17th Annual Financial Health and Wellness Summit

Welcome to the 17th Annual Financial Health and Wellness Summit!

Join us for an exciting in-person event focused on boosting your financial well-being. Connect with experts, discover smart strategies, and get inspired to take control of your money and health. Whether you're looking to improve your budgeting, investing, or overall financial wellness, this summit has got you covered. Don’t miss out on this chance to learn, network, and grow—see you there!

The 17th Annual Financial Health & Wellness Summit brings together leaders from across education, healthcare, community development, and economic mobility to explore innovative strategies that help individuals and families build financial stability and long-term wealth.

This year's featured sessions examine some of the most pressing opportunities shaping the field today. Learn what Massachusetts communities are discovering through Guaranteed Basic Income pilots and hear firsthand stories of impact and lessons learned. Explore how healthcare organizations are addressing the social determinants of health by connecting financial wellness, housing, and food security to better health outcomes. Finally, take stock of the progress made since the passage of Massachusetts' landmark financial education legislation and discuss what is still needed to ensure every student has access to meaningful financial education.

Join practitioners, policymakers, educators, healthcare leaders, and advocates for a day of learning, collaboration, and action as we work toward a more financially secure and equitable future for all.