Director of Retirement Outcomes
Holly Knight is the Director of Retirement Outcomes at Sapers & Wallack. With an integrated and comprehensive approach, Holly utilizes technology and analytics as well as active listening and experience to guide plan participants towards the goals they want to achieve for retirement and beyond.
There is a shift happening as seasoned employees are retiring and jobs are being filled by a younger generation of people. This creates an opportunity to learn, adapt and improve the way we facilitate financial education and increase the overall financial wellness of our workforce. Holly is passionate about leading interactive financial education sessions as well as facilitating individualized consultations to help people integrate their short- and long-term goals into an overall financial plan. With over a decade of experience working in financial services and education, she has a deep understanding of the impact financial wellness can have on people’s lives.
Additionally, Holly has taught college courses on business as an Adjunct Professor and she has been hired as a consultant to analyze and offer solutions on business operations as well as lead sessions on Generational Diversity in the Workplace, Effective Communication, Critical Thinking and Emotional Intelligence.
With a bachelor’s degree in economics, and a master’s degree in education, Holly fuses her experience and passion for financial wellness and education to create financial programs and outreach that will give employees the resources, tools and solutions they need to create the retirement outcomes they want. Holly also holds her Series 65 license designating her as an Investment Advisor Representative.Visit my LinkedIn page