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Financial Wellbeing Evaluation – LearnLux Overview

Posted: May 30, 2025
Comments: 0
Author: Chad Pook
We are in the process of evaluating LearnLux, a financial wellbeing platform that combines personalized guidance with powerful digital tools, and we would value your input. This session offers an opportunity to see the platform in action and help us assess whether it could be a good fit for our member banks.
Key Features:
  • Trusted, Unbiased Guidance: Individualized support from fiduciary Certified Financial Planner® professionals - no product sales or commissions.
  • Engaging Digital Tools: Employees can use financial checkups, budgeting calculators, retirement models, and interactive lessons to build confidence and take action.
  • Integrated Benefits Education: LearnLux can personalize content based on our existing benefits and help employees make smarter decisions during open enrollment and beyond.
  • Inclusive for All: Supports employees across income levels, life stages, and work environments - from entry-level staff to executives.
  • Measurable ROI: Demonstrated outcomes like lower financial stress, fewer 401(k) loans, improved use of pre-tax benefits, and reduced turnover.
Thursday, June 12 | 11:00 AM - 12:00 PM
CLICK HERE TO REGISTER

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