OLLI 0213 - Pillars of Financial Wellness
Course Description
Financial wellness is about more than saving for retirement. It includes the many building blocks that support long-term security and peace of mind, such as budgeting, debt management, emergency savings, benefits, retirement planning, and understanding how financial decisions evolve over time. Drawing on real-world experience in employee financial wellness and retirement readiness, this course explores the key pillars of financial wellness and why they matter at every stage of life. Participants will leave with a clearer framework for evaluating their own financial well-being and for thinking more intentionally about lifelong financial security. Presenter Beth Conradson Cleary is the Executive Director of the City of Milwaukee’s $1+ billion 457(b) Deferred Compensation Plan, where she oversees investment and vendor evaluation, fee analysis, participant financial education, budgeting, and more.
Presenter(s)
Beth Cleary
Beth Conradson Cleary is the Executive Director of the City of Milwaukee’s $1+ billion 457(b) Deferred Compensation Plan, where she oversees investment and vendor evaluation, fee analysis, participant financial education, communications, budgeting, and audit oversight. Since 2016, she has led efforts to strengthen plan governance and support employee financial wellness. Beth previously served as Deputy Director of Milwaukee’s $6+ billion Employes’ Retirement System (defined benefit plan) and as an Assistant City Attorney, where she was general counsel to the pension system. Her work focuses on retirement readiness, equity, and practical financial education.