Fintech Series: Journey of Financial Wellness

Join PACT (in-person!) as we convene the region’s Fintech community at our mini half-day conference about the financial wellness journey. Hear from our panelists from Vanguard, SEI, American Express, and Baker Tilly speak on topics such as:

Macro trends of Fintech, including:
– Leveraging data & AI
– Engineering trust
– Financial super apps

Moderator:
Phil Schmoyer, Baker Tilly

Panelists:
Russ Kliman, SEI
Matthew Bellows, AMEX
Terrence Kim, Vanguard

The Financial Wellness life cycle:
– Financial education/literacy
– Employee finances
– Wealth transfer

Moderator:
Shauna Mace, SEI

Panelist:
Adam Holt, Asset-Map
Jason Ray, Zenith Wealth Partners

Register for this event here.

Thank you to our sponsors:
Baker Tilly
Ballard Spahr
SEI
Vanguard

Location:
Vanguard, Quarry Ridge
700 Admiral Nelson Drive
Malvern, PA, 19355