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…

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.

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™.

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 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.


Past Events

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.