Thu • Jan

Thursday, January 18, 2018



Bank of America Conference Center, 4 World Financial Center, 250 Vesey Street, New York, NY


Free, but by invitation only; advance registration is required. To register, please contact Denise Gosselin at or 212.419.3561


The Financial Wellness Symposium will leverage New York City’s greatest assets: (1) its place as the epicenter of global finance, with an unparalleled array of experts and practitioners, (2) its close proximity to many of the world’s leading international organizations, and (3) its celebrated Age-friendly NYC initiative.

A full-day event, the invitation-only Symposium will bring together 200 diverse stakeholders from financial services institutions, global and New York employers of all sizes, community-based organizations, and policymaking and regulatory bodies to explore innovative strategies to adopt a life course approach to financial health within the public, private, and nonprofit sectors.

View Agenda

Our program will include keynote presentations from:

Kevin F. Crain, Managing Director, Head of Workplace Financial Solutions and Market Integration Executive, New York City, Bank of America Merrill Lynch

Jason Karlawish, MD, Professor of Medicine, Medical Ethics and Health Policy, and Neurology,Perelman School of Medicine, The University of Pennsylvania

Teresa Ghilarducci, Ph.D, Bernard L. and Irene Schwartz Professor of Economics and Policy Analysis, The New School for Social Research


Participants will:

  • Learn the demographic and financial trends associated with a growing population over 65;
  • Discuss Age-friendly business practices and tools that financial services firms are implementing to manage risk and cultivate stronger customer relationships;
  • Examine strategies and best practices employers can utilize to promote retirement savings and management;
  • Gain understanding of federal, state and city policies and legislation to protect older customers against fraud and abuse while facilitating coordinated rapid response, should it occur;
  • Explore successful community-based public-private partnerships to promote financial literacy;
  • Learn how to identify and address signs of cognitive decline and financial exploitation; and,
  • Understand professional and community resources available to older New Yorkers and their circles of support.

For questions, please contact Denise Gosselin at or 212.419.3561