Edward Jones, Meet Wellthy

Across the country, families are navigating increasingly complex care needs — from aging parents and dementia to childcare, cancer, and disability. These responsibilities don’t just affect individuals; they shape financial decisions, workplace stability, and long-term planning.

In this session, we’ll introduce Wellthy’s Care Concierge model and show how our human-led, tech-enabled approach helps families manage care challenges large and small. You’ll leave with a clear understanding of what Wellthy does, who it’s designed to support, and how to confidently position it in conversations with clients.

About the webinar

On-Demand

Tuesday, March 24, 2026
2:00 pm ET (30 minutes)

In this session we’ll explore:

• The scope of today’s care challenges — and why 56% of U.S. workers now have caregiving responsibilities outside of work
• How Wellthy’s Care Concierge model works — from dedicated Care Coordinators to specialized advisers
• The real-life scenarios we support — including eldercare, dementia, benefits navigation, housing transitions, legal logistics, and more ‍
• How to position Wellthy in client conversations— including who it’s best suited for and how members get started

Reserve your spot now by signing into your Wellthy account!

Don’t have an account?

To register for this webinar and gain access to Wellthy’s full range of tools and resources, you’ll need to activate your Wellthy account and verify your eligibility. Don’t worry — it’s a quick process, and once complete, you’ll be ready to dive into everything Wellthy has to offer!

Our speakers

Theresa Roma
Head of Insurance Solutions
Theresa Roma is Head of Insurance Solutions at Wellthy, where she partners with employers and carriers to bring comprehensive family care support to workforces nationwide. Prior to Wellthy, she led caregiving, leave, and health innovation efforts at Guardian Life.