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…
IFEBP 31st Annual Health Benefits Conference + Expo – Case Study: How to Engage Financially Stressed Workers
February 2, 2022
9:45 PM – 10:45 PM EST
Join us as Greg Ward, CFP® and Director of Think Tank talks about how Financial stress continues to plague the American workplace and how employer-sponsored financial wellness programs are helping.
NAPA 401(k) Summit – Beyond BeFi: More Than Nudges – Behavioral Finance 2.0
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.
Past Events
Financial Wellness: Building Credit – Live Webinar
August 19, 2021
1:00 PM – 2:00 PM EST
Join us for a live CE course on building credit, hosted by Greg Ward, CFP® and Director of Think Tank, and Erik Carter, CFP®, JD and Personal Financial Coach.
PSCA Webcast – Let’s Talk About Money
August 12, 2021
2:00 PM – 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.
Financial Wellness: Building New Research on Financial Wellness Disparities in the Workplace from Financial Finesse – Live Webinar
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
August 3, 2021
3:00 PM – 4:00 PM EST
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
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 – Workshop 10: Let’s Talk About Diversity and Inclusion
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?
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.