Other Noteworthy 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.
Recent Events Featuring WISER:
National Adult Protective Services Association (NAPSA)’s 2020 Annual Conference
November 19, 2020
Lara Hinz, WISER Director of Programs and Linda Stone, Senior Pension Fellow at the American Academy of Actuaries and WISER Senior Fellow presented the workshop, Take Action: 7 Steps to Improve Your Financial Future. WISER was also a virtual exhibitor for the event.
USDA Webinar: Financial Steps for Family Caregivers
November 17 & November 18
Laurel Beedon, WISER Senior Fellow provided workshops for staff at these two government agencies. Topics focused on strengthening the financial capability, preparedness and well-being of family caregivers, and equipping them with best practices, resources, and tools to manage their own financial needs and those of their care recipients.
Facebook Live: The Challenges Facing Women in Retirement
A conversation with Jean Chatsky, Alliance Education Fellow, and Cindy Hounsell, WISER President. Hosted by the Alliance for Lifetime Income as part of National Retirement Security Month.
October 21, 2020
Plan Sponsor Council of America Annual Conference
October 20, 2020,
Cindy Hounsell, WISER President presented on a panel with WISER Board member Anna Rappaport (Anna Rappaport Consulting), former Assistant Secretary of Labor, EBSA Phyllis Borzi, and moderated by WISER Advisory Council member Jody Strakosch (Strakosch Retirement Strategies). The session focused on A Roadmap for Helping Women Prepare for Retirement and the ways plan sponsors could help improve financial literacy issues for women.
WISER’s 16th Annual Symposium on Financial Solutions for Women
Moving Forward: Building, Expanding and Strengthening Women’s Retirement Security
October 2, 2020
1:00 – 4:10 pm EST
Leading experts and advocates from the retirement marketplace discussed public policy options and educational initiatives that can help women—and their families—better secure their long-term financial future. Keynote speaker, Doctor Robert Merton, winner of the 1997 Nobel Prize in Economic Sciences, and Distinguished Professor of Finance at MIT Sloan, discussed retirement funding and its impact on lifetime income and consumption. Click here for speaker presentations and research.
n4a Annual Conference and Tradeshow
September 21-24, 2020
WISER President Cindy Hounsell; Linda Stone, Senior Pension Fellow at the American Academy of Actuaries and WISER Senior Fellow; and Maureen Kelly, President of the Thanks Mom and Dad Fund presented the workshop, Take Action: 7 Steps to Improve Your Financial Future on September 21st, 2:30-3:30 pm EST. WISER was a virtual exhibitor at the event.
Global Coalition on Aging’s Silver Economy Forum Symposium–NYC
Linking Long Lives, Workplace Benefits, the Silver Economy
September 30, 2020
WISER President Cindy Hounsell spoke at this event which gathered stakeholders from across the aging, financial, and public health arenas, aiming to unleash the opportunities brought about by healthy aging and the growing silver economy. This Symposium helped usher in the WHO and UN’s Decade of Healthy Aging (2020-2030), which officially launched the following day.
Defined Contribution Annual Conference, hosted by Dimensional Fund Advisors
September 9, 2020
WISER President Cindy Hounsell participated in a Women in Retirement Panel – A Lifetime Financial Journey for Women. Also on the panel was WISER Board member Anna Rappaport (Anna Rappaport Consulting), WISER Advisory Council member Jody Strakosch (Strakosch Retirement Strategies), and former WISER Board member Phyllis Borzi (former Assistant Secretary of Labor, EBSA)
DCIIA/SPARK Summer Public Policy Series
August 5, 2020
WISER President Cindy Hounsell participated in the forum, Financial Wellness: Priorities and Challenges, as part of this summer virtual forum series.
American Society on Aging’s Virtual AiA 2020 Conference
July 21, 2020
WISER President Cindy Hounsell and WISER Financial Literacy Educator Vickie Elisa presented the session, Financial Empowerment for Older Women, moderated by financial journalist Kerry Hannon. View a recording/see the slides from the session.
New Perspectives: An Intergenerational Discussion on Retirement Solutions
WISER’s Annual Forum featuring the iOme Challenge
June 23, 2020
Click here to see the agenda, speaker bios, and presentations.
2020 Community Forum on Aging – hosted by the Peninsula Agency on Aging
March 4, 2020
WISER Senior Fellow Judith Kozlowski presented, In the Know: Making Women’s Retirement Income Last a Lifetime. The Community Forum on Aging attracts nearly 1,000 older adults each year. This year’s theme was “Pathways to Purposeful Aging.”
Retirement Planning Webinar hosted by the American Association of Service Coordinators
January 15, 2020
WISER Director of Programs Lara Hinz and WISER Community Educator & Trainer Vickie Elisa presented the webinar, “How to Grow Old Without Going Broke: Retirement Risks & Strategies for Increasing Financial Security” as part of AASC’s 2020 webinar training series for its members.