2025 Financial Wellbeing Symposium - (For up-to-date event information, click here).

Agenda Topics Include:

- HSA Policy Discussion
- What’s ahead for policy, and the impact of health care costs.
- With the SECURE Act Just Beginning, What Have We Seen and Where Are We Going? Is Flexibility the Future?
- The Power of Personalization
- Designing Benefits for Meaningful Engagement
- Financial Wellbeing Employer Survey
-The 2025 Financial Wellbeing Employer Survey, featuring comparisons between large and small employers.
- 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

Confirmed Speakers:
 
Lydia Aulisi, Fidelity
Bridget Bearden, EBRI
Rodney Bolden, Morgan Stanley
Craig Copeland, EBRI
Ric Edelman
Kerry Hannon, Journalist, Author
Davind John, AARP
Edwin Jongsma, Financial Finesse
Lisa Margeson, Bank of America
Elizabeth Meyers, Bright Horizons
Priya Punatar, Fidelity
Manita Rao, AARP
Vidhi Sanders, Capital Group
Jake Spiegel, EBRI
Holly Tardif, WTW
Sara Vipond, Mercer
Greg Ward, Financial Finesse