Events

Upcoming WISER Events and Presentations:

A Virtual Roundtable hosted by WISER and CFPB
Aging, Caregiving & Financial Costs:
Finding Resources & Improving the Pathways Forward
April 10, 2024
2:00-3:30pm ET
REGISTER

Learn about the financial impact of caregiving & other financial issue affecting older women. Speakers include experts from TIAA Institute, EBRI, National Alliance for Caregiving, National Council on Aging, MANA – A National Latina Organization, Society of Actuaries and more.

Save the Date!
WISER’s iOme College Challenge Forum
New Perspectives: An Intergenerational
Discussion on Retirement Solutions
June 20, 2024
1:30 – 5:00 pm ET 
Event will be held virtually and in-person in Washington DC.
A reception honoring the iOme Challenge winning students will be held immediately following the forum.

Registration coming soon!

BetterTalks Spotlight Conversations: Closing the Retirement Gap
March 19, 2024
New York, NY
In honor of Women’s History Month, Betterment is hosting an internal panel event with industry leaders to discuss the gaps
that exist in retirement readiness for women and discuss opportunities for policy makers, plan sponsors, and plan
providers to make retirement more accessible. Speakers include Renee Wilder Guerin, Executive Vice President, Public Policy at Retirement Clearinghouse; Meghan Holston, Chief of Staff, Small Girls PR; and Cindy Hounsell, President, WISER.

American Society on Aging’s OnAging Conference
March 25-28, 2024
San Francisco, CA
WISER President Cindy Hounsell will present the session, A View of Women’s Economic Security: Policy Issues & Practical Steps.

Fairfax County Area Agency on Aging
June 26, 2024
WISER Senior Fellow Laurel Beedon will present Financial Steps and Resources for Family Caregivers as part of the Fairfax AAA Caregiver unit’s webinar series designed to help family caregivers of older adults and adults with disabilities manage their day-to-day challenges.

Additional Financial Literacy Events and Resources:

The U.S Department of the Treasury provides an update of financial literacy and related events around the country, as well as other resources.  To find an event near you, click here.

Celebrating WISER's 25th Anniversary & Hero Awards: Honoring Those Who Make a Difference (October, 2021)

Recent Events Featuring WISER:

 

CNBC Women & Wealth Virtual Summit
March 5, 2024
WISER President Cindy Hounsell participated as panelist for the strategy session focused on retirement and the obstacle’s women face.

Twin City Home and Community Meeting
March 6, 2024
WISER Senior Fellow Laurel Beedon presented the webinar, Financial Steps for Caregivers to retired home economists professionals in the Minneapolis/St. Paul, MN area.

“FIN$EC”, the Financial Security Summit. WISER Hero, Anna Rappaport presents “The Seven Life-Defining Decisions: Foundations for Retirement Planning” as part of this online summit launched in January 2024. Learn more at finsecsummit.com

The Gerontological Society of America (GSA) 2023 Annual Scientific Meeting
November 8, 2023
Tampa, FL
WISER President Cindy Hounsell presented at the sessions, Policy Series: A Secure Retirement for Older Women and Beyond Election 2024: The Looming Crises of Retirement, Age Diversity and Eldercare.

WISER’s Annual Women’s Retirement Symposium
Women & Retirement: Improving the Pathways Forward
October 4, 2023
Thank you speakers, sponsors, and participants!

Speaker Presentations
AGENDA
SPEAKER BIOS

Health Care & Financial Wellness For All Roundtable
Hosted by TIAA and The Coalition for Equity and Opportunity
Philadelphia, PA
October 3, 2023
WISER participated and presented on financial caregiving at this invitation-only event held at The Wharton School of the University of Pennsylvania.

69th Annual Employee Benefits Conference
Boston, MA
October 2, 2023
WISER Senior Fellow Linda Stone presented as a panelist for the session, Addressing Disparities in Retirement Security.

2023 Women of Influence Symposium
October 18, 2023
Milwaukee, WI
WISER Director of Programs Lara Hinz joined Amy Crowe, Financial Education Specialist at Summit Credit Union for a breakout session to discuss “Four Things Your Parents Never Told You About Money.”

2023 Harkin Retirement Security Symposium
Washington, DC
September 13, 2023
WISER President Cindy Hounsell presented WISER and NCOA’s What Women Say survey findings.

National Adult Protective Services Association Conference
Boston, MA
August 29-30, 2023
WISER Director of Programs Lara Hinz and WISER Senior Fellow Linda Stone presented the workshop, Plan Smarter: Five Action Steps to a Financially Secure Future. WISER Senior Fellow Judith Kozlowski presented the workshop, A Financial Guide for Family Caregivers, APS Workers and their Clients.

ADvancing States’ Home & Community Based Services Conference
Baltimore, MD
August 28, 2023
WISER Senior Fellow Laurel Beedon presented the virtual session, Financial Security for Caregivers: Practical Steps & Policy Issues.

National Service Coordinators Conference
National Harbor, MD
August 28, 2023
WISER Director of Programs Lara Hinz and WISER Senior Fellow Linda Stone presented the workshop, Plan Smarter: Five Action Steps to a Financially Secure Future. WISER was also an exhibitor at the event.

2023 USAging Annual Conference and Tradeshow
July 17, 2023
Salt Lake City, Utah
WISER Director of Programs Lara Hinz and President of the Thanks Mom and Dad Fund, Maureen Kelly presented the workshop, Financial Security for Caregivers: Practical Steps & Policy Issues. WISER also exhibited at the event.

American Association of Family & Consumer Sciences (AAFCS) Annual Conference
June 24, 2023
Baltimore, MD
WISER President Cindy Hounsell was the keynote speaker at the opening general session hosted by AAFCS’s FERM Community (Family Economics & Resource Management). FERM recognizes leaders whose topic area relates to personal and family finance.

WISER’s Annual Forum featuring the iOme Challenge
Intergenerational Perspective on Retirement Solutions
June 20, 2023 
AGENDA

PRESENTATION SLIDES

National Council on Aging (NCOA)’s Age+Action 2023 Conference
June 20, 2023
WISER Senior Fellows Laurel Beedon and Judith Kozlowski presented during the virtual sessions, Financial Caregivers: Developing financial knowledge, building confidence and taking action

AmeriCorps Seniors 2023 Convening
May 25, 2023
Crystal City, VA
WISER Senior Fellow Judith Kozlowski presented Financial Guide for Family Caregivers to Senior Corps leaders.

Summit Credit Union Webinar Series
May 16, 2023
WISER Director of Programs Lara Hinz presented Three Strategies for More Financial Security in Retirement, which included information about Social Security, Caregiving, and Getting Started.

What Women Say: Insights and Policy Solutions for Lifelong Financial Security
May 16, 2023 
Washington, DC
The National Council on Aging (NCOA) and Women’s Institute for a Secure Retirement (WISER) held a briefing at the Capitol Hill Visitor’s Center hosted by the Senate Special Committee on Aging and Bipartisan Women’s Caucus for the release of groundbreaking survey research on women’s retirement concerns and bipartisan policy solutions by Public Opinion Strategies and Lake Research Partners. Rep. Sylvia Garcia (D-TX), member of the House Financial Services Committee, provided remarks.

NCBA Webinar: Social Security, Your Pension and Retirement Plans
WISER Senior Research Fellow Laurel Beedon presented this webinar hosted by the National Caucus and Center on Black Aging, Inc. (NCBA)
April 18, 2023 

American Society on Aging’s 2023 On Aging Conference
March 27-30, 2023
Atlanta, GA
WISER’s President Cindy Hounsell and WISER Research Advisor John Migliaccio presented Financial Tools & Resources to Support Caregivers as part of the Educational Resource Exchange.

WISER’s Annual Women’s Retirement Symposium
Women & Retirement: Improving the Pathways Forward
October 4, 2023
1:00 – 5:00pm ET – Reception immediately following
REGISTER
Attend virtually or in-person at 101 Constitution Ave NW, Washington DC
Agenda coming soon!

Additional Financial Literacy Events and Resources:

The U.S Department of the Treasury provides an update of financial literacy and related events around the country, as well as other resources.  To find an event near you, click here.

WISER’s Annual Women’s Retirement Symposium
Women & Retirement: Improving the Pathways Forward
October 4, 2023
1:00 – 5:00pm ET – Reception immediately following
REGISTER
Attend virtually or in-person at 101 Constitution Ave NW, Washington DC
Agenda coming soon!

National Service Coordinators Conference
National Harbor, MD
August 28, 2023
WISER Director of Programs Lara Hinz and WISER Senior Fellow Linda Stone will present the workshop, Plan Smarter: Five Action Steps to a Financially Secure Future. WISER is also an exhibitor at the event.

National Adult Protective Services Association Conference
Boston, MA
August 29-30, 2023
WISER Director of Programs Lara Hinz and WISER Senior Fellow Linda Stone will present the workshop, Plan Smarter: Five Action Steps to a Financially Secure Future. WISER Senior Fellow Judith Kozlowski will present the workshop, A Financial Guide for Family Caregivers, APS Workers and their Clients.

Additional Financial Literacy Events and Resources:
The U.S Department of the Treasury provides an update of financial literacy and related events around the country, as well as other resources.  To find an event near you, click here.

WISER’s Annual Women’s Retirement Symposium
Women & Retirement: Improving the Pathways Forward
October 4, 2023
1:00 – 5:00pm ET – Reception immediately following
REGISTER
Attend virtually or in-person at 101 Constitution Ave NW, Washington DC
Agenda coming soon!

National Service Coordinators Conference
National Harbor, MD
August 28, 2023
WISER Director of Programs Lara Hinz and WISER Senior Fellow Linda Stone will present the workshop, Plan Smarter: Five Action Steps to a Financially Secure Future. WISER is also an exhibitor at the event.

National Adult Protective Services Association Conference
Boston, MA
August 29-30, 2023
WISER Director of Programs Lara Hinz and WISER Senior Fellow Linda Stone will present the workshop, Plan Smarter: Five Action Steps to a Financially Secure Future. WISER Senior Fellow Judith Kozlowski will present the workshop, A Financial Guide for Family Caregivers, APS Workers and their Clients.

Additional Financial Literacy Events and Resources:
The U.S Department of the Treasury provides an update of financial literacy and related events around the country, as well as other resources.  To find an event near you, click here.

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