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Delight 2016 | Opening the Conversation Around a Taboo Topic: Money — Nondini Naqui


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The Society of Grownups is all about helping adults to “understand your money without losing your soul or your sense of adventure along the way.” After years of researching and testing, this learning initiative from MassMutual is disrupting the financial services industry by empowering people to create a personalized and flexible approach to their personal finances. Each day, the Society of Grownups team works together to concept and iterate on ideas with one goal in mind: to democratize financial literacy by bringing authentic, educational experiences to Grownups in Boston and beyond. Society of Grownups President and CEO Nondini Naqui will share insights on the Society of Grownups journey so far: the highs, the lows and a few learnings in between.

Presented at Delight 2016 by Nondini Naqui, Society of Grownups

Published in: Economy & Finance
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Delight 2016 | Opening the Conversation Around a Taboo Topic: Money — Nondini Naqui

  1. 1. Nondini Naqui President & CEO
 Society of Grownups
  2. 2. The Awkward
 Money Conversation THE LAST TABOO
  3. 3. How do engage
 with Millennials regarding money? OUR STORY
  4. 4. $0 $15,000 $30,000 $45,000 $60,000 1990 2000 2010 2015 Median Household Income Average Student Loan Average Credit Card Debt WHAT’S AT STAKE?
  5. 5. ENGAGING A GENERATION Average Age 30 Don’t have
 Children 82 Married or Partnered 60 Primarily
 for Finances 60 Rent Their
 Home/Apartment 70% % % %
 Seats Filled 1,557 Financial Appointments 602 Chat
 Seats Filled 428 Supper Club
 Seats Filled 280
  7. 7. THE HIGHS
  8. 8. Be Open to Failure THE LOWS
  9. 9. Moving Forward WHAT WE’VE LEARNED
  10. 10. Find a Way to Start
 the Conversation TAKING THAT FIRST STEP