2026 will be a watershed year for employee financial wellness.
With the One Big Beautiful Bill Act reshaping the student loan landscape and AI accelerating innovation in workplace benefits, HR leaders face both opportunity and disruption.
In this forward-looking discussion, we’ll explore the emerging needs, trends, and insights defining the next generation of student debt benefits — including new forms of repayment support, AI-driven financial coaching, and the shift from reactive assistance to proactive guidance.
You’ll walk away with a clear view of what’s coming — and actionable steps to future-proof your organization’s benefits strategy now.
Meet the Presenters
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Carli Reddy
Carli Reddy is a Co-Head of Coaching at Candidly. She and her team work one on one with Candidly users to help them find their best path forward planning and paying for education. Working with many different people, each with a unique background and story to share, is a dream role for Reddy. Her mission is for every user to leave their conversation feeling secure and confident in their student loan repayment strategy or college planning strategy. Reddy began her career as a financial advisor working with young medical professionals to get started on the right foot financially. Through that experience, she realized the hold that student loans have on a borrower’s financial progress. She earned her CSLP designation and became focused on helping find solutions to the student debt crisis. Reddy lives in Pittsburgh, PA with her husband Nithin and two sons, Marco and Jaiden.
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Carmen Perez
Carmen Perez is a Senior Product Manager at Candidly, focusing on the development of conversational AI solutions that help employees navigate and optimize their financial wellness. With a background spanning technology, compliance, and banking, she brings a practical, user-centric approach to building products in regulated environments. Her work centers around simplifying complex financial decisions and creating accessible, engaging experiences that empower users to build greater financial security.
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Anna Griffin
Anna Griffin is a Partner Success Manager who supports and strengthens relationships across Candidly’s partners, shared employers, and employees. She leads partner and employer implementations, provides ongoing guidance, and gathers end user insights to help drive continuous improvement. With a background in Customer Success Operations, customer engagement, and strategic planning, Griffin brings a thoughtful, growth-minded approach to every collaboration. She began her software career in NPS survey and wellness benefit platforms before joining Candidly in 2023. Throughout her career, she has remained committed to creating meaningful impact for the organizations she works with and the individuals they serve.
SHRM certification has approved this webinar for 1 PDC toward SHRM-CP or SHRM-SCP recertification. A program code will be provided at the end of the webinar.