UBS: Tangible Solutions to the Student Loan Crisis

04/22/2021 12:00 pm – 1:00 pm CST Virtual

1 hour

  • Corporate
  • Early Stage
  • Growth Stage

In a study conducted by American Student Assistance 86% of employees indicated they would stay with a company for five years or more, if their employer offered a program to help them repay their student loans. In a MetLife study, 72% of employees surveyed said that customizable benefits would increase their loyalty to an employer. Student loan repayment benefits can be a great way for a company to increase employee productivity, as well as an effective means to both attract and retain talent to an organization.

Join us for an informative webinar where we offer tangible, actionable solutions for individuals with student debt, as well as employers looking for ways to help their employees navigate their own personal debt crisis.


Moderator

Tom Kret, Sr. Vice President, UBS Financial Services

 

Speakers

Laurel Taylor, CEO, FutureFuel.i.o. 

Mark Rose, Vice President of Product, FutureFuel.i.o. 

Jenna Hokanson

Register Below

Featuring

Moderator: Tom Kret, Senior Vice President \ Institutional Consultant \ UBS Global Wealth Management

An industry veteran with more than 30 years of experience in the financial services industry, Tom is dedicated to assisting organizations in navigating best practices for their retirement plans, and in turn, enhancing the retirement outcomes for their plan participants. Tom graduated with a Bachelor’s Degree in Finance and a minor in Spanish from Western Illinois
University and earned his M.B.A. in international finance from the Thunderbird School of Management. He is a member of Toastmasters International and a board member of the Good Shepherd Manor Foundation. In his spare time, Tom enjoys boating, snow skiing, and golfing. Tom is widowed and has one adult son Blake.

Speaker: Laurel Taylor, Founder and CEO, FutureFuel.io.

As a former Google executive and graduate from the MIT Sloan School of Management, Laurel Taylor is the Founder and CEO of FutureFuel.io, a company that exists to crush student debt, as an employee benefit. Laurel’s vision is for every employer to offer benefits that address student debt within the workplace, as a new normal. Laurel is a subject matter expert and key contributor to the most aggressively mobilized Coalition on The Hill, advocating for tax advantaged treatment for student debt benefits, with a recent major win due to the inclusion of the Employer Participation in Repayment Act as a provision within the CARES Act and then the Consolidated Appropriations Act through 2026.

Speaker: Mark Rose, VP of Product, FutureFuel.io.

Mark is passionate about developing dynamic fintech products that improve our financial wellness and has over 15 years of experience scaling products from early stage through launch. Prior to FutureFuel.io, Mark held Director of Product roles at various startups and enterprises building MVPs from 0 to 1 including Quovo (acquired by Plaid), LearnVest (acquired by Northwestern Mutual), and Morgan Stanley Wealth Management.
Mark believes FutureFuel.io’s mission to help people crush their student debt is an amazing opportunity to provide immediate value in millions of lives

Speaker: Jenna Hokanson, CFP®, Director, Head of UBS Financial Wellness \ UBS Workplace Wealth Solutions \ UBS Global Wealth Management

Jenna Hokanson is the Head of UBS Financial Wellness for UBS’s Workplace Wealth Solutions business, which also includes equity plans, retirement and institutional consulting. In her role, Jenna is responsible for developing, coordinating, and managing the overall financial wellness experience that UBS delivers to corporate clients as well as their employees. 

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