Financial services are redefining their digital strategy, and retirement advising is no exception. As consumer demand for a digital experience that puts them at the center of a comprehensive  financial planning process accelerates, financial wellness technology plays a key role in digital transformation in helping plan advisors improve outcomes for participants while retaining and even growing their business. Learn how your firm can do well by doing good.


Martha Brown Menard, PhD

Martha Brown Menard, PhD is the senior researcher and data diva for Questis. An award-winning researcher and author, Dr. Menard is a financial wellness coach and a member of the Association for Financial Counseling and Planning Education. A guest lecturer at Georgetown University who speaks frequently about women and financial wellness, she is passionate about democratizing personalized financial guidance through scalable and configurable technology.

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