FinTech Series: The Financial Wellness Life Cycle

The Financial Wellness Life Cycle touches on financial education/literacy, employee finances, and wealth transfers.

Panel speakers include:
Shauna Mace, Managing, Director, Practice Management Solutions for Independent Advisor Solutions, SEI (Moderator)
Adam Holt, Founder & CEO, Asset-Map
Jason Ray, Founder & Investment Officer, Zenith Wealth Partners
Nathan C. Zahm, Head of Global Target Retirement and Goal-Based Investing Research, Vanguard

For the day’s agenda and speaker bios, please visit:

Thank you to our sponsors:
Baker Tilly
Ballard Spahr


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