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PwC Employee Financial Wellness Survey

Why Pivot From 401(k) Education to Financial Wellness?

Guest: Kent E. Allison, CPA/PFS

When I first started research for this episode, the idea of talking about financial wellness with what I thought of as a Tax or Accounting firm seemed a bit off the mark.  However, after my first conversation with our guest Kent Allison, a Partner and National Leader of PwC’s Employee Financial Wellness Practice all my concerns quickly went away!  As you will hear, not only does Kent and his team advise large multi-national organizations on financial wellness strategies, but he is also the author of the PwC Annual Employee Financial Wellness Survey which is now in its  seventh year.  Kent got together when he was in Los Angeles and recorded this episode where he shares his expertise and perspective on topics such as the key differences between financial literacy programs and financial wellness, what obstacles can impact the success of a financial wellness program and how poor financial wellness can have a bigger impact on your employees than poor physical wellness.  Also, be sure to listen for some great ideas on helping HR & Finance communicate effective about employee financial wellness. 

 

I hope you enjoy my conversation with Kent!

Guest Bio

Kent is the National Leader of PwC’s Employee Financial Wellness Practice, which specializes in providing un-biased financial wellness and counseling services to employees of domestic and multi-national organizations.

Recognized as one of the world’s leading advocates of employee financial wellbeing, and the author of PwC’s Annual Employee Financial Wellness Survey, Kent has served as a strategic advisor to leading financial institutions, worked with various government entities focused on improving financial literacy, consulted with the US Military to address the needs of its personnel and is involved with various initiatives in the not-for-profit and charitable arena.

He is a regular guest speaker at conferences across the globe, is frequently quoted in the press and has served as technical advisor and key contributor to four books on financial planning.

He is a CPA, a Personal Financial Specialist, a graduate of Rutgers College and a long, suffering fan of their sports teams.  

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