Financial Wellness: what is it, who's involved, what does it mean, and how can your organization benefit?
Sujatha Sivakumaran Bio
Sujatha Sivakumaran, Executive Director, heads Product Development and Strategy for Morgan Stanley Financial Wellness. In this role, she is responsible for helping Morgan Stanley develop, implement, and offer a comprehensive program that serves the needs of all employees at a corporation. Sujatha brings with her vast experience in the retail wealth management area with time spent at Fidelity and BlackRock. At Fidelity, she helped develop Fidelity Go and grow their wealth planning offering to UHNW clients, to scale. At BlackRock, Sujatha worked in marketing and product management of retail products to financial advisors.
Sujatha is a native of India and received her MBA from the University of Virginia.
Join us on Wednesday, June 26th
, as Sujatha Sivakumaran (Morgan Stanley, bio below) provides an overview of applicable statistics and defining the overall need for financial wellness, and how your organizations can benefit from having a clear, definable, and valued financial wellness program.
Please RSVP to this email with your name, company, and the location you will attend (Raleigh or Charlotte)
. If you need to join remotely, please reply with that as well…although we can’t order you lunch 😊.
In order to make this as engaging a discussion as possible, we encourage you to send a question in your email response that you'd like us to review and discuss (time permitting, depending on responses). Additionally, and as always, if you have topics you'd like us to entertain during a future chapter meeting, please send them!
11:30-12:00: arrival and lunch (will be provided at no cost)
12:00-1:00: presentation and discussion
Red Hat Tower
100 East Davie Street
Raleigh NC 27614
11225 North Community House Road (Gragg Building)
1st floor lobby
Charlotte NC 28277
This event is free for NASPP members and non-members. If you're not already a member, please go to www.naspp.com, hover over 'About' and click 'Become a Member' to learn more.
We look forward to seeing you soon!
President, NASPP Carolinas Chapter