2013 WISER Symposium

Assembling a Retirment Strategy: Women Building Financial Knowledge & Taking Action

October 24 & 25, 2013

WISER would like to thank our 2013 sponsors for making this event possible. 

Gold Sponsors: American Council of Life Insurers (ACLI), Transamerica, Wells Fargo
Silver Sponsors: AARP, MassMutual, MetLife, New York Life, PAi, Prudential Financial, Inc., TIAA-CREF Institute
Bronze Sponsors: Ameriprise Financial, ASPPA, Retirement Clearinghouse, The Financial Services Roundtable
Reception Sponsor: Prudential Financial, Inc. 

Symposium Materials 
Agenda from 2013 Symposium 
Speaker biographies

The following presentations are available for download:

Maliz Beams, CEO, ING U.S. Retirement Solutions 
"Setting the Stage: Women Taking Action" 
Click here

Hon. Earl Pomery, Alston & Bird LLP 
"The Looming Retirement Crisis" 
Click here

Matt Greenwald, Greenwald & Associates 
"Release of Survey on Windows" 
Click here for slides.
Click here for a video of his presentation. 

Panel: The Risks and Consequences of not Assembling at Retirement Strategy

Patti Balthazor-Bjork, Director of Retirement Research, Aon Hewitt 
"Leaving the Money on the Table: Why There's a Shortfall"
Click here

Paul Yakoboski, Senior Economist, TIAA-CREFInstitute
"Women in Non-Profits"
Click here

Annette Grabow, M.A. Mortenson Company, Chair, PSCA 
Click here

Suzanna de Baca, Vice President, Wealth Strategies, Ameriprise
Click here

Panel: Solutions

Ramsey Alwin, National Council on Aging, 
"Housing/Reverse Mortgages"
Click here

Diane Browning, WVA Childcare Project
"Saver Tax Credit"
Click here

Panel: Government Agencies: Helping Consumers Make Decisions

Greg Long, Executive Director, Thrift Savings Plan
Click here

Panel: Best Practics in Finacial Services

Karen Wimbish, Director Retail Retirement, Wells Fargo
Click here

Donna MacFarland, Lincoln Financial Group
Click here

Elda Macias, Ameriprise
Click here

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