The Financial Health & Retirement Leadership Summit | June 16–17
An exclusive, invitation-only gathering of senior HR and Benefits leaders focused on the future of retirement income and workplace financial wellness.
About the Summit
Kashable is pleased to host The Financial Health & Retirement Leadership Summit, a curated, day-and-a-half experience designed to foster meaningful dialogue, peer exchange, and actionable insight.
This intimate forum brings together senior HR and Benefits executives, retirement thought leaders, and financial wellness innovators to share best practices and explore practical strategies that strengthen employee financial stability while protecting long-term retirement outcomes.
The experience will be guided by Matt Bahl and Jin Woo Chung of the Financial Health Network, helping to facilitate thoughtful discussion and connect insights across sessions.
The Financial Health Network is a leading authority on financial wellness, dedicated to improving the financial health of individuals and organizations across the United States. Through research, industry collaboration, and advisory work, they partner with employers, financial institutions, and policymakers to develop solutions that help people build resilience, manage day-to-day finances, and achieve long-term financial security. Their work bridges data-driven insights with practical strategies, making them a trusted voice in advancing workplace financial wellness and retirement readiness.
Our goal is to create an environment for open conversation and tangible takeaways you can bring back to your organization.
Agenda Overview
Day One
Tuesday, June 16
Pension & Investments Retirement Income Solutions Conference
You will join us as our guest at the P&I Retirement Income Solutions Conference in New York City.
Kashable will lead and moderate a featured panel discussion alongside valued clients including Kraft Heinz and Temple Health. The conversation will focus on practical strategies to strengthen employee financial stability while safeguarding retirement outcomes.
Private Executive Dinner
Following the conference, attendees will join Kashable and fellow industry leaders for a private dinner in New York City. This intimate setting offers the opportunity for candid discussion, peer exchange, and relationship building.
Day Two
Wednesday, June 17
Executive Roundtable at Kashable Headquarters
Bryant Park Office | Morning Session
We will welcome you to Kashable’s Bryant Park office for a leadership roundtable featuring members of the Kashable executive team and experts from organizations such as:
Goldman Sachs
Financial Health Network
This discussion-driven session is designed to facilitate shared insights, cross-industry learning, and practical best practices from leading HR and Benefits experts.
Key Themes
Financial Wellness Communication
Positioning programs with empathy to drive meaningful engagement.
Preserving Retirement Income Through Liquidity Solutions
How emergency savings, employee relief funds, and responsible loan programs work together to reduce retirement leakage.
Navigating the Affordability Crisis
Practical strategies to narrow the workplace wealth and credit gap.
Redefining “Health”
Exploring the intersection of physical, mental, and financial wellbeing.
What’s Included
Complimentary pass to the P&I Retirement Income Solutions Conference
Private executive dinner in New York City
Executive roundtable at Kashable headquarters
Travel and hotel accommodations covered by Kashable