About Money Matters: A Guide to Financial Wellbeing Webinar

What is your plan to help your clients and your team with financial wellbeing given 22 million people believe their finances will get worse this year according to StepChange Debt Charity?

StepChange had over 19,000 new clients in January 2024, the highest monthly number since before the pandemic. They found this credit is being used for essentials such as food and energy. Middle Income households are being hit badly not just Low Income ones.

Charlie Goodman is a financial wellbeing and employee benefits specialist, who works with organisations of all shapes and sizes from startups to multinational corporations.

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What to expect in this financial wellbeing webinar

In his talk he will give you an understanding of:

• What financial wellbeing is and the journey to get there
• How the biggest obstacles to success are down to mindset and beliefs
• The financial wellbeing products and services on the market at the moment
• The cost-of-living crisis and what you can to do to help employees in the next few months

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About Charlie Goodman

Charlie Goodman is an Employee Benefits and Financial Wellbeing specialist. He is a Partner at the Employee Benefits Collective LLP and works with a mixture of start-ups, SMEs and large multinational organisations. Charlie has worked in employee benefits and pensions for over 15 years, for BDO, the Co-operative, Grant Thornton, and Mattioli Woods. He is a Director of the Institute for Financial Wellbeing leading their workplace wellbeing group, Secretary of the CIPD Central London branch, co-founding their independent consultant group, and mentors at the NextGen Pensions diversity initiative. Charlie is a former Independent Financial Adviser, CIPD qualified reward specialist, and Money Mindset Coach. He lives in Forest Hill in London, is passionate about all aspects of wellbeing, rock music, cinema, and football.

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