*This event is for to Faculty and Staff only*

Agenda:

8:00–8:45 AM    
Registration & Check-In 
Arrive, connect, and enjoy breakfast before the day begins. Visit our vendor tables and enter to win exciting giveaways.

MORNING  SESSIONS

9:00–9:15 AM    
Morning Keynote    
Bradley Schlaggar | KKI     
Opening welcome and remarks to kick off the day.

9:15–9:55 AM    
Build Your Future: Retirement Savings & Investing  
Katie Odell, MBA, CFP® | OneDigital    
Learn how your retirement plan works, explore investing fundamentals, and discover strategies to help build a more secure financial future.

9:55–10:05 AM    
Break    

10:05–10:45 AM    
Intro to Financial Wellness    
Nicklette Kitt | Johns Hopkins Credit Union    
A high-level overview of key financial wellness topics, including budgeting, saving, credit, debt management, fraud prevention, and long-term financial planning. Participants will gain practical insights and learn about resources available through JHCU.

10:45–11:30 AM    
How to Begin Investing for Retirement  
Fidelity Investments    
Take the first step toward a confident retirement. This session introduces essential investing principles, helps you understand investment choices and risk management, and provides guidance on using your workplace retirement plan to create a strong financial foundation for the future.

11:30 AM–12:30 PM    
Lunch & Vendor Giveaways   
Lunch (provided by The Nook and sponsored by Johns Hopkins Credit Union)
Meet our partners, visit vendor tables, and enter to win exciting giveaways.
 

AFTERNOON SESSIONS

12:30–12:45 PM    
Afternoon Keynote  
 Jim Anders | KKI    
Afternoon welcome and remarks.

12:45–1:25 PM    
Preparing for Retirement: More Than Just the Numbers    
Keith Huber, CFP® | OneDigital    
Retirement is more than a financial milestone — it's one of life's biggest transitions. This session explores the emotional and practical side of preparing for retirement, helping you define your purpose, build structure, and approach this next chapter with confidence.

1:25–1:35 PM  
Break   

1:35–2:10 PM    
Fundamentals of Retirement Income Planning    
Fidelity Investments    
Turning retirement savings into retirement income requires a plan. This session will help you identify sources of retirement income, estimate future expenses, and explore strategies designed to help support your lifestyle throughout retirement.

2:10–2:45 PM    
Preserving Your Savings for Future Generations    
Fidelity Investments + OneDigital    
Leave a lasting financial legacy for the people who matter most. This session reviews the basics of estate planning, including asset distribution, health care and end-of-life planning considerations, trusts, gifting opportunities, and strategies that may help maximize the value of assets passed on to future generations.

2:45–3:00 PM    
Closing Remarks, Giveaway & Q&A    
Raymond Short | KKI    
Wrap-up, prize giveaway, and open Q&A to close out the day.
 

ALL DAY
One-on-One Consultations    
OneDigital & Fidelity Investments    
Private, personalized financial consultations available throughout the day.

To schedule same-day one on one appointments with One Digital: KKI Financial Wellness Conference 1-on-1s
To schedule same-day one on one appointments with Fidelity:  Fidelity.com/schedule

*If no same-day availability is available, please use the links above to schedule a different time.


Advantages of being onsite:
*Fun giveaways!
*Free lunch (provided by The Nook and sponsored by Johns Hopkins Credit Union)
*Financial counselors for same day one on one appointments!

Please email ConferenceReservations@KennedyKrieger.org if you have any questions or accessibility needs for onsite or virtual attendance.