40th Anniversary Celebration

We are so excited to celebrate 40 years in business! Since Matt Greenwald founded the company in 1985, our goal has been to be a consultative partner to health and wealth leaders that leverages industry expertise, access to experts, and a custom, collaborative approach to produce trusted insights and meaningful connections that drive understanding and inform strategic action.

This year, we’ll host a series of blogs, special webinars, and an in-person event that will bring together health & wealth industry leaders for panels, networking, and sessions. We hope you will join us!

Special Webinar Events

Industry thought leaders partner with us for valuable webinar presentations.

• September 2025: Coming Soon!
• October 2025: Coming Soon!
• In Defense of the 401(k), with Carol Buckmann of Cohen & Buckmann P.C., May 1, 2025: Watch the Recording
• Designing HSAs & HRAs for Long-Term Wealth with Gallagher’s Richard J. Snyder, Area Senior Vice President, and David Ritchie, National Practice Leader HRA, June 24, 2025: Watch the Recording
• Panel on Retirement Income with Jennifer DeLong of AllianceBernstein, Keith Namiot of Guardian Life, and Karen Neeley of Pacific Life, July 10, 2025: Watch the Recording

In-Person Health + Wealth Celebration & Symposium

November 4-5, 2025, Washington, DC

For the first time, Greenwald will host an in-person symposium for its clients and industry allies. We are building our day of learning and sharing to include recognized speakers covering a variety of issues facing the insurance (health and life/annuity) and financial services sectors, including the impact of demographic shifts, legislative updates, discussions of aging and caregiving, in-plan annuities, HSAs, and other topics that highlight the intersection of health and wealth which are at the core of Greenwald’s expertise.

• Financial Wellbeing of Gen Z & Millennials with Anne Lester, Finance Guru and Savings Expert
• Holistic Wellness at Work with Greg Ward, Financial Finesse, bringing the financial wellbeing perspective, Chris Carey, GM and SVP of Product, Calm Health, and others representing the physical wellbeing point of view
• Evolution of Retirement: Shaping Policy & Politics with ACLI’s Kathleen Coulombe, Senior Vice President, Federal Relations, and Howard Bard, Senior Vice President & Deputy General Counsel with ACLI
• Is there a Retirement Crisis: Past, Present or Future with Jason Fichtner, Retirement Income Institute, Alliance for Lifetime Income, and Andrew Biggs, American Enterprise Institute
• Perspectives on Healthy Aging with Surya Kolluri, Head of the TIAA Institute
• Other sessions to cover Social Determinants of Health and Diversity in Distribution (health, life, and wealth)

The event will start with a celebration on November 4^th and the sessions will be held on November 5^th.

• November 4th | 5:00pm – 8:00pm – Anniversary Dinner Celebration with industry thought leader Nevin Adams moderating a fireside conversation with Lisa Greenwald, CEO, and Matt Greenwald, Founder
• November 5th | 8:30am to 4:30pm – Health+Wealth Symposium

We invite you to celebrate this milestone with us. Want to attend the event? Let us know below!