Global Conference 2017

Nearly a quarter of the U.S. population is unbanked or underbanked. Consumers are often presented with a range of financial products and services, but clear information and financial literacy are essential for them to make choices that will improve their financial health. This panel will discuss what financial service providers can do to bring more people into the system and empower them to make informed decisions. Questions will include:

  • What's the current state of financial literacy in the U.S. and what is needed to expand it?
  • How can we enhance disclosures to help consumers to make more informed decisions?
  • What needs to change and how do we create an environment supportive of financial health?
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Daniel Gorfine

Adjunct Fellow, Milken Institute; Vice President, External Affairs, and Associate General Counsel, OnDeck


Louis Beryl

Founder and CEO, Earnest

Kari Dohn Decker

Managing Director, Corporate Responsibility, Western Region, JPMorgan Chase

Nan Morrison

President and CEO, Council for Economic Education

Jerry Patterson

Senior Vice President, Retirement and Income Solutions, Principal Financial Group

Jennifer Tescher

President and CEO, Center for Financial Services Innovation

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