FinHealth Industry Standards Are Here! Learn More Today.

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Session  
EMERGE

EMERGE Live 2020

In the wake of the coronavirus pandemic, we reimagined our annual in-person EMERGE Forum conference as EMERGE Live – our first-ever live digital experience.

Designing Digital Financial Advisory Tools for Low-to-Moderate Income Older Adults

Most low-to-moderate income (LMI) older adults are financially challenged to reach retirement and maintain their quality of life as they age. This report showcases research insights and design features that financial service providers can leverage to better support the needs of this group as they approach retirement, produced in partnership with the Institute of Consumer Money Management.

Member Exclusive
 EMERGE Backstage: The Policy Landscape for Financial Health

EMERGE Backstage: The Policy Landscape for Financial Health

Explore the potential to reshape financial health policy in the wake of three transformative events: the COVID-19 pandemic, the resulting economic contraction, and the renewed drive to address systemic racism ignited by the brutal murder of George Floyd.

#FinHealthMatters In the Workplace

There is also an opportunity to advance large employers’ understanding of the financial health challenges of workers, so they can better assess and implement financial health interventions in the workplace.