2024 Financial Wellbeing Symposium

September 26, 2024

Morgan Lewis Offices
1111 Pennsylvania Ave, NW
Washington, DC 20004

Agenda:

8:30 a.m. – 9:15 a.m. — Breakfast & Networking

8:30 a.m. – 9:20 a.m. — (Optional Session, In-Person Only) Maximizing FSA Benefits

A roundtable discussion of FSA issuers, payment processors, and retailers focused on how to maximize value and minimize forfeitures.

Moderated by Nicky Brown, HealthEquity

9:30 a.m. – 10:00 a.m. — Welcome & Fireside Chat with Suze Orman, Personal Finance Expert

10:00 a.m. – 11:00 a.m. — Trends in Financial Wellbeing — Recent Survey Results

This panel will highlight the most prominent financial wellbeing trends through an EBRI presentation of its 2024 Financial Wellbeing Employer Survey followed by a discussion of senior researchers.

Panelists:

Jake Spiegel, Senior Research Associate, EBRI
Sharon Carson, Executive Director, Retirement Insights Strategy, JPMorgan Asset Management
David John, Senior Strategic Policy Advisor, AARP
Kirsten Hunter Peterson, Fidelity Vice President, Thought Leadership

11:00 a.m. – 11:50 a.m. — The Intersection of Mental and Financial Health

Some employees may need deeper introspection of their spending and savings behaviors on their journey to financial health. This session discusses how therapy has evolved to address both mental health and financial stress, and how employers can improve accessibility to these types of benefits.

Panelists:

Dr. George Blount, Founder/Financial Therapist, nBalance Financial
Aja Evans, Financial Therapist | Author of Feel Good Finance
Moderated by J. Michael Dedmon, Director, Research, National Endowment for Financial Education (NEFE)

11:50 – 12:40 — Livestream Break

11:50 a.m. – 12:30 p.m. — Networking Lunch

12:40 — Livestream Resumes

12:40 p.m. – 1:00 p.m. — Financial Wellbeing Employer Survey Presentation by Craig Copeland, Director of Wealth Benefits Research, EBRI

1:00 p.m. – 2:00 p.m. — Measuring Success of Financial Wellbeing Strategies

This session will explore how employers, providers, and investors assess the need for new financial wellbeing offerings, gauge employee satisfaction with their wellbeing strategies, and measure success.

Panelists:

Don Baylor, Jr., Head, Worker Solutions & Services, Lafayette Square
Megan Conroy, Director of Financial Education Strategy & Delivery, Bank of America
Barbara Kontje, Director of Retirement & Smart Saving, American Express Company
Moderated by Sara Vipond, Senior Associate, US DC Research Team, Mercer

2:00 p.m. – 2:20 p.m. — Break

2:20 p.m. – 3:10 p.m. — Meeting Financial Wellbeing Needs of Financially Vulnerable Workers

This panel will discuss different employer-sponsored approaches to meet the liquidity needs of financially vulnerable employees, such as out-of-plan emergency savings, income advances, referral systems, and other alternatives.

Panelists: