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.
- June 24, 2025 at 1:00PM ET: Designing HSAs & HRAs for Long-Term Wealth with Gallagher’s Richard J. Snyder, Area Senior Vice President, and David Ritchie, National Practice Leader HRA
- July 2025: Coming Soon!
- September 2025: Coming Soon!
- October 2025: Coming Soon!
- May 1, 2025: In Defense of the 401(k), with Carol Buckmann of Cohen & Buckmann P.C. – 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.
- Holistic Wellness at Work with Greg Ward, Financial Finesse, bringing the financial wellbeing perspective and others representing mental health and physical health points of view
- Retirement Policy and 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 Fitchner, Retirement Income Institute, Alliance for Lifetime Income, and Andrew Biggs, American Enterprise Institute
More details to come!
40th Anniversary Blog Series
Lisa Greenwald, CEO of Greenwald Research, pens a series of five blogs reflecting on her experiences with leadership and guiding the company through the unprecedented times the pandemic presented.
Additional Resources
Follow Us
