Ben Franklin returns, 235 years later, to share timeless insights on financial resilience and well-being. Franklin famously put his money to work, using modest sums to build a legacy focused on education and training for future generations he would never meet. In this session, we’ll recount how one of Franklin’s most ambitious innovations succeeded, and why it ultimately fell short of his grand vision. With wit and wisdom, he’ll explain why Congress’s inclusion of Section 126 in SECURE 2.0 presents a rare opportunity to resurrect his 1790 concept in a modern context. By the end of the session, you’ll leave with a fresh perspective and practical steps for fostering long-term financial security for employees and their families—ensuring your legacy of impact echoes into the future, just as Franklin intended.

Key Takeaways

• Demonstrate to the C-Suite how to leverage existing rewards and regulatory options to enhance financial resilience.
• Embrace opportunities to improve workers' financial well-being and transform household financial stability.
• Recognize the challenge of paycheck-to-paycheck living and how to foster long-term engagement and organizational loyalty.