Employee Financial Wellbeing with Rebecca Liebman, LearnLux

In this HRchat episode, we consider the stresses money worries can place on our mental and physical health, and we offer tips for HR professionals looking for new financial wellbeing programs.

Bill's guest this time is Rebecca Liebman, CEO and co-founder of LearnLux, a provider of workplace financial wellbeing that blends digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. 

As the CEO of LearnLux, Rebecca is on a mission to make financial wellbeing accessible in the workplace. Since the company’s launch in 2015, Rebecca has helped grow the company from a startup to an established company serving clients that span across a variety of industries, Fortune 500 companies, and global enterprises.

Questions For Rebecca Include: 

• How can money worries impact our personal and work lives? 
• Money can be a very taboo subject and there’s a stigma around talking about it in the workplace. Why are you on a mission to change that?
• What has fundamentally changed in the financial wellbeing space from 5 years ago to today?
• What’s something that many people misunderstand about workplace financial wellbeing? 
• What advice would you give to an HR professional who’s starting the search for a new financial wellbeing program?
• LearnLux recently published its Employee financial wellbeing report: Year in review. It draws from thousands of aggregated and anonymized data points from October 2020 to October 2021 via the LearnLux financial wellbeing platform. Can you tell us about the report and any interesting/surprising findings?

More About Rebecca

Prior to starting LearnLux Rebecca was a communications specialist at MIT, studied microfinance in Kenya and completed environmental research in Germany, France, Belgium, and Luxembourg. These experiences inspired her to launch LearnLux, in order to help more people navigate their finances. Rebecca is passionate about working with people to create a better world through the power of technology and has worked with numerous startups, helping them grow from the ground level. 

In addition, Rebecca has held many advisory board roles including with HubSpot and Nantucket Conference. She has also been honored with accolades such as the Forbes “30 Under 30,” Boston Business Journal “40 Under 40,” and 2020 Fast Company “World Changing Ideas” awards.

More About LearnLux

LearnLux is the leading provider of workplace financial wellbeing that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. 

LearnLux's award-winning program equips employees with a financial plan to guide them through key decision points across all life events.



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