Sally’s 27 year career at the Weyerhaeuser Company spanned two diverse disciplines; Technology Planning Manager for Employee Systems and Life and Retirement Planning. Through her information systems background she learned what poor use employees were making of their retirement benefits and decided that more should be done to educate employees.

For over 17 years, Sally was the driving force for the Life and Retirement Planning Programs for Weyerhaeuser’s 55,000 employees. On an annual basis she personally impacted the lives of thousands of employees through her seminars and webinars. Her work has received national recognition and was featured in the Fannie Mae Foundation 2000 study on “Financial Literacy Education in the U.S.” and in the AARP 2005 study titled, “Goodbye to Complacency.”

Sally was a contributing author for the Encyclopedia of Retirement and Finance and a frequent participant at symposia and think tanks sponsored by the National Endowment for Financial Education (NEFE). She was also featured in a PBS special on the financial literacy crisis in America produced by NEFE. Sally’s work has been highlighted in Workplace Management, Seattle Times, and The Number by Lee Eisenberg. In 2006 Sally was awarded a Benny Award in the category of Retirement Planning by Employee Benefit News.

Sally has been active in the International Society for Retirement Planning and the Association for Financial Counseling and Planning Education.

In 1990, Sally was voted one of the Top Women in Computing and in the same year was President of the Society for Information Managers. Prior to her work at Weyerhaeuser, she was the Dean of Women at Pacific Lutheran University. Sally holds a Master’s Degree in Business and Education from Western Washington University. In addition, she holds certification in Swift Water Rescue and as a Brewmeister from Anheuser-Busch. 

In 2008, Sally was honored by the AFCPE as HR Educator of the Year. The same year, Sally retired from Weyerhaeuser, launching her own business focused on the design and delivery of workplace life planning programs.

Sally is a long-time friend of M.Q. and has lent her wisdom to past sessions of Money Quotient’s “Fundamentals of Financial Life Planning” Training course and presented at the M.Q. Retreat. Sally also serves as a member of the M.Q. Content/Industry Expert Advisory Board.

Sally will be presenting for the upcoming Money Quotient Learning Opportunity webinar, “Marketing Financial Services in the Workplace.” Sally identifies the workplace as a prime location to educate employees about financial matters and market financial services. She notes, “Individuals in the workplace are concerned about making good choices with both present and future money. Workers are frequently faced with decisions about employer provided benefits, yet many lack the financial knowledge needed to make the best decisions.”

In her webinar, Sally will provide new insights on the topic of workplace financial education. She will explain how combining financial information with benefit-related discussions allows financial professionals to provide valuable information and support while simultaneously increasing their presence in the community.

This Learning Opportunity will take place Thursday, December 10^th from 12:00pm to 1:00pm Pacific Standard Time. This webinar is open to M.Q. Licensees and non-Licensees. The cost for Licensees to attend is $15.00. The cost for non-Licensees to attend is $20.00.

If you would like to participate in this event, please click here to download a registration form.