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Fintech Series: Journey of Financial Wellness

June 30, 2022 8:00 AM - 11:30 AM (EDT)

Description

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, Baker Tilly, American Express, and more speak on topics such as:

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

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

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

For the immediate future, PACT will require proof of vaccination for all attendees of in-person events. Please bring both your full vaccination and ID cards to the event and have them ready prior to reaching the registration table. PACT event staff has been certified in Pandemic Onsite Protocol.

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Contact Information

Philadelphia Alliance for Capital and Technologies | PACT
Name: Heidi Franklin
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