Skip to content

The Financial Literacy Council is a forum for financial services organizations involved in the manufacturing, distribution and/or administration of individual or group retirement products to discuss and share best practices and trends in the development, implementation and ongoing support of a successful Financial Literacy initiative.

Target Membership: Individuals representing their companies should be in a leadership role with significant responsibility for the Financial Literacy initiatives in their organization.

Typical Topics Discussed: Strategies to monetize financial wellness programs; ways to measure the overall impact of such programs; organizational structure/alignment for financial programs (who's leading them, where do they sit within the organization and how their efforts are funded); the level of demand and interest in such programs by market size and what aspects of such programs are important to employees and plan sponsors.

Please contact your Member Relations Director for more information.