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Optimal Financial Wellness: Liquidity Without Leakage

LIVE Sep 11, 2020: 12:00pm - 1:30pm Eastern

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The Expert Insights offers a “best practices” financial wellness liquidity solution that can be implemented today. It targets workers who live paycheck to paycheck. The solution optimizes financial wellness while minimizing leakage. It offers the best opportunity for workers to “get ahead of the debt curve.”

In this session, you’ll learn:

  • Why “asset aggregation/consolidation/retention” is an essential component of financial wellness
  • That financial wellness is an essential strategy – best optimized through retirement savings plan designs that enable “wealth accumulation” and “liquidity without leakage”
  • The best financial wellness initiatives leverage existing, traditional benefit plans so that they meet needs for emergency savings, student loan debt management, major purchases and financial priorities, all “along the way” to retirement.
  • How your 401(k) or 403(b) plan (or even your defined benefit pension plan) can do double duty – College or Contributions, Debt or Deferrals

A single sheet, two-sided template of action steps will be provided to attendees. Attendees will also be provided access to a 2017 essay on the same topic.


Jack Towarnicky

Research | American Retirement Association

Jack Towarnicky has more than 40 years of human resources/rewards/benefits experience, including leadership positions at four different Fortune 500 companies. Jack has also served as a benefits compliance and consulting attorney.

COVID-19 Expert Insights: Members and nonmembers receive complimentary access to live and recorded sessions. Access to the live event is limited to the first 1000 participants, so be sure to log on up to 15 minutes prior to the event start time. If you miss the live event, playback will become available on-demand shortly after the event date.

All Other Expert Insights: Members receive complimentary access to live and recorded sessions ($149 for nonmembers). Access to the live event is limited to the first 1000 participants, so be sure to log on up to 15 minutes prior to the event start time. If you miss the live event, it will become available 30 days after the event date.

Member Free

Non-Member $149

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