Financial and tax guidance in the age of AI: what works, what's risky and what's next

"Rewards that work" is an EY Tax webcast series exploring emerging trends shaping employee rewards, wellbeing and workforce strategy.

In the first webcast, panelists will examine how artificial intelligence is changing the way organizations support employee financial wellbeing — and where human expertise remains critical. In today's rapidly evolving landscape of financial complexities, business leaders face new opportunities and risks in supporting employee financial wellbeing. This webcast will explore:

• The strengths and limitations of AI-driven tools
• The enduring value of human expertise
• Emerging leading practices for hybrid models

Drawing on recent external research and real-world scenarios, we will examine how financial wellness programs affect workforce outcomes, what pitfalls to avoid, and how to build a roadmap for effective, trusted financial and tax guidance.

The session is designed to spark dialogue, share actionable insights and position your organization for success in the ongoing battle for talent retention. If you are a leader in HR, Benefits/Total Rewards, Tax, Wellbeing, Risk/Internal Audit, or Payroll, this session is for you.

Date: Wednesday, April 29, 2026

Time: 1:00-2:00 p.m. ET New York; 10:00-11:00 a.m. PT Los Angeles

Registration: Register for this event.

Panelists

Marc Mancuso, Senior Manager, EY Personal Finance, Ernst & Young LLP

J David Macor, Senior Manager, EY Personal Finance, Ernst & Young LLP

Moderator

Juliette Meunier, Partner, EY Personal Finance Leader, Ernst & Young LLP

CPE credit offered: up to 1.2 depending on duration. Recommended field of study: Personnel/Human Resources. Learning objectives: identify appropriate use cases and limitations of AI-enabled tools in delivering employee financial and tax guidance; recognize key governance, accuracy, and trust considerations associated with employer-sponsored financial guidance programs; evaluate how hybrid human-and-digital guidance models can improve employee engagement, decision-making, and benefits utilization. This intermediate level, group internet-based course has no prerequisites or advanced preparation. Final CPE award to be based on content, polling and length of participation. See CPE FAQ for more information.

EY webcast managed and produced by Ernst & Young LLP's Tax Technical Knowledge Services Group, Washington, DC: Lynn Fairfax | lynn.fairfax@ey.com and Barbara Kirchheimer | barbara.kirchheimer@ey.com

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