Refund to Savings

Exploring Financial Well-Being in America and Its Role in Financial Capability Initiatives

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Date: September 5, 2018 2:45-4
Location: Gaylord National Resort & Convention Center, Washington, DC

Financial well-being means having financial security and freedom of choice, both now and into the future. Research on the state of financial well-being in the United States and what drives it is now available for the first time. In this session, speakers will present groundbreaking research on financial well-being, including a high-level snapshot, a detailed exploration of the factors that impact financial well-being and an analysis of how it evolves over time in a low-income population. We will also discuss how practitioners can use this research to measure the financial well-being of their participants in order to enhance their programs and initiatives. Convened in partnership with the Consumer Financial Protection Bureau and Prosperity Now. Symposium organized for the Prosperity Summit.


  • Michal Grinstein-Weiss, Washington University in St. Louis
  • Sangeetha Malaiyandi, Consumer Financial Protection Bureau
  • Stephen Roll, Washington University in St. Louis
  • Kasey Wiedrich, Prosperity Now (moderator)