Find us at events around the United States.

It’s important to us that we share financial wellness with everyone we can. As nothing can replicate face to face meetings, we would love to see you at one of the many events around the US.

Where to find us…


Wednesday, September 28, 2022

Over one and half days, Institutional Investor’s Inaugural Retirement Plan Advisor Summit will provide senior-level executives the most innovative and essential retirement plan advisor firms the opportunity to share ideas and experiences on some of the most pressing issues their clients and their businesses are facing today. The sessions will be formatted as case studies, industry-expert presentations, discussion tables, and workshops to foster collaboration and idea-sharing amongst the leaders in the ever-evolving retirement plan advisor industry.

Shark Tank Session- Founder and CEO Liz Davidson
Autobots, Transform and Roll Out: Integrating Technology into Your Practice

In today’s world of fast-paced innovation, it’s crucial to stay up to date on new technology. Plan advisors use technology to streamline business operations and communication to increase efficiency and improve client satisfaction, but successfully adopting new technology can be time-consuming and challenging. In this panel, you will hear from top digital providers about how and what to integrate new technology into your business fast.

EBRI 2022 Financial Wellbeing Symposium

Thursday, September 29, 2022

Attended and facilitated by Financial Finesse employees, clients and end-users
– Hear about the latest efforts to support financial wellness initiatives through policymaking.
– Understand employer perspectives on financial wellness from the 2022 Financial Wellness Survey.
– Learn from a panel of individuals who are currently working toward the goal of financial security using their employers’ solutions.
– Hear how employers are positioning their financial wellness efforts to feed into broader employee engagement and retention strategies.

GRPAA and WIPN 6th Annual Women’s Retreat – CAPE COD

Friday/Sunday, October 7 – 9, 2022

A weekend of amazing coaching sessions and events featuring incredible panels with inspiring peers and thought leaders. Gain skills and a powerhouse network to help you be the best possible you! (Invitation Only)

Attended by a select group of women from Financial Finesse.

Past Events

PSCA – Clearing the Path: Making Way for Increased HSA Savings

Thursday, June 23, 2022
2:00 – 2:50 pm ET

Join the Plan Sponsor Council of America and industry experts, including Laura Finn, Senior Consultant at Financial Finesse, for a webcast on making HSA savings more attainable for employees.

Cambridge Retirement Plan Summit – Trends in Financial Wellness: What Every Retirement Advisor Should Know

Tuesday, May 17, 2022
10:00 – 11:00 am

The retirement industry continues to evolve and so has Cambridge’s Retirement Plan Summit, the premier education event for Cambridge financial professionals interested in growing their retirement plan business. Our expert presenters and panelists will provide insight and fresh ideas on a wide range of topics, including: strategies to help you grow your business, best practices to help the plan sponsor mitigate their risk, and techniques designed to help participants meet the ultimate goal of retirement readiness. We will also offer networking opportunities with ERISA attorneys and industry professionals for financial professionals focused on retirement plans.

Retirement Industry Conference – New Frontiers in Financial Wellness

Thursday, May 12, 2022
2:15 pm

The notion of “Financial Wellness,” and how the workplace – and workplace vendors – fit into it has gained enormous traction in the past couple of years. Recent LIMRA research looks at employers and employees and their perceptions and expectations of how wellness and the workplace fit together.

EBRI 2022 Spring Policy Forum

Tuesday, May 10, 2022
11:30 am – 4:30 pm

EBRI’s 91st Policy Forum is scheduled for Tuesday, May 10. Learn about the latest research, trends, and regulatory changes affecting retirement, health care and financial wellness. Hear from EBRI researchers, policymakers, plan sponsors, and providers, as we discuss the impact of today’s public policy environment on employee benefits.

NAPA 401(k) Summit – Beyond BeFi: More Than Nudges – Behavioral Finance 2.0

Monday, April 4, 2022
9:45 AM PST

While the first generation of behavioral finance was focused on finance and economics, there’s a second generation coming on line – one that encompasses more than mere utilitarian factors in decision-making, but incorporates considerations of both psychology and sociology.  And this new generation of thought seems likely to draw into question some of the assumptions of its predecessor.  Find out what you (now) need to know to go beyond the “nudges of behavioral finance 1.0.

GRPAA 2022 Industry Leaders Summit

Sunday, February 6, 2022

More information coming soon…

IFEBP 31st Annual Health Benefits Conference + Expo – Case Study: How to Engage Financially Stressed Workers

Wednesday, February 2, 2022
9:45 – 10:45 pm ET

Join us as Greg Ward, CFP® and Director of the Financial Finesse Financial Wellness Think Tank™ talks about how financial stress continues to plague the American workplace and how employer-sponsored financial wellness programs are helping.

Financial Wellness: Building Credit

Thursday, August 19, 2021
1:00 – 2:00 pm ET

Join us for a live CE course on building credit, hosted by Greg Ward, CFP® and Director of the Financial Finesse Financial Wellness Think Tank™, and Erik Carter, CFP®, JD and Personal Financial Coach.

PSCA Webcast – Let’s Talk About Money

Thursday, August 12, 2021
2:00 – 2:50 pm ET

Women continue to lag behind men in saving for retirement for many reasons, which we will cover during this Financial Finesse-sponsored webcast. For example, psychological issues may prevent people from discussing this topic, even with their own families. We’ll discuss ways to encourage women to focus on ensuring their financial security, beginning with getting them to talk about money. The barriers women face in this area, suggestions on how to start relevant conversations and provide resources that will help women in your organization to address these issues will also be covered.  

A Special Report on Financial Wellness Disparities in the Workplace from Financial Finesse

Tuesday, August 10, 2021
10:00 am PT

Join us for an interactive review of new data on financial wellness disparities in the workplace from our own Financial Wellness Think Tank™.

NCEF Webinar – Financial Wellness: Coaching for Behavior Change

Tuesday, August 3, 2021
3:00 – 4:00 pm ET

Understand the emotional, cultural, and psychological barriers to making positive behavioral change and how to overcome them to close the wealth gap, increase workforce productivity and improve short and long-term financial outcomes.

DCIIA/SPARK Public Policy Series – Expanding Workplace Savings: Seeking a Holistic Lifelong Approach

Wednesday/Thursday, May 5-6, 2021

A virtual Public Policy Series co-hosted by the Defined Contribution Institutional Investment Association (DCIIA) and The SPARK Institute.

PSCA 2021 National Conference – Let’s Talk About Diversity and Inclusion

Tuesday, April 20, 2021

Learn the history — and current state — of savings and income gaps among various groups. Get tips on how to start the conversation about diversity and inclusion at your company. Gain strategies to impact your benefits in a meaningful way.

Investment News Webcast – Can Financial Wellness Really Work?

Monday, April 5, 2021

Moderated by retirement plan expert Fred Barstein, this webcast will feature subject matter experts from across the defined contribution landscape. The webcast, sponsored by Invesco, will answer questions about how RPAs can offer financial wellness to their DC clients that are impactful to plan sponsors, participants and RPAs business.