Take a Coffee Break with Greenwald
Join our Friday webinar series for a presentation and open discussion of key findings from our latest studies, shared by the researchers themselves. Past webinars can be accessed through the filterable list below, and make sure to fill out the form at the bottom of this page to be notified of future Coffee Breaks.
Explore Our Coffee Breaks
May 2026 | AI in Financial Advice
The evolution of AI's presence in financial services, as well as consumer and financial professional opinions and future implications for the industry, based on findings from the Retiree Insights Program. View MoreApril 2026 | CEHCS
Consumer health plan selection, health savings accounts, health care affordability, health tech/AI, GLP-1 medications, and more, based on findings from the 2025 Consumer Engagement in Health Care Survey. View MoreMarch 2026 | In-Plan Insights Surprising Results
Results from the 2025 In-Plan Insights Program on asset retention and views on in-plan income options View MoreFebruary 2026 | Layers of Health & Wealth Distribution
Defining the role of a distributor and the layers that define them, such as licensing, use of intermediaries, practice structure and title. View MoreJanuary 2026 | Workplace Wellness Survey
American worker wellbeing & concerns, Job benefits & satisfaction, and other workplace issues such as AI and technology. View MoreDecember 2025 | Generational Wealth Transfer
Generational wealth transfer, the advisor's role, consumer goals & concerns, and how advisors can engage their clients' adult children. View MoreOctober 2025 | Data Quality & “Spooky” Research
This Coffee Break covers Greenwald's approach to data quality, components of ensuring good data quality, types of bad data, and a few anecdotal illustrations of things to look out for in research. View MoreSeptember 2025 | Medicare & Healthy Aging
We cover retirement & Medicare concerns, Healthcare costs, long-term care risks, and Medicare knowledge & support. View MoreAugust 2025 | How Women in 30s & 40s Lag in Retirement Prep
This Coffee Break discusses retirement prep though the lens of women in their 30s and 40s, including economic concerns, savings & investments, financial/emotional well-being, and retirement confidence. View MoreJuly 2025 | Consumer Debt, Credit Cards, and Employer-Based Solutions
Our researchers discuss consumer debt, why it's challenging, why employers should care about their employees' debt levels, and solutions to address it, supplemented by finding from the 2024 Workplace Wellness Survey. View MoreJune 2025 | The Story of the InsidersPanel
We recount the creation and current makeup of the firm's proprietary panel of health & wealth advisors and brokers, including topics that resonate most with them. View MoreMay 2025 | Consumer Concerns about Social Security
Our researchers take a look at consumer thoughts and concerns around Social Security and potential changes to the American retirement system, based on research from the 2025 Retirement Confidence Survey and NASI's Social Security at 90 study. View MoreApril 2025 | Health Plan Literacy, Rising Costs, and Health Tech
This discussion covers results from the 2024 Consumer Engagement in Health Care Survey, including level of health plan knowledge, the rising cost of living and effects on care, and use of health tech. View MoreMarch 2025 | When the Sum of the Parts is Actually Bigger Than the Whole
The 2024 Retiree Insights Program reveals trends in and implications of a lengthier period of retirement. View MoreFebruary 2025 | The Importance of Choice and Simplifying the Journey to Retirement Income
Our researchers reveal results from the 2024 In-Plan Insights Program, including reactions to four retirement income methods, views on the ideal number of options, and employer preference for asset retention. View MoreJanuary 2025 | Employee Wellbeing and Employer Efforts to Help
Based on findings from the 2024 Workplace Wellness Survey, we dive into the factors affecting employee wellbeing, as well as employer offerings that can help them maintain wellness. View MoreSeptember 2024 | Life Insurance Awareness…And More!
We discuss important questions regarding life insurance, a new model to measure the coverage gap, and how to make life insurance an income replacement solution. View MoreMay 2024 | How Household Income Affects Retirement Confidence
Based on findings from 2024 Retirement Confidence Survey conducted with the Employee Benefit Research Institute, we discuss how household income levels affect aspects of retirement confidence, savings, and preparation. View MoreApril 2024 | Delaying Health Care, Care Locations, and Use of Preventive Care
Based on findings from the 2023 Consumer Engagement in Health Care Survey conducted with the Employee Benefit Research Institute, we chat about consumer interactions with their health plans and how cost affects their decisions. View MoreFebruary 2024 | How to Frame and What to Name In-Plan Retirement Income Options
Based on findings from our online survey portion of The 2023 In-Plan Insights Program, we talk about interest in and how to best present in-plan retirement income options to employees. View MoreJanuary 2024 | Four Retirement Trends to Watch in 2024
In our 30th Coffee Break session, we forecast four retirement trends to watch in 2024: The economy, inflation, RTO, and political anxiety. View MoreDecember 2023 | The Ripple Effects of Caregiving on Work and Wellbeing
Results from the oversample of unpaid caregivers as part of the 2023 Workplace Wellness Survey. View MoreNovember 2023 | Impacts on Overall Wellbeing and Satisfaction with Employee Benefits
Greenwald's researchers highlight results from the 2023 Workplace Wellness Survey, including how mental health impacts work performance and employer offerings to address mental health. View MoreSeptember 2023 | When to Plan for Retirement and the Future of AI in Retirement Advice
How financial professionals help their clients complete retirement prep tasks and the potential uses for AI in their profession, based on findings from the 2023 Retiree Insights Program Surveys of Financial Professionals and Consumers. View MoreJuly 2023 | How Confident are Unpaid Caregivers in their Ability to Retire Comfortably?
We explore the implications of caregiving on confidence in financial security in retirement. View MoreApril 2023 | How Millennials Access and Pay for Mental Health Care
Results from the second winning project from Greenwald's Idea Incubator on Millennial Mental Health. View MoreMarch 2023 | HDHPs, Open Enrollment, and Pre-Deductible Coverage
Fascinating findings from the 2022 Consumer Engagement in Health Care Survey. View MoreMay 2023 | Generational Differences in Retirement Confidence
Our researchers highlight generational differences in retirement confidence and factors that affect it, based on findings from the 2023 Retirement Confidence Survey. View MoreFebruary 2023 | Interest and Obstacles in In-Plan Retirement Income Options
Key insights from the 2022 In-Plan Insights Program quantitative research phases. View MoreNovember 2022 | Mental and Emotional Aspects of Workplace Wellness
We touch on the mental and emotional aspects of workplace wellness and job satisfaction, based on results from the 2022 Workplace Wellness Survey. View MoreSeptember 2022 | Cryptocurrency in Retirement Plans
We share results from one of Greenwald's Idea Incubator winning projects on how Cryptocurrency can be used in retirement savings plans. View MoreJune 2022 | Mental Health in the Workplace
Greenwald talks about mental health in the workplace, employees' desire for work-life balance and access to mental health benefits, and things employers are offering to help fulfill these needs. View MoreApril 2022 | Emergency Savings, Debt & Workplace Solutions
We delve into various workplace offerings to address employees' emergency savings and debt payoff needs. View MoreFebruary 2022 | The Role of Benefits in The Great Resignation
Our experts discuss the role of traditional and emerging workplace benefits and their importance to jobseekers in The Great Resignation. View MoreOctober 2021 | Work-Life Balance & Emergency Savings Amid “The Great Resignation”
Greenwald Research explores 2021's "Great Resignation," work-life balance, and emergency savings, supported by findings from the 2021 Workplace Wellness Survey. View MoreSeptember 2021 | Consumer Outlook and 2020’s Lasting Impact
Greenwald's researchers discuss the results of the 2021 Retiree Insights Program's online survey of consumers and financial advisors. View MoreAugust 2021 | 5 Considerations for Medicare Brokers During AEP
With Medicare's Annual Enrollment Period approaching, we share a few considerations for brokers and agents to keep in mind. View MoreJune 2021 | Medicare Market Trends Among Brokers and Consumers
Greenwald Research partners with Jesse Slome of the American Association for Medicare Supplement Insurance share some top insights from the first annual Medicare Marketing and Distribution Research Program. View MoreMay 2021 | The Impact of Feeling “Blah” on Health and Wealth
How languishing, or feeling "blah," affects personal health and wealth. View MoreApril 2021 | The Pandemic’s Effects on Employment and Retirement Transition
How did the pandemic affect consumers' decision to retire? Let's explore results from the 2020 Rethinking Retirement survey. View MoreMarch 2021 | Investment Risk and Downside Protection
We discuss a new way for advisors to assess their clients' investment risk tolerance and to recommend the most effective products that protect from investment loss View MoreFebruary 2021 | How Millennials View and Purchase Life Insurance
Our researchers dive into how Millennials now look at life insurance coverage in light of the pandemic, as well as triggers in thinking about buying coverage. View MoreDecember 2020 | COVID-19’s Impact on Health Care and Drivers of HDHP Use
Paul Fronstin from the Employee Benefits Research Institute joins us to talk about results from the Consumer Engagement in Health Care Survey, highlighting the COVID-19 vaccine, telemedicine, and health savings accounts. View MoreAugust 2020 | Building a CX Program that Brings Customers Back in Health & Wealth
Greenwald Research highlights effective ways to conduct customer experience programs. View MoreOctober 2020 | Wellbeing in the Workplace, Employee Benefits, and Financial Wellness
We delve into compelling results of this year's Workplace Wellness Survey, conducted with EBRI. View MoreJune 2020 | Market Volatility and Advisor Effects on Consumer Interest in Annuities
Notable Findings from the 2020 Guaranteed Lifetime Income Study conducted with CANNEX. View MoreNovember 2020 | Hot Topics and Issues Surrounding Unpaid Caregivers
In honor of National Caregivers Month, we present key findings from a recent national study on caregiving with perspectives on the long-term health & wealth of caregivers. View MoreJuly 2020 | Key Investor Personality Traits and Why They’re Important
We discuss key personality traits of investors which were identified by new research and how they can shed light on financial behaviors, including interest in investment solutions. View MoreSign Up to Be Notified of Future Coffee Breaks
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