Confidence is the New Currency: Generational Demand for Workplace Well-being
ON DEMAND
This webcast is now available on demand. To view the webcast, register here.
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From Boomers to Gen Z, generational shifts are reshaping employee expectations for benefits, financial wellness, and retirement readiness. Lincoln Financial's latest Wellness@Work study reveals a striking theme: fewer than half of all surveyed employees feel financially secure. Amid rising debt and cost-of-living pressures, fostering financial confidence has become the new currency for attracting and retaining top talent across every age group.
Join this webcast to explore what's driving these generational differences and how your organization can respond effectively. You'll get an inside look at Lincoln's latest research and uncover strategies to close the confidence gap and build a more resilient workforce.
You'll learn:
- How financial confidence varies by generation—and why it matters for engagement and retention.
- Why personalized guidance is critical for boosting employee loyalty and the utilization of benefits.
- Actionable strategies to tailor benefits and communications to improve financial outcomes for everyone.
Register now to learn how to build a more financially secure and confident workforce.
Speakers:
Sharon Scanlon is Senior Vice President of Group Protection Product and Workplace Solutions Marketing and Customer Experience at Lincoln Financial. She leads product strategy for Group Protection, and marketing and customer experience across Lincoln's Retirement Plan Services and Group Protection businesses. Sharon oversees Lincoln's financial wellness initiatives, including the proprietary WellnessPATH® tool and Marketplace, helping users improve financial health. With over 30 years in financial services, she joined Lincoln in 2010 after leadership roles at Fidelity, Mercer, and Putnam. She holds a Bachelor of Science in political science from Northeastern University and is FINRA Series 6, 7, 24, and 63 registered. Sharon serves on multiple industry boards and is a founding member of Customer Experience 50.
Kerry Brooks is Senior Vice President of Account Management for Lincoln Financial's Group Protection business. She leads account management across all products and segments, including absence consulting, with a focus on relationship management, revenue growth, and persistency. Kerry has been with the organization since 1997, serving in various leadership positions across Claims and Distribution. Prior to her current role, Kerry served as Vice President, Account Management, overseeing client consulting, installation support, and service delivery. With nearly 30 years of group benefits experience, Kerry is known for leading high-performing teams that drive optimal client satisfaction and retention. She holds a Bachelor of Science in business from Nazareth University. Outside of work, Kerry enjoys live music and cheering on the Buffalo Bills.
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