Workplace financial wellness programs are seen as a win-win for employers and employees. They help employees to create economic stability while contributing to employee satisfaction and an employer’s bottom line. How can philanthropy support and help replicate these efforts as part of a broader asset building or financial capability strategy?

Asset Funders Network presented Workplace Financial Wellness: Help for Lower-Income Employees on April 25, 2018, with speakers Susan Sarver (FINRA Investor Education Foundation), Adam Lee (Filene Research Institute) and Ted Castle (Rhino Foods).

This webinar explored an innovative, employer-based financial wellness solution from the perspectives of philanthropy, the employer, and financial institutions, and how one funder partnered with the business sector to nurture an employer-sponsored small-dollar loan program that is benefiting both low-income workers and the employer.


  • Susan Sarver, Associate Director at FINRA Investor Education Foundation
  • Adam Lee, Incubator Director at Filene Research Institute
  • Ted Castle, Founder Owner and CEO of Rhino Foods
  • Leah Mayor, Asset Funders Network moderator


AFN’s Funder Spotlight Series features both funder leads and investment partners exploring together the decisions, structures, and ecosystem supports that catalyzed success.