What's Next for Financial Wellness in 2022


Cost: Complimentary

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The COVID-19 pandemic has exposed many of the economic challenges faced by employees today, and created many new obstacles as well. As a result, a growing number of companies are considering the different financial issues their workers are struggling with and adjusting their benefits packages accordingly. As more employers integrate financial tools into their benefits plans, they need guidance about which programs and benefits to offer. Benefits consultants can expand their roles by helping companies move beyond traditional strategies, and incorporating the latest technological innovations to better inform participant decisions.

Join this complimentary webcast to discover the best ways to guide and educate clients regarding the links between physical, emotional and financial health. You'll learn about:

  • Advances in technology and data are changing the financial wellness landscape
  • You can play a larger role in guiding clients about the types of financial wellness features to integrate into their benefits plans
  • A holistic benefits package will improve both employee health and productivity, as well as both you and your clients' bottom line
  • And more …

REGISTER NOW! (Not able to attend? We recommend you STILL REGISTER – you will receive an email with how to access the recording of the event)

Panelists and Sponsor:

Chad Schneider | Head of Broker Partnerships | Origin

Chad Schneider is an insurance industry veteran of 20 years. Chad recently joined Origin and for the last four years built the broker and carrier channel for Jellyvision as their VP of Strategic Alliances. Prior to that he was the chief sales office for Code SixFour a consulting automation tool for brokers. Chad spent approximately 14 years with Aflac and was a pioneer for their broker strategy.

Paul Wilson | Editor in Chief | BenefitsPRO Magazine and BenefitsPRO.com

Paul has covered the insurance industry for more than a decade, including stints at Retirement Advisor Magazine and ProducersWeb.

Megan Zimmerman | Vice President – Employee Health & Benefits | Marsh McLennan Agency

As an employee benefits consultant with Marsh & McLennan Agency (MMA), Megan provides advice on health and benefits plans, wellbeing/wellness programs and more to a diverse base of corporate clients. She is dedicated to helping corporate leaders understand the full scope, risk and costs of various employee benefits strategies and plan designs.


Brian Harper | Director of Channel Partnerships | Even

Brian has 10 years of experience in the HR tech space (Benefit Administration, HRIS, eLearning). Much of that time has been spent building channel partnerships. Prior to joining Even, he developed the partnership strategy at Traliant, worked on the broker channel at Flock, and launched the payroll channel at ThinkHR (now Mineral). He is passionate about helping brokers leverage Even to support their clients.

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Questions? Please email [email protected] or call at (212) 457-4981