Luke DeBoer, Financial Wellness Manager, Delta
Luke DeBoer is a Certified Financial Planner, holds an MBA with a concentration in Tax from the University of Minnesota, holds a certificate in Global Financial Planning Essentials, and completed the Certified Benefits Professional certification.
His professional career includes investment education at Fidelity Investments, creating and managing the Financial Wellbeing program at UnitedHealth Group, founder of The Financial Planning Co., and currently leads the Financial Wellness team at Delta Air Lines.
Notable initiatives that Luke has been a part of include creation of a new Emergency Savings Program at Delta Air Lines, launching a credit union at UnitedHealth Group, and various speaking engagements for events such as EBRI’s Financial Wellbeing Symposium and Disney Dreamer’s Academy.
Penny Hathaway, Senior Benefits Advisor, DLA Piper
Penny Hathaway is an experienced in-house Employee Benefits Advisor, specializing in the design and implementation of employee benefit programmes, with a particular focus on retirement and financial education.
Drawing on her background as a Payroll Manager and the real-life queries raised by employees, Penny created and delivered a comprehensive financial education program covering topics such as understanding pay, retirement arrangements, student loans, and the gender retirement gap.
She has seen first-hand the powerful impact that effective financial education can have in empowering employees to take control of their pay, understand their options, and make the most of the benefits available to them.
