When Filene launched the Center of Excellence for Consumer Financial Lives in Transition at the end of February, we could not have imagined how deeply relevant this topic would be in the midst of what we’re experiencing around the world today.
Taylor C. Nelms, senior director, research at Filene, was joined by Dr. Lisa Servon from the University of Pennsylvania and Filene Fellow for the Center for Consumer Financial Lives in Transition to dig into two kinds of “transitions” that come together to shape and re-shape people’s financial lives: shifts in the economic and political environment and lifecycle/style changes as people transition from life event to life event.
Accompanying materials are below.
- Slide deck from the webinar
- Review the latest insights from our newest Center of Excellence for Consumer Financial Lives in Transition
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