Page 3 - 2020 Unum FW Presentation
P. 3

2020 Program Review




                                   March 9, 2020                                             Promoted on

                                   Digital Financial Wellness Brochure                       Unum intranet



                                   This brochure was designed to bring awareness to
                                   employees about the Ameriprise Financial Wellness Program.







                                   May 5, 2020

                                   One-on-One Consultations

                                                                                                CAMPUS
                                   A 20 minute one-on-one meeting with an experienced           Portland: 8
                                   financial advisor. Employees can use this time to ask        Columbia: 7
                                   questions and discuss topics like retirement savings,        Chattanooga: 9
                                   college savings, budgeting and other financial concerns.      Worcester: 1





                                   May 27, 2020

                                   Quick Connect: Managing Finances
                                   During Covid-19                                               Well attended



                                   This Quick Connect covered how to manage financial
                                   challenges during the pandemic.








                                     June 25, 2020

                                     One-on-One Consultations

                                                                                                CAMPUS
                                     A 20 minute one-on-one meeting with an experienced         Portland: 9
                                     financial advisor. Employees can use this time to ask      Columbia: 5
                                     questions and discuss topics like retirement savings,      Chattanooga: 5
                                     college savings, budgeting and other financial concerns.      Worcester: 0



                            2021 Financial Wellness Program
   1   2   3   4   5   6   7   8