Anne Lester

Former Head of Retirement Solutions, JPMorgan Asset Management. Author of Your Best Financial Life.

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Anne Lester — Financial Services Keynote Speaker

Book Anne Lester through The Keynote Curators — Financial Services Division

Biography

For financial services organizations grappling with how to engage clients and employees around saving, Anne Lester offers a rare combination of institutional credibility and behavioral insight. She spent 20 years as Head of Retirement Solutions for JPMorgan Asset Management, where she oversaw the $125 billion SmartRetirement fund suite. Across a 28-year career devoted to every facet of retirement, she earned patents for automating and simplifying the planning process, work that speaks directly to product leaders, advisors, and plan sponsors trying to turn good intentions into measurable outcomes.

Anne brings a perspective that resonates in boardrooms and on conference stages alike. She has testified before the US Department of Labor and the SEC, and in partnership with AARP she founded the Aspen Leadership Forum on Retirement Savings, a body focused on closing the savings gap that threatens long-term economic security. Her commentary on retirement and markets appears regularly on CNBC, Bloomberg TV, in The Wall Street Journal, and The New York Times, and Barron's featured her on its cover. In 2020 she received the Ray Lillywhite Award for lifetime contributions to Americans' financial security.

Author of Your Best Financial Life, Anne translates surveys, focus-group findings, and decades of asset-management experience into practical guidance that banking, wealth-management, and fintech audiences can act on. She is particularly compelling on the psychology of younger savers, explaining why financial communication so often fails to connect and how institutions can fix it. Educated at Princeton University and the Johns Hopkins School of Advanced International Studies, and a former Fulbright fellow based in Japan, she pairs analytical rigor with warmth and humor, making complex financial topics accessible without diluting their substance. For event planners, she delivers both authority and genuine engagement.

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Speech Topics

What Anne Lester Speaks About

Inside the Minds of Your GenZ and Millennial Clients
Drawing on fresh surveys, focus groups, and lessons from managing the $125 billion SmartRetirement funds, Anne reveals what money is really doing to younger savers' brains. Ideal for advisor and plan-provider audiences who want to connect with the next generation rather than overwhelm them with information.
Your Best Financial Life: The Behavioral Path to Saving
An interactive keynote built on Anne's book and data, exposing the ingrained biases that work against saving and offering a five-step framework for change. A strong fit for wealth-management summits and client-facing investment events focused on financial wellness.
Closing the Retirement Gap: A Business Case for Financial Fitness
Anne shows leaders how financial stress erodes engagement and productivity, and how helping employees become more retirement-ready strengthens retention. Tailored for banking conferences, CFO retreats, and HR-led financial-services programs.
What event planners say

Testimonials

"Anne has set the standard for innovation in retirement. She brings smarts, compassion, and humor to an intimidating topic, and the wonderful gift of turning big ideas into pieces an audience easily grasps."
Event Host
Frequently asked questions

About Booking Anne Lester

What does Anne Lester speak about for financial services audiences?
Anne focuses on retirement readiness, savings behavior, and the psychology of how clients and employees relate to money. Grounded in two decades leading retirement solutions at JPMorgan Asset Management, her talks help banks, wealth managers, advisors, and retirement-plan providers communicate more effectively and improve saving outcomes. Check availability →
What are Anne Lester's speaking fees?
Speaking fees vary with format, location, and the scope of your event. The Keynote Curators shares a transparent fee range once we understand your requirements, and we respond to enquiries within one business day. Check availability →
Can Anne tailor her keynote to our specific audience?
Yes. Anne regularly adapts her content for distinct financial services audiences, including 401(k) specialists, financial advisors, plan sponsors, and younger employee populations such as Millennials and GenZ. She blends her latest research with your organization's context so the message lands with the people in the room. Check availability →
Is Anne available for virtual and hybrid events?
Yes. Anne delivers in-person keynotes, interactive workshops, fireside chats, and moderated sessions, and she presents effectively in virtual and hybrid formats for distributed banking, wealth-management, and fintech audiences. Check availability →
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