Zoom meeting information will be sent to you prior to the June 9th meeting.