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RPA Conversations: Jennifer Rayner and Lauren LoehningRPA Conversations: Jennifer Rayner and Lauren Loehning

Moniwell founder Jennifer Rayner and Retirement Impact's Lauren Loehning discuss their upcoming session at Wealth@Work, “Secret Sauce: An Engagement Story.”

Fred Barstein, The Retirement Adviser University,

August 18, 2023

Welcome to Wealth Management RPA Conversations, where Fred Barstein, contributing editor for WealthManagement.com RPA Edge and CEO at TRAU, TPSU and 401kTV, talks with industry leaders in advance of the Wealth@Work conference.

Today, Fred talks to Jennifer Rayner, founder of Moniwell & Lauren Loehning, partner at Retirement Impact and advisory board member at Moniwell. Both are active RPAs and speakers at the Wealth@Work conference.

Their session is entitled, “Secret Sauce: An Engagement Story.” Financial literacy does not move the needle on financial behavior. This is not because financial literacy is in and of itself useless, the problem is that financial literacy is coming before feelings of financial empowerment and intrinsic motivation. This session will review current research on financial literacy, financial behavior, and change theory. Financial literacy programs could be more powerful if they started with feelings instead of facts and figures.

About the Author

Fred Barstein

The Retirement Adviser University,, Founder and CEO

Fred Barstein is founder and CEO of The Retirement Adviser University, a collaboration with UCLA Anderson School of Management Executive Education, The Plan Sponsor University and 401kTV. He had been contributing editor for InvestmentNews where he created RPAConvergence and the RPA Roundtables & Thinktanks for senior managers at DC record keepers, aggregators, broker dealers and CIOs. He helped create the National Association of Plan Advisors as a member of the founding Leadership Board, Chair of the Membership Committee and was founding Editor-in-Chief for NAPA-Net which he led until 2016. Barstein received his Bachelor of Arts Degree from Boston College and his Law Degree from Cardozo School of Law, Yeshiva University.

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