Financial Wellness in the Workplace

Presented by: Lindsay Sawicki, JD, AIF, West Point Business Group

“I’m fine. I’m just a little stressed.” How many times have you heard those words in your workplace? Because those words are so simple, vague, and relatable, they are often easily dismissed. But those words undoubtedly stand in the place of a wide range problems and emotions an employee may be dealing with. The presentation will examine the effects of stress in the workplace on employee health and productivity. The presentation will focus on financial stress and the true cost to employers when employees are burdened by financial concerns. The presentation will also propose solutions to improve employees’ financial wellness in measurable ways, creating positive impacts for employees and their employers.

Speaker Bio:

Lindsay P. Sawicki, JD*, CFA, AIF

Lindsay P. Sawicki received a Bachelor of Science degree with a major in Finance from the University of Florida. She began her career as a Financial Analyst with BB&T Capital Markets at its headquarters in Winston Salem, North Carolina. She then returned to Florida to earn her law degree from the University of Florida Levin College of Law. Lindsay was a member of the Florida Law Review and graduated magna cum laude and Order of the Coif (Top 10% of class). She was admitted to The Florida Bar and practiced law as an Associate with Gunster, Yoakley & Stewart prior to joining West Point Business Group. Lindsay is a CFA® charterholder, which is the highest distinction in the investment management profession. She serves as West Point Business Group’s Chief Investment Officer and leads the investment research and portfolio construction processes for the firm. She focuses her practice on corporate retirement plans and individual wealth management. Lindsay has also developed a financial wellness program that she executes on behalf of the firm’s corporate clients. Lindsay’s mission as a financial advisor is to craft tailored solutions that meet her clients’ needs and advance their goals. In addition to her professional pursuits, Lindsay has also competed at the highest level in Rhythmic Gymnastics. She was a Junior National Champion, a member of the U.S. National Team, and represented the U.S. in competition around the world. She has also showcased her talents locally as a member of the Roar of the Jaguars.