2022.08.17 Behavior

We’ve all heard the saying, “If you fail to plan, then plan to fail!”  We live in the information age yet many of our employees still fail to plan, especially when it involves finances, taxes, healthcare, estate, and retirement.  Behavior is the foundation of our choices, habits, and decision-making and “best of intentions” can lead to a path of detriment.  Human behavior is driven by the desire to satisfy basic human needs which includes safety, connection, and learning/development.  How can HR professionals embrace this to put employees on a path of success while positively impacting on the organization’s bottom line?

This webinar provides HR professionals an interactive discussion to help identify and change behaviors that affect our financial well-being and a path to a successful retirement which often carries over into our work and productivity on the job.

Key Takeaways:

  • Influences determine behavior therefore how as HR Professionals can we create a culture that engages our employees to be successful financially to help them professionally.
  • Understand the fears and concerns that keep us from acting and making decisions that puts us on a path of confidence and success.
  • Processes to follow to make more fact-based decisions about finances and retirement.
  • Keys to financial well-being and planning for a successful retirement.
  • Bringing value through effective wellness programs that drive increased employee attraction, engagement, retention, and productivity.

About Melissa Ceballos PHR SHRM-CP

Melissa Ceballos is the Director of Talent and Business Acquisition at Elevated Retirement Group. Melissa has over 20 years’ experience in roles involving HR/Talent Acquisition, Sales, Marketing, and Business Development. Prior to moving to the financial services industry, Melissa spent 19 years with a Global Transportation company. Today, Melissa works with HR Professionals and businesses to consult on financial wellness and retirement education programs across the state of Utah. She has spent over half a decade researching the needs and gaps with employee financial wellness and retirement preparedness to help organizations develop and implement the proper tools, resources, and education to ensure employees are financially confident to be productive and prosperous employees.

Melissa is currently the President of Salt Lake SHRM and has a passion to help people and to equip HR Professionals with the necessary tools and resources to be true business partners. In her spare time, she is a career transition coach for the University of Utah Alumni Association and Waldron HR.

About Sean Lee MSFS

Sean is a Managing Partner of Elevated Retirement Group located in Sandy, Utah. Elevated Retirement Group offers a wide variety of programs and services that are individually tailored to each of its clients’ financial needs. With a unique focus on education first, Sean’s mission is to develop relationships to serve as a trusted resource and partner to his clients and companies he works with. Sean is dedicated to providing the highest quality advice and wealth management solutions to simplify and enhance the quality of life.

Sean has been recognized by Utah Business magazine as one of the Top 40 Under 40 professionals in Utah. He has been recognized by Fidelity Investments for Fiduciary Excellence. Sean most recently was selected as a finalist for Advisor of the Year from Retirement Advisor magazine.

As an Investment Advisor Representative with Elevated Retirement Group, Sean is held to the highest fiduciary standards, making investment recommendations in the best interests of his clients, and always operating in an ethical manner. Sean is also a licensed life and health insurance professional.  He holds a Master of Science in Financial Services MSFS from the Institute of Business & Finance and a Bachelor of Science in finance from Westminster College.

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