BUILD TRUST with your Millennials & Gen Z clients and
turn their money shame into money power
Watch Anne in action
Sizzle reel
From Money Shame to Money Power
Rebuilding Trust Through Empathy
Why We Overspend
Decoding Retirement Spending
Securing America's Retirement
What Anne Wants You to Know
- An unparalleled subject matter expert
- A media commentator with global reach
- A top speaker for the under-45 crowd and financial firms
- Award-winning Author of Your Best Financial Life (William Morrow)
Anne is on a mission to help rising leaders retire on their time and target.
No one is more qualified. Over the last 30 years, Anne:
- Was Head of Retirement Solutions for JPMorgan Asset Management
- Holds patents for her designs that simplify retirement planning
- Co-founded Aspen’s Leadership Forum on Retirement Savings
- Has become the retirement maven to Millennials and Gen Zs
Anne's Top Keynotes
Quit to Finish: How to stop being a good pilgrim so you can do the right things, for the right reasons to get the best results
High achievers don’t struggle because they lack discipline – they struggle because they’ve spent a lifetime learning how to follow the rules. The “shoulds.” The “musts.” The “have tos.” These forbidding words drive success… until they quietly start making our decisions for us leading to burnout, misalignment, and the unsettling feeling of being stuck even at the top.
In this powerful and deeply relatable keynote, Anne Lester shares the story of her 570-mile pilgrimage across Italy where she brings the audience inside a moment many high performers recognize but rarely name: When pushing harder stops working. Through her signature concept, Move the Door, Anne reveals how to recognize the invisible rules shaping our choices and rethink the constraints holding us back. Because sometimes the only way to finish… is to stop following the wrong rules. If you quit the should… what could you finish?
Learning Objectives:
• Identify the invisible rules “forbidding words” shaping their decisions
• A practical method to reframe constraints using the “Move the Door” mindset
• Permission—and strategy—to quit what no longer serves them
• Tools to build resilience through flexibility
• Replace default thinking with intentional choice under pressure
Millennials & Gen Z: Get the Facts, Hacks & Steps to Turn Money Shame into Money Power
You work hard to build a culture that supports your employees – and grows your bottom line. You’ve tried plans, perks, strategies, roadmaps and initiatives… but the landscape has fundamentally changed, and it’s making your job feel impossible.
What if you knew what the #1 stressor for your Millennial & Gen Z employees was? What if you had a proven solution to remove that stress for them? Do you think that might improve culture, productivity and your bottom line?
The #1 stressor for your Millennial & Gen Z employees is money. Financial industry legend Anne Lester left JP Morgan after 30 years to be the Money Mentor for Millennials & Gen Z. She is helping this generation understand their money shame and shares the insights and steps to turn it into money power. Your audience will leave empowered to lead their best life and do their best work now.
Learning Objectives:
• Normalize (and overcome) the shame and negativity that more than 70% of Millennials & Gen Zs have towards money
• Illuminate why this generation “sucks” at money – and the steps to navigate the broken systems
• Identify key hacks to improve short- and long-term money management
Your Millennial & Gen Z Clients Don’t Trust You... Yet
How to connect with them and turn their money shame into money power.
Millennials & Gen Z mistrust institutions. This is a result of being followed by targeted ads – or being sold to – their entire life. For you, financial advisors and professional service providers, this isn’t your fault, but it is your challenge.
Compounding the challenge, 70% of Millennials & Gen Z have negative, shameful feelings about money. But you’re in luck. Industry legend Anne Lester left JP Morgan after 30 years to be their Money Mentor. With Anne, you can turn their money shame into money power – so they can live their best life and do their best work now.
Learning Objectives:
• Understand the key experiences that shaped Millennials & Gen Zs and their relationship with money
• Learn why that experience matters and how it impacts their decision-making today
• See how storytelling and empathy will immediately connect you with your clients
Custom Experiences
Industry legend Anne, with 30 years’ experience speaking on everything from retirement readiness to generational money mindsets, is your partner to deliver the custom message you need today.
Are you ready to bring in trusted, doable advice?
A pioneer and innovator.
A trusted voice.
Anne has set the standard for
innovation in retirement.
Anne brings smarts, compassion, and
humor to an intimidating topic.
Anne has the gift of being able to encapsulate big ideas into meaningful pieces of information that an audience easily grasps.
