The Longevity Equation: Integrating Healthspan and Wealthspan

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As Americans live longer, the challenge is no longer just adding years to life—but adding quality, health, and financial security to those years. This panel explores the converging roles of health care, credit, workplace benefits, and financial planning in helping individuals sustain well-being across an extended lifespan. With rising health-care costs and uneven access to financial tools, people are often unprepared for the economic realities of aging. This discussion will draw on leaders across sectors to explore the innovative strategies and systems needed to close the gap between what people need and what the system delivers—from proactive wellness financing to inclusive credit and benefit models that align with today’s demographic realities.

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    Speakers

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    Alberto Casellas

    Executive Vice President and CEO, Health & Wellness, Synchrony
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    Jim Harter

    Chief Workplace Scientist, Gallup, Inc
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    Kim Henderson

    Head of Wealth Management Health and Wellness Education, Morgan Stanley Private Wealth Management
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    Surya Kolluri

    Head, TIAA Institute

    Tracks