Uploaded July 2026 | Updated September 2026, 2 weeks ago
Presented in partnership with Edward Jones, this conversation will explore how new 530A Individual Retirement Accounts (also called “Trump Accounts”) fit into the broader landscape of early wealth building strategies for children and families. Speakers will discuss why starting early matters, how long‑term investing can support future opportunity, and the critical role financial education plays in turning access into impact.
The conversation will also highlight how cross‑sector partnerships—bringing together financial institutions, employers, and mission‑driven organizations—can help connect families to trusted guidance, practical resources, and clear information. By focusing on education, implementation, and real‑world use, this discussion will look beyond policy design to what it takes to make early wealth‑building tools work for families across the country.
Featuring:
David Clunie, General Partner and Head of Community Impact, Edward Jones
Jason Ewas, Associate Director of Inclusive Saving and Investing, Aspen Institute Financial Security Program
Timothy Flacke, Co‑Founder and CEO, Commonwealth
Nicole Swift, Vice President, Retirement Policy, SIFMA
Jason Tyszko, Senior Vice President, U.S. Chamber of Commerce Foundation
Presented in partnership with Edward Jones, this conversation will explore how new 530A Individual Retirement Accounts (also called “Trump Accounts”) fit into the broader landscape of early wealth building strategies for children and families. Speakers will discuss why starting early matters, how long‑term investing can support future opportunity, and the critical role financial education plays in turning access into impact.
The conversation will also highlight how cross‑sector partnerships—bringing together financial institutions, employers, and mission‑driven organizations—can help connect families to trusted guidance, practical resources, and clear information. By focusing on education, implementation, and real‑world use, this discussion will look beyond policy design to what it takes to make early wealth‑building tools work for families across the country.
Featuring:
David Clunie, General Partner and Head of Community Impact, Edward Jones
Jason Ewas, Associate Director of Inclusive Saving and Investing, Aspen Institute Financial Security Program
Timothy Flacke, Co‑Founder and CEO, Commonwealth
Nicole Swift, Vice President, Retirement Policy, SIFMA
Jason Tyszko, Senior Vice President, U.S. Chamber of Commerce Foundation
