Online Seminar: Employee Financial Wellness - A Post-Pandemic Priority

June 2, 2020 1:00 PM to 2:00 PMOnline - Eastern Time
Area of Interest: Benefits Format: Web


An online seminar hosted by CPBI Ontario Region


Financial health is now employees’ greatest wellness concern in light of the coronavirus pandemic. Offering a financial wellness proposition is no longer a luxury - it’s imperative.
Saijal will dispel the myths surrounding financial wellness and highlight the top mistakes employers make when thinking about, or offering such programs. She’ll present how to build financial wellness plans that are effective, empowering and deliver results to the corporate bottom line. 


Speaker

 


 
Saijal Patel 

CFA, Founder & CEO, SAIJ WEALTH CONSULTING/SAIJ ELLE

Saijal Patel is the Founder of Saij Wealth Consulting Inc., a financial consultancy and education platform with a mission to advocate for, and foster people’s financial capabilities so they can achieve financial security. Saijal helps non-financial and financial services companies grow engagement and productivity amongst their employees (and customers) through impactful financial wellness programs. 
Through her platform Saij Elle (www.saijelle.com), Saijal educates and empowers women on the importance of financial wellness and security. 
With more than twenty years’ experience in the financial industry in North America and Asia, she is Chartered Financial Analyst (CFA) Charterholder and has held positions as a financial advisor, strategist and analyst. 
Saijal is a former business anchor and correspondent for Canada’s Business News Network (BNN) and CNBC Asia. She’s delivered commentary and analysis on Asian economies, stock markets and corporate news to more than 300 million households around the world. Her coverage earned her recognition as one of the most influential South Asian Women Executives in the Media and Entertainment Industry. She also led Manulife’s PR activities across Asia where she was instrumental in building the company’s brand awareness through top tier media placements for executives, strategic PR campaigns and thought leadership. 
For more information, please email: [email protected]

CE Credits:

CE credits will be offered in partnership through the Institute, Saskatchewan, Alberta and BC Insurance Councils, and Manitoba Insurance Council. A short quiz must be completed at the conclusion of the seminar to qualify for credit.

If you are a CEBS graduate, this CPBI Webinar complies with CEBS CPE policy guidelines.

You may be interested to report the content of the present CPBI professional development activity and apply for CPE credit.

>>Check CPE policy guidelines HERE<<

Webinar Recording   

Please note that this webinar will be recorded and the recording will be available after the session. 

Fees and Registration
Membership TypesRegular PricePlan Sponsor Price
Regular membership$20.00 CDN$20.00 CDN
Plan Sponsor Individual Membership$20.00 CDN$20.00 CDN
Associate$20.00 CDN$20.00 CDN
Student$20.00 CDN -
Non Member$55.00 CDN$55.00 CDN
Cancellation Policy
CE credits will be offered in partnership through the Institute, Saskatchewan, Alberta and BC Insurance Councils and Manitoba Insurance Council. A short quiz must be completed at the conclusion of the seminar to qualify for credit.