This webinar took place on August 11, 2026.
Watch the recording to explore new research on how families perceive 530A (Trump) Accounts, the role trusted intermediaries can play in shaping engagement, and what it will take to translate this new opportunity into meaningful participation.
The conversation features insights from Commonwealth, Vanguard, McKinsey & Company, and Harlem Children’s Zone on family awareness and perceptions, effective messaging, the role of trusted communicators, and how early investing experiences can help shape investor identity and long-term wealth building.
Featured Speakers
- Rashanda Perryman, Senior Manager of Philanthropy and Community Stewardship, Vanguard (Special Remarks)
- Fiona Greig, Global Head of Investor Research and Policy, Vanguard
- Timothy Flacke, Co-Founder & CEO, Commonwealth (Moderator)
- Emily Bergman, Associate Director, Commonwealth (Research Insights)
- Duwain Pinder, Partner, McKinsey & Company
- Kwame Owusu-Kesse, CEO, Harlem Children’s Zone
All investing is subject to risk, including possible loss of principal.