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Financial Wellbeing for Diverse Workforces

Supporting employees of all income and asset levels with trusted financial wellbeing benefits.

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Financial wellbeing has quickly become the most asked-for employee benefit.

Learn about what’s happening in the space and how financial wellbeing benefits can promote inclusivity and belonging across your entire organization.

In this recorded session, you’ll hear strategies from Toast, EBS and LearnLux to elevate your benefits brand with financial wellbeing. We’ll discuss industry trends and empower each employer to supercharge their financial wellbeing offerings ahead of key times like tax season, open enrollment, and more.

Panelists include:

Rebecca Liebman, CEO and co-founder, LearnLux
Aimee Synder, Principal Benefits Specialist, Toast
Valeria Tivnan, Director, Population Health Strategy & Wellbeing, EBS Insurance Brokers

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Rebecca Liebman

CEO & Co-Founder @ LearnLux

LearnLux is the leading provider of workplace financial wellbeing that blends fiduciary digital guidance with Certified Financial Planner™️ professionals. When every employee has a financial plan, their work and wellbeing can thrive. Learn more at learnlux.com.

Aimee Snyder

Principal Benefits Specialist, Toast

Aimee Snyder (she/her) is the Principal Benefits Specialist at Toast, managing retirement, mental health, wellbeing, and ancillary employee benefits programs.

A graduate of Florida State University but a lifelong learner, Aimee holds the Group Benefits Associate designation from the International Foundation of Employee Benefit Plans, as well as the Certified Benefits Professional designation from WorldatWork.

Aimee has managed benefits programs at companies of all sizes for nearly a decade, but is particularly passionate about holistic wellness programming and total rewards that drive company culture and empower employees.

Valeria Tivnan

Director, Population Health Strategy & Wellbeing, EBS Insurance Brokers

Valeria Tivnan is the Director of Population Health Strategy & Wellbeing at EBS, Employee Benefits Solutions. She advises EBS clients on how to develop and execute tactics that bring worksite wellness into their organizations and helps leaders transform employees into knowledgeable healthcare consumers. With over 25 years of experience, her passions lie principally in wellness, lifestyle medicine, disease prevention, mindfulness and population health management.

Valeria holds a Master’s in education from Boston University and a Master’s in Public Health from UCLA. During her career, she has provided certification courses for personal trainers through the American College of Sports Medicine and has spoken for the American Diabetes Association, the American Journal of Health Promotion and the World Research Group. She is an active member of HERO (Health Enhancement Research Organization) where she has contributed on several committees including Health, Productivity & Performance, and Culture of Health and Engagement Committees. She is also the Chair of the American College of Lifestyle Medicine’s Lifestyle Medicine in the Workplace Member Interest Group. She has also published research papers and articles on well-known Journals such as the Am J Health Promotion.

Valeria is a passionate educator – Besides her work at EBS, she is also an adjunct professor at Merrimack College teaching “Chronic Disease Prevention & Health Promotion” in the Health Science department, as well as the “Population Health Analytics” course in the Data Science & Analytics department. Valeria won EBA’s prestigious ‘Wellness Director of the Year’ award in 2017.

About the Financial Wellbeing for Diverse Workforces event:

Financial wellbeing has quickly become the most asked-for employee benefit. Learn about what’s happening in the space and how financial wellbeing benefits can promote inclusivity and belonging across your entire organization. In this session, you’ll hear strategies from Toast, EBS and LearnLux to elevate your benefits brand with financial wellbeing. We’ll discuss industry trends and empower each employer to supercharge their financial wellbeing offerings ahead of key times like tax season, open enrollment, and more.

Rebecca Liebman, CEO an co-founder, LearnLux
Aimee Synder, principal benefits specialist, Toast
Valeria Tivnan, director, population health strategy & wellbeing, EBS Insurance Brokers