Join us for a data-driven discussion on financial wellness in the workplace, where we’ll explore insights from a national employee survey alongside real-world perspectives from both retirement plan consultants and plan sponsors. This session will highlight the growing gap between available resources and employee needs, particularly the desire for personalized advice and confidence in financial decision-making. Attendees will gain practical insights to better understand employee experiences and make more informed decisions about their retirement and wellness programs.
Speakers
Emily Wrightson, Principal, Financial Advisor
CAPTRUST
Emily brings more than eighteen years of experience advising institutional retirement plans nationwide, with a focus on public sector organizations. Emily partners closely with plan sponsors across the full due diligence lifecycle, including investment analysis, regulatory and compliance oversight, and operational change management. She is a multi‑year recipient of the NAPA Top Women Advisors and was named a Plan Adviser of the Year Finalist in 2024. She also serves on the Retirement Advisor Council and is a member of the National Association of Government Defined Contribution Administrators (NAGDCA) and CAPTRUST’s New York DC Advisor Team, the largest defined contribution advisory team in the country as recognized by the National Association of Plan Advisors.
Michael Sanders, Principal, Financial Advisor
CAPTRUST
Mike Sanders advises retirement plan fiduciaries on investment oversight, plan design, and governance. He brings over 20 years of experience across the retirement industry, including leadership roles in investment management, recordkeeping, and consulting. Mike is also a member of the National Association of Government Defined Contribution Administrators (NAGDCA) and is a multi-year recipient of industry recognition, including NAPA’s Top DC Advisor Teams and Barron’s Top Institutional Consultants.