The Society of Grownups is all about helping adults to “understand your money without losing your soul or your sense of adventure along the way.” After years of researching and testing, this learning initiative from MassMutual is disrupting the financial services industry by empowering people to create a personalized and flexible approach to their personal finances. Each day, the Society of Grownups team works together to concept and iterate on ideas with one goal in mind: to democratize financial literacy by bringing authentic, educational experiences to Grownups in Boston and beyond. Society of Grownups President and CEO Nondini Naqui will share insights on the Society of Grownups journey so far: the highs, the lows and a few learnings in between. Presented at Delight 2016 by Nondini Naqui, Society of Grownups http://delight.us/conference

1. Nondini Naqui
President & CEO
Society of Grownups

2. The Awkward
Money Conversation
THE LAST TABOO

3. How do engage
with Millennials
regarding money?
OUR STORY

4. $0
$15,000
$30,000
$45,000
$60,000
1990 2000 2010 2015
Median Household Income Average Student Loan Average Credit Card Debt
WHAT’S AT STAKE?

7. ENGAGING A GENERATION
Average Age
30
Don’t have
Children
82
Married or
Partnered
60
Primarily
Responsible
for Finances
60
Rent Their
Home/Apartment
70% % % %

8. GAINING TRACTION
Class
Seats Filled
1,557
Financial
Appointments
602
Chat
Seats Filled
428
Supper Club
Seats Filled
280

9. THE HIGHS

10. Be Open to Failure
THE LOWS

11. Moving
Forward
WHAT WE’VE LEARNED

12. Find a Way to Start
the Conversation
TAKING THAT FIRST STEP