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Insurance Financial Planning Retirement Investments Wealth Financial Wellness Viresh Maharaj 25 August 2016

Financial Wellness - UCTRF

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Page 1: Financial Wellness - UCTRF

Insurance Financial Planning Retirement Investments Wealth

Financial Wellness

Viresh Maharaj

25 August 2016

Page 2: Financial Wellness - UCTRF
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2016 financial wellness survey

of employees found their

financial situations stressful

52%experienced a year-on-year

increase in financial stress

45%

Page 4: Financial Wellness - UCTRF

2016 financial wellness survey

of millennials found their

financial situations stressful

64%of millennials cited financial stress

as their leading cause of stress

51%

Page 5: Financial Wellness - UCTRF

2016 financial wellness survey

have had a negative impact

on their health

28%have had a negative impact

on their relationships

23%

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Elements of Wellness

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questions

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thank you