07 June


Loud and clear was the message at the recent MM SHRM conference - that it’s a particularly disorienting and challenging time for human resource and wellness program staff.

Your colleagues expressed some key frustrations:

  • Surviving the constant changes
  • Dealing with stress, anxiety & burnout
  • How to give fair & thoughtful feedback on EE issues
  • Attraction, retention & best benefit enhancements to add

In response, we’d like to offer you a little respite by inviting you to our Lunch, Learn & Share Session at Cooper’s Hawk on June 7th. We would love to share some insights, provide a presentation sample from our Bridge Financial Wellness Program, and hear your ideas on how we can best help you address the foundational need of financial security for your employees.

Please bring a colleague and let’s share perspectives on financial wellness program needs, strategies to optimize retirement readiness, Medicare preparation, and other topics you bring to light.

If you can't make lunch but would like to stop by for a bottle of wine, just let us know in the "Message" section when registering.

Please RSVP by 5/31 to Bob Carpenter at info@bridgefinancialwellness.com

The event will take place in the Pinot Noir Room.

Date and Time

Wed, Jun 07, 2023

11:30a - 12:30p CST


Cooper’s Hawk Winery & Restaurant

15 S Moorland Rd
Brookfield , WI 53005


Securities offered through SagePoint Financial, Inc.(SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.

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