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
November 2023 | 2023 Workplace Wellness Survey
Lisa Greenwald hosts as Greg Hershberger and Sara Rubinstein 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 | 2023 Retiree Insights: Financial Professionals
Doug Kincaid and Sam Kantor talk about 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 | Caregiver Insights from the 2023 Retirement Confidence Survey
Lisa Greenwald and Lisa Weber explore the implications of caregiving on confidence in financial security in retirement. View MoreApril 2023 | 2022 Millennial Mental Health Survey
Lisa Weber, Lisa Wishinsky and Greg Hershberger tease results from another Idea Incubator survey: Millennial Mental Health. View MoreMarch 2023 | The 2022 Consumer Engagement in Health Care Survey
Lisa Weber hosts a discussion with Greg Hershberger and Sara Rubinstein about fascinating findings from the 2022 Consumer Engagement in Health Care Survey View MoreMay 2023 | Retirement Confidence Survey 2023
Lisa Greenwald and Marie Ammar walk through generational differences in retirement confidence and factors that affect it, based on findings from the 2023 Retirement Confidence Survey. View MoreFebruary 2023 | In-Plan Insights Program 2022
Lisa Greenwald and Eric Sondergeld discuss a few key insights from the 2022 In-Plan Insights Program quantitative research phases. View MoreNovember 2022 | Workplace Wellness Survey 2022
Gina Scime and Lisa Greenwald 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
Lisa Weber-Raley describes Greenwald's Idea Incubator process and Matt Ceryanec shares information about how Cryptocurrency can be used in retirement savings plans. View MoreJune 2022 | Mental Health in the Workplace
Greg Hershbeger and Gina Scime talk about the role of 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 & the Role of Workplace Solutions
Eric Sondergeld explores various workplace offerings to address employees' emergency savings and debt payoff needs. View MoreFebruary 2022 | Survey Results: The Role of Benefits in The Great Resignation
Greg Hershberger and Lisa Greenwald go over 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”
Lisa Greenwald talks about 2021's "Great Resignation," work-life balance, and emergency savings, supported by findings from the 2021 Workplace Wellness Survey. View MoreSeptember 2021 | 2021 Retiree Insights: Consumer Outlook and 2020’s Lasting Impact
Doug Kincaid and AnnMarie Pino 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, Edna Vasquez-Dretzka shares a few considerations for brokers and agents to keep in mind. View MoreJune 2021 | Highlights from the 2021 Medicare Marketing and Distribution Research Program
Greenwald's Edna Vasquez-Dretzka and Jesse Slome of the American Association for Medicare Supplement Insurance share some top insights from the first annual Medicare Marketing and Distribution Research View MoreMay 2021 | The Impact of Feeling “Blah” on Health and Wealth
Edna Vasquez-Dretzka, Lisa Greenwald, and Doug Kincaid talk about how languishing, or feeling "blah," affects personal health and wealth. View MoreApril 2021 | Rethinking Retirement
How did the pandemic affect consumers' decision to retire? Lisa Greenwald and AnnMarie Pino explore results from the 2020 Rethinking Retirement survey. View MoreMarch 2021 | Investment Risk and Downside Protection
Matt Greenwald and Brian Perlman 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 | 2020 Millennials and Life Insurance Survey
Greg Hershberger and Lisa Greenwald 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 | Consumer Engagement in Healthcare Survey 2020
Greenwald's Edna Vasquez-Dretzka and Paul Fronstin from the Employee Benefits Research Institute 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
Lisa Weber-Raley and Edna Vasquez-Dretzka highlight effective ways to conduct customer experience programs. View MoreOctober 2020 | 2020 Workplace Wellness Survey
We delve into compelling results of this year's Workplace Wellness Survey with EBRI. View MoreJune 2020 | 2020 Guaranteed Lifetime Income Study
Notable Findings from the 2020 Guaranteed Lifetime Income Study conducted with CANNEX. View MoreNovember 2020 | Caregiving in the U.S. 2020
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
Ready to start navigating industry change?
Let’s start your research story!