Greenwald Research celebrates 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’ve hosted a series of blogs, special webinars, and an in-person event that brought together health & wealth industry leaders for panels, networking, and sessions.
In-Person Health + Wealth Celebration & Symposium
November 4-5, 2025, Washington, DC
For the first time, Greenwald hosted an in-person symposium for its clients and industry allies. Our day of learning and sharing included 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)
Special Webinar Events
Industry thought leaders partner with us for valuable webinar presentations.
- 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
- Making Research Matter: Thought Leadership in Financial Services with Kelsey Bradbury of Lincoln Financial, KC Boas of The Aspen Institute, and Joe Loparco of Voya Financial, September 25, 2025: Watch the Recording
- Caregiving in the U.S. 2025, with Jason Resendez of the National Alliance for Caregiving and Rita Choula of AARP Public Policy Institute, October 9, 2025: Watch the Recording
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
Making Research Matter: Thought Leadership in Financial Services
September Special Webinar Event
Battle-Tested and Leading Through Uncertainty: COVID-19 and Data Deterioration
40th Anniversary Blog Series #3
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