Financial Wellness Speaker
for Leadership
Linda Grizely, CFP®
Programs for HR Leaders, Managers, and Organizational Decision-Makers
Financial stress may feel personal, but its impact is organizational.
This suite of programs helps HR leaders, managers, and decision-makers understand how employee financial stress affects focus, performance, retention, and culture, and what organizations can do to support people more effectively.
These programs can be booked individually or paired together as a leadership series.
Because, Financial Stress Doesn't Stay at Home
56% of employees say financial stress negatively affects their work. →
7 hours are lost per employee per week due to financial stress. →
$183B in productivity is lost annually across U.S. employers. →
78% of leaders said their employees’ financial stress led to higher turnover last year. →
When Money Walks Into Work: The ROI of Financial Well-Being
A leadership keynote on the hidden workplace cost of financial stress.
Employees do not leave financial stress at home. They bring it into meetings, decisions, conversations, and performance, often without saying a word.
And when leaders do not have a framework for recognizing financial stress, they often misread it as a motivation problem, attitude problem, engagement problem, or performance problem.
In this keynote, Linda Grizely, CFP®, makes the case that financial well-being is not just a benefit, perk, or personal responsibility. It is a leadership issue.
Drawing on behavioral finance, workplace insight, and real-life examples, Linda helps HR leaders and organizational decision-makers see the connection between financial stress, employee behavior, and business outcomes.
This is not a financial literacy talk. It is a conversation about performance, culture, retention, and the human side of work.
This program stands alone or can be paired with Burdened and Unburdened for organizations ready to go deeper.
Format:
Keynote (30–60 min) | Virtual or Live | SHRM & HR Conferences | Corporate Leadership Events | Industry Associations | Women’s ERGs | Executive Retreats
This program is perfect for:
•HR leaders, people managers, and organizational decision-makers ready to address financial stress as a performance and culture issue, not just a personal one •Leadership teams where disengagement, distraction, or retention challenges may have a hidden driver no one has named yet •Conferences and events focused on employee well-being, workforce performance, DEI, or the future of work •Organizations that have financial wellness benefits in place but aren’t seeing the results they expected •Any audience where leaders are responsible for the whole person, not just the job title
The audience will leave with:
•A clear understanding of how employee financial stress shows up at work, and why it’s being misread as a performance, attitude, or engagement problem •A new lens for evaluating the real cost of financial stress on productivity, retention, and culture, including data that makes the business case impossible to ignore •Insight into why most financial wellness programs fail to create lasting change, and what moves the needle •Three leadership shifts that help organizations stop treating financial stress as a private problem and start addressing it as a shared one •Language and a framework to bring this conversation back to their teams, their HR strategies, and their leadership culture
Burdened: The Hidden Cost of Financial Stress in the Workplace
A leadership session on recognizing the financial stress behind workplace behavior.
Financial stress does not usually announce itself.
It may show up as distraction. Irritability. A delayed decision. A change in energy. A high performer who suddenly seems disengaged. A team member who looks fine on paper but is quietly carrying more than anyone realizes.
Leaders are trained to read behavior, but most have never been taught to look beneath it. As a result, financial stress often gets misread as attitude, disengagement, or lack of commitment.
In Burdened, Linda Grizely helps leaders recognize the hidden weight employees may be carrying and how that weight can affect focus, confidence, decision-making, and performance.
This session gives leaders sharper eyes, better questions, and a more human-centered way to understand what may be happening beneath the surface.
This program stands alone or can be paired with When Money Walks Into Work and Unburdened as part of a deeper leadership series.
Format:
(30-60 min) | Virtual or Live | Conference Breakout | Strategic Planning Retreats | HR & People Leader Training | Leadership Development Programs
This program is perfect for:
•Leaders and managers who suspect financial stress is affecting their teams but don’t have the language or framework to address it •HR professionals building or evaluating employee wellness and EAP programs •Organizations experiencing higher-than-expected turnover, disengagement, or burnout without a clear cause •Any leadership audience ready to look beneath surface-level behavior and ask harder questions
The audience will leave with:
•The ability to recognize how financial stress shows up in the workplace, not as money conversations, but as distraction, irritability, disengagement, and risk aversion •An understanding of why even high earners carry financial stress, and why income alone is not a predictor of financial well-being •A framework for distinguishing financial stress from performance issues, and why getting that wrong is costing organizations more than they realize •Language to begin normalizing financial well-being conversations inside their teams and organizations, without overstepping or assuming
Unburdened: How Financial Confidence Strengthens Engagement, Retention, and Results
A strategy session on turning financial confidence into engagement, retention, and results
Awareness is important, but awareness alone is not enough.
Unburdened is where the strategy begins.
This session moves from what financial stress costs organizations to what financial confidence can build. When employees feel more financially grounded, they are better able to focus, make decisions, engage at work, and stay connected to the organization.
But many workplace financial wellness efforts stop at information. A seminar. A PDF. A benefits portal. A tool employees may not know how to use. Real support goes deeper.
In Unburdened, Linda Grizely helps HR leaders and decision-makers understand the difference between financial education, financial wellness benefits, and support that actually reaches employees in real life.
Audiences leave with a practical framework for evaluating what they have, identifying what may be missing, and building financial wellness support that strengthens both people and organizational outcomes.
This program stands alone or can be paired with When Money Walks Into Work and Burdened as part of a deeper leadership series.
Format:
(30-60 min) | Virtual or Live | Conference Breakout | Strategic Planning Retreats | HR & People Leader Training | Leadership Development Programs
This program is perfect for:
•Leaders and HR professionals ready to move from awareness to action on financial well-being •Organizations evaluating or redesigning their financial wellness programming and wanting a strategic framework, not just a list of vendors •Leadership teams that want to connect financial well-being directly to engagement, retention, and performance outcomes •Conferences focused on the ROI of people investments, benefits strategy, or the future of workplace well-being
The audience will leave with:
•A clear understanding of why financial well-being is a strategic business lever, not a compassionate add-on •Data connecting financial confidence directly to engagement, retention, and productivity, and the language to make that case internally •A framework for evaluating what effective financial wellness support looks like, and why one-time seminars and generic tools fall short •Practical next steps for building a culture where financial well-being is normalized, supported, and sustainable