Event Information:


Tuesday, April 30, 2024


9:00 a.m.*–4:15 p.m. CT

*Check-in begins at 8:30 a.m.


Olmsted Center at Drake University (2875 University Ave, Des Moines, IA 50311)

Virtual YouTube Live Stream on The Harkin Institute YouTube Channel

Registration Fees:

  • In-Person General Admission*- $70
  • Virtual Admission- Free
  • Sponsor/Speaker/Invited Guest- Free
  • Drake University Faculty/Student/Staff- Free

*If you are in need of financial assistance for this event please contact harkininsitute@drake.edu


American Sign Language (ASL) and live-captioning (CART) in English will be provided for all attendees. Please email harkininsitute@drake.edu with any additional accommodation requests.

Event Summary:

Whether you’re budgeting for the present or planning for your retirement, managing your finances can be an overwhelming task. That’s why The Harkin Institute chose “Navigating the Journey to Financial Wellness” as the theme for this year’s Harkin Retirement Security Symposium. The event will bring together advocacy and community organizations, government agencies, and private companies and their foundations that work on financial wellness and retirement security. The symposium will provide a forum to discuss the most pressing challenges and find collaborative opportunities to address documented financial wellness needs and their relationship to retirement security, with an emphasis on vulnerable populations.  


Time Session Title Speakers
8:30 a.m. Registration/Breakfast
9:00 a.m. Opening Remarks
  • Matthew Reed, Executive Director
  • Rayna Stoycheva, Retirement Security Policy Director
9:10–9:40 a.m. Morning Keynote Adam Carroll
9:45–10:45 a.m. Financial education curriculum and best practices
  • Moderator: Stephanie Wager, Iowa Department of Education
  • Jennifer Anderson, University of Northern Iowa
  • Suzanne Bartholomae, Iowa State Extension
  • Ryan Osborn, Junior Achievement
  • Amanda Volz, NextGen
11:00 – 11:40 a.m. Achieving and measuring financial capability FINRA
11:45 a.m.–12:30 p.m. Lunch Keynote Discussion

Mark Miller, Retirement Reboot

  • Moderated by Chris Ferrell, Minnesota Public Radio
12:30–1:30 p.m. Lunch & Visit Fair Exhibits Stream fraud videos from Iowa Department of Insurance and Financial Services
1:30-2:30 p.m. Financial wellness for vulnerable populations
  • Moderator: Jo Christine Miles, Principal Foundation
  • Angela Fontes, Financial Health Network
  • Ena Babic Barnes, Iowa Credit Union Foundation
  • Joy Esposito, Evelyn K. Davis Center Director
  • Kelli Soyer, United Way of Iowa
2:35-3:00 p.m. Featured Presentation: ABLE accounts Iowa Treasurer of State
3:10 -4:10 p.m. Medicare choice & managing health care costs in retirement
  • Kristin Griffith, Iowa SHIIP Director
  • Josh Pearson, THI Senior Fellow
  • Iowa AARP, Brad Anderson
  • Amber Christ, Justice in Aging


More speakers coming soon!

Mark Miller

Mark Miller

Mark Miller is a journalist and author who is a nationally-recognized expert on trends in retirement and aging. His writing offers a holistic view of retirement security, including healthcare and Medicare, Social Security, retirement investing, midlife careers and housing. He also writes frequently about retirement-related public policy issues, including reform of Social Security, Medicare and workplace retirement plans.

Mark’s latest book is Retirement Reboot: Common Sense Strategies for Getting Back on Track (Agate Publishing, January 2023). He writes regularly for The New York Times, Reuters and Morningstar and publishes a free newsletter on retirement.

Free copies of Miller’s book “Retirement Reboot” available for in-person attendees!

Address: 2800 University Avenue, Des Moines, IA 50311

Phone: (515) 271-3623

Email: harkininstitute@drake.edu

Office Hours: Monday to Friday 9:00 a.m. to 4:00 p.m.