Event Details

Speaker

Frank Alcorn

Certification

Pending 1.25 recertification credits

This presentation will help the HR Professional fully understand that there is a direct
correlation between the employer profitability and the financial literacy level of its
workforce. We will explore how current economic and demographic trends
negatively affect bottom-line profitability, but importantly how the HR Professional
can address the issue, and what he/she ultimately can do about it.

HR Professionals will be provided with the knowledge of how to contribute to the
organization’s fiscal success by illustrating to management the costs associated
with financial illiteracy and countering this current trend in this economic
environment. It will enable the HR Professional to understand what is required to
track measure and make the case to management about the R.O.I. for these types
of programs.

Ultimately, the course will demonstrate to the HR Professional that by providing a
quality financial literacy education program, the HR Department contributes directly
to increased profitability, morale, employee retention, and workplace job
satisfaction.

Speaker: Frank Alcorn is President of Dimensional Wealth Education Institute (DWEI), a

non-profit wealth education firm established to provide finance-related educational topics and
seminars for students, associations, adult-learners, professional organizations as well as
public and private employers. DWEI also works with select Universities and local employers
through their continuing education departments, teaching the importance of financial literacy
from the corporate perspective. Currently, DWEI is working with UCLA Extension and their
local employer community. The mission of DWEI is to promote financial literacy education
and its benefits to both public and private institutions. The United States Government
established a Financial Literacy Commission because they understand that the more literate
our citizens become, the better the economy and financial ecosystem functions. DWEI
hopes to be a big part of the financial literacy solution. Frank began his career in Financial
Services in the mid 1980’s, and has taught financial classes and concepts for Fortune 100
companies as well as for individuals, and currently teaches a one-day strategic course in
Financial Literacy for HR Professionals. He is also a Principal of Consumer Wealth Advisory
Group, who provides Investment Advisory and Financial Planning services for corporate and
individual clients. It is the mission of the firm to be a complete resource for clients and
provide the best financial guidance, while promoting education, integrity, trust and
competence. When Frank has time he enjoys golf, traveling and languages.