An Open to the Public Event
While Covid19’s impact on workplace savers and sponsors is unknown, WiPN members’ commitment to lifting the financial security for clients is unwavering. We will not let you lose the momentum created by a strong market and advancing financial wellness tools.
Join us for a powerhouse panel discussion led by Ann Schleck, co-founder of Inspired Meetings, Lindsey Dickman, Senior VP at Escalent and Cindy Horn Kennedy, WiPN Programming & Mentor Chair. Using the latest behavior analysis data as well as real-world experiences from diverse industry roles our panelists will work with our live audience to develop solutions that promote financial stability for clients. Live polls and a pre-event survey will create best practices and the data will be shared with all participants.
If you would like to share your experiences on financial wellness with our viewers on live mic & video during the webinar, please email firstname.lastname@example.org.
If you’re new to WiPN, now is an opportune time to join in on our data- driven conversation. Text WiPN to 31996 to become a member.
About Our Speakers
Lindsey is a Senior Vice President at Cogent/Escalent, Wealth Management Research and Consulting with 15 years in the market research industry, 10 years with wealth management focus. She directs diverse project portfolios that address all stages of the product, customer, brand, and message lifecycles. She acts as the “voice of the customer” bridge between clients and target audiences such as financial advisors, institutional investors, personal investors, and gatekeepers.
Ann has spent her entire career in the retirement industry and has served as a plan sponsor, a service provider and, since the mid-1990’s, an industry consultant. As a Principal of Inspired Meetings, Ann provides client-ready content and consulting to service providers, broker dealers and retirement advisors. Ann was previously a partner and national practice leader for the defined contribution practice at Deloitte. She has been ranked 15th by 401kWire.com among the “100 Most Influential People in Defined Contribution” and was named a top-rated consultant by Global Investor.
Cindy Horn Kennedy
Cindy Horn Kennedy is WiPN’s Head of Programming and is known for her consultative sales style and compassionately direct coaching. She’s spent the last 20 years in the retirement services industry, from worksite employee education to asset management wholesaling with Principal, Charles Schwab and T Rowe Price. Join Cindy in an engaging panalists dialogue focused on the advancement of wealth, wellness and women in the workplace.