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Thursday, 03 May, 2018

Video Released of Advancing Financial Literacy for Individuals with Disabilities Event

On April 18, National Disability Institute (NDI), the LEAD Center and Municipal Securities Rulemaking Board (MSRB) partnered for the webinar/in-person event, Advancing Financial Literacy for Individuals with Disabilities, to commemorate National Financial Capability Month.

NDI is pleased to announce that captioned videos of the two panels at the event are now available for viewing. The first panel consisted of federal agency representatives and the second panel of disability community leaders. Each panel discussed the challenges and opportunities to improve financial capability and inclusion for individuals across the spectrum of disabilities. Links and information are below.

National Financial Capability Month is a time for public and private sector organizations to work together to improve the knowledge and skills of all Americans with and without disabilities to make more informed financial decisions, better manage their financial lives, set financial goals, build and preserve assets, reduce economic vulnerability and improve economic security.


Welcome and Introductions

  • Michael Morris, Executive Director, National Disability Institute
  • Lynnette Kelly, President and Executive Director, Municipal Securities Rulemaking Board (MSRB)
  • Patrick Mannix, Senior Advisor, Office of Disability Employment Policy (ODEP), U.S. Department of Labor (DOL)

Moderator: Michael Morris


  • Don Dill, Senior Tax Analyst, Stakeholder Partnerships, Education and Communication (SPEC), Internal Revenue Service
  • Pamela Ellis, Associate General Counsel, Municipal Securities Rulemaking Board (MSRB)
  • Mark Humphries, Acting Retirement Savings Education Campaign Coordinator, Employee Benefits Security Administration (EBSA)
  • Luke W. Reynolds, Chief of Outreach & Program Development, Federal Deposit Insurance Corporation (FDIC)


Moderator: Michael Morris


  • Andy Arias, Policy Advisor, Office of Disability Employment Policy (ODEP), U.S. Department of Labor (DOL)
  • Oscar Jimenez-Solomon, Research Scientist, New York State Psychiatric Institute, Columbia University
  • Anil Lewis, Executive Director, Jernigan Institute, National Federation of the Blind
  • Joseph Santini, Ed.S., Program Manager, Communication Service for the Deaf, CSD Learns
  • Maria Town, Director, Houston Mayor’s Office for People with Disabilities

Closing Remarks: Ritta McLaughlin, Chief Education Officer, Municipal Securities Rulemaking Board (MSRB)

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