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Julie Cannaday

CRPC®
Principal and Financial Education Manager
Dallas, TX, US

Julie Cannaday is a principal and financial education manager for the Milliman Employee Benefits Administration Practice.

Julie leads the team of retirement educators and on-site representatives that develop and deliver in-person and virtual education seminars, one-on-one consultations, train-the-trainer sessions, focus groups, and video recordings.

The scope of services cover DC, DB, and H&W products. She facilitates executive retirement consultations and develops employee meeting curriculum. Julie measures success through participant behavior changes and is responsible for the integration of human resources and retirement plan education.

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