2022 Financial Wellbeing Symposium

September 29 10:30 a.m. to 1:30 p.m.

In-Person Meeting at the Offices of Morgan Lewis in Washington D.C.

SESSION OPEN TO THE PUBLIC VIA ZOOM

10:30 a.m. – 10:35 a.m. Introduction

Lori Lucas, President and CEO, EBRI

10:35 a.m. – 10:55 a.m. Americans’ Financial Wellness

10:55 a.m. – 11:40 a.m. 2022 Financial Wellness Survey: Employer Perspectives

In its fifth year, EBRI’s Financial Wellness Survey: Employer Perspectives explores how employers are adapting their financial wellness solutions to their employees’ evolving needs—and their own new budgeting constraints. Learn how employers are gauging and measuring the success of their financial wellness initiatives. Panelists will then explain what they are hearing from employers on the ground, and how they are helping employers better meet the needs of their work force.

Craig Copeland, Director of Wealth Research, EBRI
Lisa Margeson, Managing Director, External Affairs, Retirement Research & Insights, Bank of America

CLOSED SESSION: FINANCIAL WELLBEING RESEARCH CENTER MEMBERS AND THEIR GUESTS ONLY

11:40 a.m. – 12:25 p.m. How Various Generations of Workers Address Financial Security

In this session, we’ll hear from a panel of individuals working toward the goal of personal financial wellbeing — a young Millennial, an older Millennial, and a Gen Xer — on how they are handling their journey. What are the different challenges they face? How do their attitudes toward financial security differ? What are the different tools and resources they are using to help them achieve financial security? What are their varying expectations, and experiences, when it comes to their employer’s role in helping them secure financial stability?

Julie Everett, Financial Planner, Financial Finesse (Moderator)
CVS Gen X Employee from Arizona
McKinsey Younger Millennial Employee from New York
CVS Older Millennial Employee from Tennessee

12:25 p.m. – 1:10 p.m. Networking Lunch

1:10 p.m. – 1:55 p.m. How Are Benefits Retaining Your Top Talent?

In this session, we’ll hear from employers about how their financial wellness efforts feed into their broader employee engagement and retention strategies. How do emergency savings help, debt assistance, financial counseling and coaching, and other efforts not only create a more financially secure work force, but a more satisfied and connected one? How do these strategies address the needs of a diverse work force? And how are these strategies evolving over time?