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…

EBRI 2022 Spring Policy Forum

Tuesday, May 10th
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.

Retirement Industry Conference – New Frontiers in Financial Wellness

Thursday, May 12th
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.

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

Tuesday, May 17th
10:00 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.


Past Events

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.

GRPAA 2022 Industry Leaders Summit

February 6th, 2022

More information coming soon…

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.