Financial Health Pulse: 2021 U.S. Trends Report
Discover how Americans’ financial health outcomes have changed as COVID-19 continued to create unprecedented disruptions.
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Member Summit 2018
Over 175 attendees from over 138 Members joined us for the 2017 Member Summit. At this year’s Member Summit, we highlighted champions who share their strategies, approaches, and results — ultimately bringing together attendees for joint problem-solving.
Visionary Award
The Financial Health Visionary Award recognizes individuals who have shown unparalleled leadership in building a more accessible and inclusive financial system, and who seek to continue to inspire and encourage the next generation of leaders to innovate new solutions for the financially underserved.
Our 2021 Visionary Award: The Role of Leadership in Global FinHealth
Joined by our inaugural recipient Dan Schulman, President and CEO, PayPal, Jennifer Tescher, President and CEO, Financial Health Network, and the 2021 honoree, Her Majesty Queen Máxima of the Netherlands, United Nations Secretary-General’s Special Advocate for Inclusive Finance for Development, the discussion will include opportunities to ask questions about the role of leadership in advancing the mission and vision of financial health on a global scale.
Industry
Driving the Work of Economic Equity in Underserved Communities
While for many people in the U.S., seeing a bank—or several—is a daily occurrence, a lack of access to financial services is unfortunately a familiar story for underserved communities, especially communities of color. Last year, the Cherry Hill neighborhood of South Baltimore celebrated the opening of a 5,000-square-foot Chase bank branch, marking an important milestone: it was the first national bank to ever open in this historically Black community. Presented by JPMorgan Chase & Co.
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.
Good Jobs Matter: Investing in Worker Financial Health
In this final installment of the "Good Jobs Matter" blog series, we use the Financial Health Network’s eight financial health indicators to explore additional ways that employers can improve the financial health of their workers.