Events

Recent and Upcoming WISER Events and Presentations      

n4a 43rd Annual Conference
July 28 - August 4, 2018
Chicago, IL
WISER President Cindy Hounsell, along with WISER Fellow Linda Stone and Thanks Mom and Dad Fund President Maureen Kelly will present the workshop, "No More Guessing! Understanding Financial Planning and Your Future Needs." WISER will also be an exhibitor. Learn more about the conference. 

American Association of Service Coordinators' National Conference
August 19-22
Austin, TX
WISER Director of Programs Lara Hinz and WISER Community Educator & Trainer Vickie Elisa will present "Financial Steps for Family Caregivers." WISER will also be an exhibitor. Learn more about the National Service Coordinator Conference. 

National Adult Protective Services Association's Annual Conference & Elder Financial Exploitation Summit
August 28-31, 2018
Anaheim, CA
WISER Director of Programs Lara Hinz and WISER Fellow Linda Stone will present "Financial Steps for Family Caregivers." WISER will also be an exhibitor. Learn more about the conference.

 

Other Noteworthy Events

Financial Literacy Events  

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.

 

Previous Events Featuring WISER: 

 

The Millennial Perspective:
An Intergenerational Discussion on Retirement Solutions

A Forum hosted by the Women's Institute for a Secure Retirement
June 20, 2018
Washington, DC
AGENDA

Virginia Coalition for the Prevention of Elder Abuse, Inc. (VCPEA)'s 24th Annual Conference
May 30- June 1, 2018
Williamsburg, Virginia
WISER Fellow Linda Stone presented a financial and retirement planning workshop as part of the conference's "caring for front-line staff" sessions. Attendees from across Virginia included APS staff, law enforcement, attorneys, health care and mental health professionals, advocates, and many others.  

Roundtable Discussion on Women and Retirement Income
Hosted by the Women's Institute for a Secure Retirement (WISER)

May 22, 2018
Washington, DC
Co-sponsored by WISER, the American Council of Life Insurers (ACLI) and the U.S. Chamber of Commerce. The purpose of this roundtable was to explore the challenges women face in securing retirement income due to the changing nature of retirement plans and longevity risk, and begin to identify creative solutions based on legislative or regulatory proposals, product innovation, and education. (Invitation-only) The roundtable will inform a report to be released this fall.

The Impact of the Aging Population on the Economy, Business, and Retirement
Hosted by 100 Women in Finance

May 17, 2018
Washington, DC
This event explored the impact of the aging population on multiple aspects of the economy, business and retirement from diverse perspectives. WISER President Cindy Hounsell was a featured speaker.

America's Future Summit: Unlocking Potential, Advancing Prosperity
Hosted by the Aspen Institute Latinos and Society Program

May 17, 2018
Chicago, IL
The summit focused on the relationship between Latino economic advancement and America's prosperity. WISER Director of Programs Lara Hinz moderated a working group discussion on asset and wealth-building.

NAPA Webcast: Tailoring Financial Wellness Strategies by Age, Stage, and Gender
April 25, 2018
Cindy Hounsell, WISER President, presented on this webinar that looked at how different demographic groups approach financial decision-making, explore common financial planning barriers, as well as those unique to different demographics. Practical tips and tactics to better meet the needs of each unique group were also be identified.  

Just Economy Conference, hosted by the National Community Reinvestment Coalition
April 9, 2018
Washington, DC
WISER President Cindy Hounsell presented during a session titled, "How do we Bridge the Gender Gap in Income, Assets and Entrepreneurship?" 

15th Annual What's Next Boomer Summit
March 28, 2018
San Francisco, CA
WISER President Cindy Hounsell moderated the panel "Financial Planning Across Life's Events." The panel discussed financial planning tools that are emerging that leverage technology and help to solve issues like assisting with finances in a caregiving role, helping young families fund education, payback student loans, and more.  

American Society on Aging's Aging in America Conference
March 26-29, 2018
San Francisco, CA
WISER President Cindy Hounsell presented the session, "Don't Get Caught: Avoiding the Common Retirement Planning Pitfalls." Co-presenters included John N. Migliaccio, MEd, PhD, RFG, FGSA and Sandra Timmermann, PhD, Gerontologist. Ms. Hounsell also presented as part of a peer group session titled, "Retirement Planning Peer Group."   

West Virginia Women's Network (a program of the Martinsburg-Berkeley County Chamber of Commerce) 
March 1, 2018
Martinsburg, WV
WISER President Cindy Hounsell presented a financial planning workshop for women. The network's theme this year is FEARLESS (Focus, Engage, Activate, Respect, Lead, Energize, Serve, Success) and the focus of the March workshop was Fearless Financial Planning.  

Age-Friendly NYC's Financial Health and Wellbeing Symposium - Organized by the New York Academy of Medicine with AARP and the Global Coalition on Aging
January 18, 2018
New York, NY
WISER President Cindy Hounsell presented at this event that brings together leaders of financial institutions, subject matter experts, elected officials, regulators, healthcare providers and community-based organizations to explore innovative strategies to adopt a lifecourse approach to financial health and wellbeing. 

 

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