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Hyatt Regency
Century Plaza

2025 Avenue of the Stars
Los Angeles, CA 90067
Tel: (310) 228-1234

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Thursday, June 5, 2014

1:20 p.m. - 2:05 p.m.
Track: SAVE & INVEST Sponsored by Wells Fargo View Track


Nikita Brodskiy, Founder & CEO, SAVEDPLUS
Tanya Ladha, Manager, Advisory Services & Nonprofit Investments, CFSI
Mae Watson Grote, Founder & Executive Director, THE FINANCIAL CLINIC

This dual case study dialogue will examine two approaches that allow users to select an automatic framework that fits their unique financial lives and take the guesswork out of saving. Panelists from SavedPlus and The Financial Clinic will compare and discuss the consumer behavioral insights and real-world outcomes behind their innovative tools designed to foster savings creation and savings management. This session will rethink traditional notions of liquid assets and weigh the benefits of short- versus long-term accounts and consistent versus infrequent savings deposits.

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