2013 Fellows Symposium – Engaging Early Career Workers in Their Financial Wellbeing

2013 Fellows Symposium – Engaging Early Career Workers in Their Financial Wellbeing

September 20, 2013
New York, NY

Institute Fellows Symposia bring together Institute Fellows, TIAA business leaders and other subject matter experts to examine priority issues. The September 2013 symposium focused on engaging Gen Y in their personal finances, with fresh thinking on ways to help Gen Y meet both short- and long-term financial priorities.

The symposium was held September 20, 2013, at TIAA headquarters in New York, and addressed the following topics:

  • Financial Profile of Gen Y: What Do They Need? – Presents new analysis of findings from the 2012 National Financial Capability Study, which looks at how college-educated members of Gen Y tend to manage their personal finances.
  • Personal Finances and Life Priorities of Gen Y – Explores barriers to engaging Gen Y in their personal finances, from the perspectives of behavioral science and professional financial planning.
  • Increasing Financial Engagement: What Can be Done? – Examines strategies to increase engagement of Gen Y, including learnings from TIAA’s Gen Y initiative.
  • HR Perspective: What Are Employers Uniquely Positioned to Do? – Describes ways employers can seize opportunities to help early career workers achieve financial security.

Each session included presentations by subject matter experts followed by open discussion among all attendees. There was ample time for networking and informal idea-sharing.