Register now for the Tuesday, April 30th event!
Whether you’re budgeting for the present or planning for your retirement, managing your finances can be an overwhelming task. That’s why The Harkin Institute chose “Navigating the Journey to Financial Wellness” as the theme for this year’s Harkin Retirement Security Symposium. The event will bring together advocacy and community organizations, government agencies, and private companies and their foundations that work on financial wellness and retirement security. The symposium will provide a forum to discuss the most pressing challenges and find collaborative opportunities to address documented financial wellness needs and their relationship to retirement security, with an emphasis on vulnerable populations.
Agenda
8:30 AM Registration/Breakfast
9:00 AM Opening Remarks, Matthew Reed, Executive Director & Rayna Stoycheva, Retirement Security Policy Director
9:10 – 9:40 AM Morning Keynote, Adam Carroll
9:45 – 10:45 AM Financial education curriculum and best practices
Moderator: Stephanie Wager, Iowa Department of Education
- Jennifer Anderson, University of Northern Iowa
- Suzanne Bartholomae, Iowa State Extension
- Ryan Osborn, Junior Achievement
- Amanda Volz, NextGen
11:00 – 11:40 AM FINRA Achieving and measuring financial capability
11:45 AM – 12:30 Lunch Keynote Discussion, Mark Miller, Retirement Reboot (moderated by Chris Ferrell, Minnesota Public Radio)
12:30-1:30 Lunch & Visit Fair Exhibits
- Stream fraud videos from Iowa Department of Insurance and Financial Services
1:30-2:30 PM Financial wellness for vulnerable populations
Moderator: Jo Christine Miles, Principal Foundation
- Angela Fontes, Financial Health Network
- Ena Babic Barnes, Iowa Credit Union Foundation
- Joy Esposito, Evelyn K. Davis Center Director
- Kelli Soyer, United Way of Iowa
2:35-3:00 pm Featured Presentation: ABLE accounts, Iowa Treasurer of State
3:10 -4:10 PM Medicare choice & managing health care costs in retirement
- Kristin Griffith, Iowa SHIIP Director
- Josh Pearson, THI Senior Fellow
- Iowa AARP, Brad Anderson
- Medicare Rights Center
4:15 PM Closing Remarks
Iowa Jump$tart Coalition 