Positioning financial wellness to drive client retention and revenue in 2026

As a trusted advisor, your value is measured by your ability to mitigate risk and identify growth for your clients. In 2026, employee financial stress has become a primary driver of rising healthcare costs, turnover, and operational friction.

Join us for a high-level briefing on how to integrate financial literacy into your consulting toolkit to drive "stickier" client relationships and better plan outcomes.

Why you should attend

Learn how to leverage current 2026 data to transition from a service provider to a strategic partner.

• Risk mitigation as a service: Help clients understand how financial stability acts as an internal control, reducing errors and payroll fraud.

• The link between wealth and health: Position yourself as a visionary by connecting financial anxiety to lower healthcare utilization and mental health claims.

• Asset growth & deferrals: Master the "Runway Strategy" using debt management and emergency savings.

• SECURE 2.0 monetization: leverage the federal incentives to create a retentive, more integrated financial infrastructure.

• The efficiency play: Offer solutions for the "Productivity Drain."

Space is limited - register now to secure your spot and learn how to defend your book of business.