For Event Organizers - Anne Lester

Engaging. Insightful. Actionable.

Your Best Financial Life Starts Here

Anne Lester helps audiences demystify retirement planning and financial wellness with practical, actionable advice. With her dynamic and relatable style, Anne inspires people to take control of their financial lives, making complex topics easy to understand and implement.

Resources for Event Organizers

DOCUMENTS

Speaker overview: Millennials & Gen Z

Speaker Overview: Financial Professionals

Emcee Introduction

biography

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BRIEF (58 words)

Anne Lester is a retirement expert, author of Your Best Financial Life, media commentator, top-rated speaker and former Head of Retirement Solutions for J.P. Morgan. She co-founded The Aspen Leadership Forum on Retirement Savings with AARP. Anne is on a mission to help young adults, and those who serve and employ them, turn money shame into money power.

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STANDARD (206 words)

Anne Lester is the Money Mentor for Gen Z and Millennials. She is helping a generation of young adults, and those who serve and employ them, turn money shame into money power – so they can live their best life and do their best work now.

Her research for the award-winning Your Best Financial Life: Save Smart Now for the Future You Want revealed only 17% of adults are confident in their money plan. The difference? They had a money mentor growing up.

Anne earned the 2020 Lillywhite Award for lifetime contributions to Americans’ economic security. During three decades at J.P. Morgan Chase, she launched and ran the SmartRetirement Target Date funds and Income Builder fund, and was named Morningstar’s Asset Allocator of the Year in 2014.

She’s a trusted keynote speaker, emcee, and media guest for audiences ranging from employees and professionals to Bloomberg TV, Barron’s, CNBC, Forbes, The Wall Street Journal, and The New York Times.

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EXTENDED (337 words)

Anne’s research for her award-winning book Your Best Financial Life: Save Smart Now for the Future You Want revealed that only 17% of adults are confident in their money plan and are on track with their savings and investing. You know what differentiates them from the remaining 83%? They grew up with a money mentor in their childhood.

This key finding reaffirmed Anne’s mission to help Millennials & Gen Z reframe their money shame to money power and no one is more qualified to be America’s Money Mentor.

Anne earned the 2020 Lillywhite award for her extraordinary lifetime contributions to Americans’ economic security. During her three decades at J.P. Morgan Chase, she launched and ran the J.P. Morgan SmartRetirement Target Date funds, J.P. Morgan Income Builder fund, and was named Morningstar’s Asset Allocator of the Year in 2014.

As a top financial voice and authority, for decades, Anne has been a keynote speaker, emcee and media guest addressing consumer audiences (such as employees and association members) professional audiences (like J.P. Morgan clients, P&I, AARP, NAPA, EXCHANGE ETF and Wharton School of Business) and broadcast audiences (like that of Bloomberg TV, Barron’s, CNBC, Forbes, The Wall Street Journal, and The New York Times).

Anne earned an M.A. in international economics and Japan studies from Johns Hopkins and a B.A. from Princeton. She was awarded a Fulbright Graduate Research Fellowship.

Anne and her husband have two children—a Gen Z-er and a Millennial. Having spent her early adult life with money stress, Anne is grateful to be helping her sons’ generations, and those who serve and employ them, turn money shame into money power – so they can live their best life and do their best work now.

For more, including speaking clips, visit AnneLester.com.