2025 Financial Wellbeing Symposium

EBRI [Employee Benefit Research Institute]

The event is offered to benefits and financial industry professionals who want to keep up to date with Americans' financial wellness issues.

Session titles include:

• With the SECURE Act Just Beginning, What Have We Seen and Where Are We Going? Is Flexibility the Future?
• Motivations Behind the Money: Understanding FSA and HSA Behavior
• Designing Benefits for Meaningful Engagement
• Debut results from EBRI’s 2025 Financial Wellbeing Employer Survey
• Fireside Chat with Kerry Hannon - Retirement Bites - A Gen X Guide to Securing Your Financial Future
• From Child Care to Elder Care: Designing Caregiving Benefits Across Life Stages
• Financial Wellbeing Demands, Outcomes, and Outlook
• Putting AI To Work: The Opportunities and Risks of AI in Workplace Benefits
• Perspective from Ric Edelman - The 8 biggest threats, fears, mistakes and opportunities for you and your employees and your families

Event speakers include: Sara Vipond, Mercer; Priya Punatar, Fidelity; Holly Tardif, WTW; Bridget Bearden, EBRI; Heather Ruff, Visa; Kathleen Slovin, Fidelity; David John, AARP; Craig Copeland, EBRI; Sarah Faye Pierce, Paychex; Kerry Hannon, Personal Finance Expert and Author, Retirement Bites; Barb Marder, EBRI; Elizabeth Myers, Bright Horizons; Jake Spiegel, EBRI; John Bowe, Johns Hopkins Health Systems; Brandon Massie, Kaiser Permanente; Rodney Bolden, Morgan Stanley; Alana Baray, Commonwealth; Manita Rao, AARP; Lisa Margeson, Bank of America; Edwin Jongsma, Financial Finesse; Deirdre Bertrand, Candidly; Vidhi Sanders, Capital Group; Greg Ward, Financial Finesse; Zainab Noorali, Infosys; Lisa Houser, Align Precision; and Ric Edelman, 3 Times Ranked the #1 Financial Advisor in the Nation by Barron’s.

More Information, How to Register