2020 Financial Wellbeing Symposium Virtual Meeting Series


Tuesday, September 22 (1pm) - Friday, September 25, 2020 (2:30pm US/Eastern)


2020 Financial Wellness Survey: Employer Perspectives with Special Focus on the Impact of COVID-19
Tuesday, September 22, 2020 (1pm - 2pm US/Eastern)

Now in its third year, EBRI’s Financial Wellness Survey: Employer Perspectives was fielded during the heart of the pandemic. The public is welcome to join us for our Symposium’s opening session. Find out how employers are adapting their financial wellness solutions to their employees evolving needs—and their own new budgeting constraints. Learn how everything from emergency savings initiatives to student loan debt assistance are being adapted to the current environment.

Speakers:
Craig Copeland, Senior Research Associate, EBRI

Meghan Belinski, VP Strategy, Financial Wellness & Engagement, MetLife,
Moderator

Financial Wellbeing Research Center Breakout Groups
Tuesday, September 22, 2020 (2pm - 3pm US/Eastern)

Speakers:

Track 1: Changes in Approaches to Financial Wellbeing Offerings Post-COVID-19
(Led by Julie Stich, Vice President, Content, International Foundation of
Employee Benefit Plans)

Track 2: The Current State of Student Loan Debt and Emergency Savings
Offerings (Led by Sharon Carson, Executive Director, J.P. Morgan Asset
Management)

Track 3: Objectives, Implementation, and Measurement of Financial Wellness
Strategies (Led by Lisa Canafax, Wealth Strategist, Mercer)

The New Frontier: Virtually Engaging Employees in Financial Wellness Initiatives
Wednesday, September 23, 2020 (1pm - 2:30pm US/Eastern)

Social distancing has changed the way we engage in many facets of life—
including engaging workers in financial wellness initiatives. This panel will
address innovative ways of reaching employees through technology, including
approaches that best suit various demographic groups. We will then split into
breakout groups for interactive discussions on real-world approaches that
FWRC members have employed with success. A report out to the broader group
will happen at the end of the session.

Speakers:

Kathy Floyd, Senior Vice President: Education & Wellness, Church Pension
Group

Beth Cleary, Executive Director, City of Milwaukee

John Crittenden, Fintech Entrepreneur

Jim Mahaney, Vice President, Strategic Initiatives at Prudential, Moderator

Weathering the Storm: Steps Employers are Taking to Facilitate Employee Resilience During Times of Crisis
Friday, September 25, 2020 (1pm - 2:30pm US/Eastern)

The pandemic has tested both the financial and the mental resilience of
American workers. In this session, experts will address their approaches to
“psychological first aid” for employees under mental duress. We will then split
into breakout groups for interactive discussions on real-world approaches
that FWRC members have employed with success. A report out to the broader
group will happen at the end of the session.

Speakers:

Greg Lapp, CEO, EAPA

Erlinda Vo, Financial Wellness Help Recipient

Andrew Lendnal, Executive Director, Morgan Stanley

EBRI thanks the sponsors of our Financial Wellbeing Research Center.

Church Pension Group
HealthEquity
J.P. Morgan
Prudential
Financial Finesse
International Foundation of Employee Benefit Plans
Mercer
Principal
Voya Financial

To add your organization’s name to this list, please contact Betsy Jaffe.

Special Events

Name Price Available To
Changes in Approaches to Financial Wellbeing Offerings Post-COVID-19 (Led by Julie Stitch)  
Objectives, Implementation, and Measurement of Financial Wellness Strategies (Led by Lisa Canafax)  
The Current State of Student Loan Debt and Emergency Savings Offerings (Led by Sharon Carson)