Name
The Financial Wellness Space: Everything, Everywhere All At Once
Date & Time
Monday, October 16, 2023, 1:15 PM - 1:45 PM
Amy Glynn
Description

Everyone is in the wellness space – payroll providers, enrollment providers, recordkeepers, DCIO’s, employee benefit providers, broker dealers and RIAs.  Hear from industry thought leader and financial wellness champion Amy Glynn on how firms need to rewire their business and designate a leadership role dedicated to making Financial Wellness a profitable foundation their practice aligning with others and minimize market confusion to both plan sponsors and participants.  Amy will share case studies of various practices who have cracked the code and brought their business to the next level of delivering broader financial services and growing revenue, in addition to how they have evolved to stand out in the crowded financial wellness pack!

Location Name
Annapolis 1-2
Session Type
Breakout Session