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!
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.
- Cheers to 40 Years of Greenwald Research!
- Taking the Reins of Greenwald – Coming April 15, 2025
- Battle-Tested and Leading Through Uncertainty: COVID-19 and Data Deterioration – April 22, 2025
- The Human Side of Leadership: The Human Side of Layoffs – Coming April 29, 2025
- Leadership, Motherhood, and Family: Perfect Together – Coming May 6, 2025
Special Webinar Events
Industry thought leaders partner with us for valuable webinar presentations.
- May 1, 2025: In Defense of the 401(k), with Carol Buckmann of Cohen & Buckmann, P.C.
- June 2025: Designing HSAs for Long-Term Wealth
- July 2025: Coming Soon!
- September 2025: Coming Soon!
- October 2025: Coming Soon!
In-Person Health + Wealth Celebration & Symposium
November 4-5, 2025
Our celebration will culminate with an in-person event that will encompass sessions and panels from the intersection of health and wealth.
More details to come!
Additional Resources
Follow Us
