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Fintech Series: Financial Literacy

October 6, 2022 8:30 AM - 10:00 AM (EDT)

Description

With the financial world becoming increasingly more complex for individuals and families to navigate, financial literacy is becoming even more critical. From understanding budgeting and debt management to saving and investing for the future, consumers have an overwhelming number of choices. Employer-offered financial wellness programs, venture-backed fintech startups, and incumbent institutions all offer various forms of financial literacy. In this session, we will explore the key elements of financial literacy, the socioeconomic impacts on financial literacy, and explore some of the key players offering solutions in the market.

Moderator:

  • Dax Hill, Chief Operating Officer, Vanguard Fintech Ventures and Senior Manager, Fintech Strategies Group, Vanguard

Speakers:

  • Tanya Van Court, Founder & CEO, Goalsetter
  • Joe Saari, Founder & Chairman, Financial Fitness Group
  • Tina Hay, CEO, Napkin Finance

Sponsors:

  • Baker Tilly
  • SEI
  • Vanguard

Moderator:
Dax Hill
Chief Operating Officer, Vanguard Fintech Ventures
Senior Manager, Fintech Strategies Group, Vanguard

Over the course of 20 years, Dax has held a variety of roles, including co-founding two startups, managing global programs , people leadership, investment banking and consulting. Dax is currently the Chief Operating Officer of Vanguard Fintech Ventures and a Senior Manager at Vanguard's Fintech Strategies Group.

Prior to joining the Fintech Group, she served as the co-lead of the Investment Management Development Program, where she supervised key program initiatives and oversaw the development of the organization’s future leaders and experts. She was also a founding member of Vanguard Innovation Studio where she performed significant research in areas including the gig and freelance economies and investigated a wide range of FinTech topics utilizing Design Thinking, Lean Startup, and Agile methodology.

In her free time, Dax likes to visit her hometown of Brooklyn, New York, produce music with her teenage son, and collaborate with her sister and co-founder on an Edtech startup to bring VR technology to underserved areas of New York City. Dax has a post-baccalaureate degree from Columbia University, as well as a B.S. in computer science and an M.S. in management from LIU. She is also an AWS Certified Cloud Practitioner, as well as a LUMA Certified Design Thinking Instructor and Facilitator.


Joe Saari
Founder & Chairman
Financial Fitness Group

Joe Saari is the Founder and Chairman of the Financial Fitness Group (FFG). Joe has dedicated his career to helping individuals improve their financial well-being. A well-known thought leader, who has been featured on CNBC, CNN, and Bloomberg TV, Joe brings over 20 years of experience as an academic, innovator, and leader in the field of financial wellness. He has served on the Governor’s Task Force on Financial Literacy and won numerous awards for his leadership in over 10 years of research and innovation in financial well-being. Before starting Financial Fitness Group, Saari was a faculty member at the University of Wisconsin.

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