2024 Financial Wellbeing Symposium

September 26, 2024

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

Tentative Agenda:

Keynote Speaker: Suze Orman, Personal Finance Expert

Panel 1: Intersection of Mental Health and Financial Health

We know financial stress triggers certain negative employee behaviors, e.g., lost productivity and absenteeism. What are we seeing in this regard, and how are employers addressing this?

Panel 2: Trends in Financial Wellbeing — Recent Survey Results

This panel will feature a discussion on the most important financial wellbeing trends we are seeing. EBRI will present the results from the 2024 Financial Wellbeing Employer Survey followed by a trends discussion supported by other FWRC member research.

Panel 3: Measuring Success of Financial Wellbeing Strategies

This panel will be a plan sponsor discussion on how they assess the need for new financial wellbeing offerings, gauge employee satisfaction with their wellbeing strategies, and measure success.

Panel 4: Meeting Financial Wellbeing Needs of Financially Vulnerable Workers

This panel will feature a discussion on the most prevalent offerings that are specifically geared to these workers and innovations in that space.  What do financially vulnerable employees value most?