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Financial Wellness Strategies: Nurturing Prosperity and Well-being in the Workplace

  • March 20, 2024
  • 8:30 AM - 10:30 AM
  • 8300 Greensboro Drive, McLean, VA 22102 (HUB International Office). The room is named Tenant Lounge and is located on the ground floor

Registration


Register

Event Schedule

Networking begins at 8:30 am.  The discussion will begin at 9:00 am.

About the Event

Financial wellness is like the secret sauce for a thriving workplace culture. When employees feel secure about their finances, they're more engaged, focused, and just happier overall. It's a win-win for everyone involved.

Create Awareness: Employee messaging is a key pillar to an engaged workforce. Targeted communications will help aid in employees taking proactive steps in securing their financial future.

Tools/Resources: Having a robust Financial Wellness strategy must incorporate the technology, human capital, and marketing to address different diverse employee groups.

Total Rewards: Employee Benefits and Retirement Plans are intertwined and help drive employee hiring, retention, and engagement with the employees. HUB has services available for both solutions.

HUB HSA Program: The cost of healthcare in retirement continues to grow, but many employees are not saving for these future expenses. An HSA can play an important part in bridging this retirement savings gap.

Addressing all these dimensions into your employee well-being strategy can help you create a thriving and healthy workforce

SPEAKERS: 


Kris Maleski, Senior Financial Advisor

As a Senior Financial Advisor, Kris Maleski helps pilot HUB Retirement and Wealth Management, strategic vision, and operational excellence.  With a track record of upholding Fiduciary Standards to his clients, he brings over 15 years of dynamic leadership experience to the HUB Team. Kris has a wealth of knowledge in consulting 401(k), 403(b), Defined Benefit, Non-Qualified Deferred Compensation, Cash Balance, Private Wealth Management, and Executive Benefit plans for business owners and individual clients. Prior to HUB, he worked for a registered Investment Advisory firm as a Senior Portfolio Trader and Investment Analyst helping manage over $600M in assets under management. At HUB, Kris is actively involved in the industry as a member of NAPA (National Association of Plan Advisors). He has also received industry recognition with NAPA’s 2024 Top 75 Under 40 Plan Advisors, and PLAN Advisors’s 2023 Top 100 Retirement Plan Advisers awards. Kris holds an active Life and Health insurance license, Accredited Investment Fiduciary (AIF), Series 7, 63, and 65 securities registrations. Beyond his daily work, Kris is involved on the board of WATRA.  He enjoys time with family in Texas/Pittsburgh, running, hiking, and anywhere near water.


Francisco Abril, VP Financial Wellness and Employee Engagement

Francisco is a bilingual educational specialist with a demonstrated track record working in the financial services industry. He passionately assists clients of all backgrounds to help them seek to understand their financial opportunities, secure their future, and protect their loved ones. As Vice President, Financial Wellness and Employee Engagement, Francisco is responsible for managing relationships with our retirement plan participants and delivering customized financial planning and retirement educational programs. When asked to sum up what he does in one sentence: “My passion is educating employees to become informed investors in an effort to help them achieve their retirement goals.”  Francisco is very family-oriented and loves travelling around the world with his wife and kids. He moved to the United States in his early 20’s for an International Exchange Program to work in the financial industry focusing on developing strategies for the Hispanic market and supporting the Hispanic community. He loves soccer, both as a player and a fan, and is always ready for a game. 


Kim Cochrane,  Director of Client Services & Retirement Plan Advisor

Kim Cochrane, QPA, TGPC is the Director of Client Services of HUB International Mid Atlantic LLC in Rockville, MD. She has over 25 years of experience, primarily in the consulting area of IRS, Department of Labor, and ERISA regulations. Kim focuses on corporate and non-profit retirement plans, including pension plans, 401(k) plans, 403(b) plans, profit sharing, cash balance, and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. Kim holds FINRA Series 6, 63, and 65 securities registrations, life and health insurance licenses, and is a credentialed and active member of The ARA (American Retirement Association), NAPA (The National Association of Plan Advisers), and WIPN.  At HUB, Kim is a Non-Profit Specialty Expert and has received numerous industry awards, including NAPA’s Top Woman Advisor, Plan Adviser’s Top Retirement Plan Adviser, and Plan Sponsor Advisor of the Year Finalist. Prior to joining HUB in January 2022, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry.


Additional Information

The P4 Parking Deck is located behind the building

Garage Rates:

0-2 hrs. ($6.00)

Daily Max ($13.00)

WATRA is proud to partner with HUB to bring you this informative education program.


WATRA

P.O. Box 4313

Arlington, VA  22204


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