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Anne Lester keynote speaker

Anne Lester

    • Former Head of Retirement Solutions for JPMorgan Asset Management
    • Holds patents for her progressive design to simplify the retirement planning process
    • Co-founded the Aspen Leadership Forum on Retirement Savings (with AARP)
    • Has become the retirement maven to Millennials and GenZs
Full Bio
In Person-Fee 🛈

$15,000 - $20,000

Virtual Fee:

$10,000 - $15,000

Travels From

New Jersey

Insights from Anne Lester: Investment Advisor Association Leadership Council

Insights from Anne Lester: Investment Advisor Association Leadership Council

Anne Lester Speaker Biography


Anne Lester is on a mission to help rising leaders like you save smart and retire happy—on your time and target.

No one is more qualified. For 28 years, Anne has worked on all aspects of retirement. Most recently, she spent 20 years as Head of Retirement Solutions for JPMorgan Asset Management. She holds patents for her progressive design to simplify and automate the retirement planning process.

Anne is a regular commentator on an array of retirement issues for industry, for the rank-and-file, and with public policy. Media coverage includes CNBC, Bloomberg TV, The Wall Street Journal, The New York Times, and countless industry publications. Barron’s featured Anne on their cover for her outstanding career.

Anne’s policy-related work includes testifying for the US DOL and the SEC. In partnership with AARP, she founded the Aspen Leadership Forum on Retirement Savings. Its goal is to find breakthrough solutions to Americans’ far-reaching problem of inadequate savings.

UNDER 40? RETIRE HAPPY, ON YOUR TIME AND TARGET
If you’re like most people, you struggle to save—and you squirm thinking about retirement. You need Anne Lester. In this interactive keynote, Anne—an industry legend in managing retirement assets—reveals the ingrained biases that work against saving. She shares true stories, her latest data, and highlights the big impact of small changes. And with the empathy and humor of your favorite aunt, she walks you through the 4-step framework that can help you save smart and win your way. You’ll walk away inspired, with 4-step tools and the greater confidence that comes from seeing yourself in a fundamentally new way—now, and in the biggest future.

ORGANIZATIONS, HELP YOUR PEOPLE SAVE AND WIN
The painful truth is that most employees fall dangerously short when saving for retirement. Close the gap, and your rising leaders will have measurable reasons to give you high marks. They’ll also be more engaged at work, and they’ll stay with your organization longer. Let Anne help you win the talent war by teaching your people how to become more financially fit. Audiences walk away with her 4-part framework, simple savings calculator, and assessment.

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