retirement & benefit plan services

2021 virtual events

While we hope to be together in person soon, we are committed to staying connected through digital channels and a robust offering of virtual events that spark dialogue, inspire ideas and inform actions toward our mutual financial wellness goals.

This website showcases opportunities for us to engage on timely and relevant matters throughout the year. We invite you to browse our schedule of video webcasts featuring thought leaders across our organization and industry sharing insights on a range of workplace and financial topics.

Be sure to bookmark this page and check back as we continue to update this site with additional details on the exciting virtual events we have planned and how to access them. We will also be sending you emails to alert you to upcoming opportunities.

We look forward to ongoing collaboration and to a time when we can once again be together.

Lorna SabbiaPhoto

Lorna Sabbia
Head of Retirement and Personal Wealth Solutions
Bank of America

Lorna SabbiaPhoto

FEATURED EVENT

Big changes in health care—will they change your financial life?

Experts answer key questions to help you and your employees prepare for rising costs and game-changing innovations transforming the nation’s health care system.

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MODERATOR

Lorna Sabbia

Head of Retirement and Personal Wealth Solutions, Bank of America

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GUEST SPEAKER

Laura Carstensen

Professor of Psychology, Stanford University; Director, Stanford Center on Longevity

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PANELIST

Joe Curtin

Managing Director, Head of Portfolio Management, Chief Investment Office, Bank of America Private Bank and Merrill

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PANELIST

Amanda Lasher-Ross

Managing Director, Retirement and Personal Wealth Solutions, Bank of America

Learn more

FEATURED EVENT

Taking the next step with Artificial Intelligence (AI)

Gain a broad understanding of Al, how it is integrated in your daily lives, and how it is used at Bank of America and in fin-tech. Then we dive into how it is — and will be — applied in your employees' experiences to help engage them in maximizing their benefits and ultimately help them improve their financial outcomes.

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MODERATOR

Jason Boultbee

Director, Institutional Relationship Management Executive, Bank of America

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PANELIST

Cory Triolo

Managing Director, Consumer Investments Digital Solutions & Experience Executive,
Bank of America

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PANELIST

Jillian Verspyck

Director, Participant Engagement Programs,
Bank of America

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2021 virtual event calendar

Check out all the events scheduled for this year.

Learn more