21 Sep

IFW Annual Conference 2020

This digital event is dedicated to the increasingly important topic of money and happiness.

About this Event

Welcome to the very first Initiative for Financial Wellbeing (IFW) Conference.

Taking place online the week beginning 21st September, our jam-packed online agenda covers 18 inspirational sessions over 5 days.

If you can’t make them all, don’t worry. You’ll be able to watch recordings of all sessions for 30 days after the event.

Our ambition is to create an open community of like-minded financial services professionals to meet and share ideas. At these digital events, you’ll be able to do just that. You’ll hear from experts on wellbeing and behaviours; discover why financial wellbeing gives great compliance, learn how to create happy working environments and much more.

You’ll also hear more about what the IFW does, and how you can get involved in changing the way financial planning and advice is delivered.

Who is this conference for?

This is a conference open to all. We want the debate about money and happiness to involve everyone.

If you are a financial adviser, coach, planner, paraplanner, practice manager, fintech startup, product provider, marketing expert, charity or just an interested party – the IFW will help you to help your clients become happier as well as wealthier.

Full speaker list to follow, but so far we have confirmed:

  • What is the IFW for? – Chris Budd
  • Measuring financial wellbeing – Liz Zeidler, Happy City
  • Knowing your clients well enough to increase their wellbeing – Neil Bage, BeIQ
  • Happy Workplaces – Henry Stewart, Chief Happiness Officer, Happy Ltd
  • Compliance loves financial wellbeing! – Phillipa Hann, Clarke Willmott

We very much look forward to welcoming you to the financial wellbeing movement!

Book this event

21st September 2020

9:00 am - 5:00 pm

Book this event

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