Anne Lester

GenZers and Millennials are doing a better job saving for retirement than any prior generation. But nobody – especially GenZers and Millennials themselves – believes it. 85% of them report that their finances are the number one source of stress in their lives, and half of them actually report losing sleep over them. Shame, fear and guilt over their finances are not only creating havoc in your younger employees’ personal lives, but also impacting their performance at work. In fact, employees report losing seven hours of productivity per week because of financial stress, and GenZers report losing at least eight hours per week.

Enter Anne Lester, award-winning author of Your Best Financial Life, who brings you into the minds of your GenZ and Millennial employees. Find out what money is really doing to their brains. Learn about the money types shaping your employees’ relationship with money. Understanding why they behave the way they do with their finances is the key to helping them eliminate the number one source of stress in their lives and showing up fully engaged at work, every day.

Join Anne as she seamlessly blends findings from her latest surveys and focus groups, as well as lessons learned from managing the $125 billion SmartRetirement funds as head of Retirement Solutions at JPMorgan Asset Management, to bring finance to life. Anne brings intelligence, compassion, and humor so you can empower your employees to live their best financial lives.

[*to be customized: Participants = 401(k) specialist audiences; Clients = Financial Advisor audiences]

GenZers and Millennials are doing a better job saving for retirement than any prior generation.

But nobody – especially GenZers and Millennials themselves – believes it. 85% of them report that their finances are the number one source of stress in their lives, and half of them actually report losing sleep over them. Shame, fear and guilt over their finances can not only create havoc in your younger participant’s/client’s personal lives, but also impacts their performance at work. And the industry’s efforts to educate them out of this situation is making it worse.

Enter Anne Lester, award-winning author of Your Best Financial Life, who brings you into the minds of your GenZ and Millennial participants/clients. Find out what money is really doing to their brains. Understanding why they behave the way they do around money is the key to helping them turn their relationship with money around. You will leave this talk understanding why you don’t have an information problem when communicating with younger participants/clients, you have a connection problem, and how to fix it.

Anne seamlessly blends findings from her latest surveys and focus groups, as well as lessons learned from managing the $125 billion SmartRetirement funds as head of Retirement Solutions at JPMorgan Asset Management, to help you connect to your participants/clients, not overwhelm them with information they struggle to use. Anne brings intelligence, compassion, and humor to what can be a tough, dry topic so you can empower your participants/clients to live their best financial lives.

If you’re like most people, you struggle to save—and you squirm even thinking about retirement. You need Anne. In this interactive keynote, Anne—an industry legend in managing retirement assets—reveals the ingrained biases that work against saving. She shares true stories, her latest data, and insights on the big impact of small changes. With the empathy and humor of your favorite aunt, she walks you through the 5-step framework that can help you save smart and win your way. You’ll walk away inspired, with 5-step tools and the greater confidence that comes from seeing yourself in a fundamentally new way—now, and in your best possible future.

The painful truth is that most employees fall dangerously short when saving for retirement. Close the gap, and your rising leaders will have measurable reasons to give you high marks. They’ll also be more engaged at work, and they’ll stay with your organization longer. Let Anne help you win the talent war by teaching your people how to become more financially fit. Audiences walk away with her 4-part framework, simple savings calculator, and Anne’s assessment tool.