New Perspectives: An Intergenerational Discussion on Retirement Solutions
WISER’s Annual Forum featuring the iOme Challenge
June 23, 2020
Thank you to our speakers and participants for a great event!
2020 Partners & Sponsors
Mary Beth Franklin, InvestmentNews, Financial Lessons from the Pandemic
Panel 1: Navigating the Retirement Roadblocks – Big Three: Access; Distributions & Roll Overs
Aron Szapiro, Morningstar, Panacea or Paperwork: What Does the Past Performance of Multi-Employer Plans Suggest About the Potential of Newly-Legal Pooled Employer Plans?
Spencer Williams, Retirement Clearinghouse, How Auto Portability Works
Lynne Ford, ICMA Retirement Corporation, Navigating Retirement Roadblocks
2020 iOme Challenge Winner, David Nipper, Folsom Lake College – Winning essay, Reform for the Modern American Retirement System
SAVE THE DATE!
WISER’s 16th Annual Symposium on Women’s Retirement
September 23, 2020
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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:
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.
Eldercare Webinar, hosted by the United States Department of Agriculture, Farm Production and Conservation
December 12, 2019
This webinar featured WISER Research Associate Laurel Beedon and focused on the cost of caregiving, how to avoid financial mistakes, budgeting, legal agreements, protecting retirement savings, important legal and financial documents and financial steps to ensure the caregiver’s wellbeing.
Gerontological Society of America (GSA)’s 2019 Annual Scientific Meeting
November 14, 2019
WISER President Cindy Hounsell led the panel, Women’s Planning Decisions and Choices Affect Financial Wellness in Later Life.
American Academy of Actuaries Annual Meeting and Public Policy Forum
November 6, 2019
WISER President Cindy Hounsell was a featured speaker at this event which provides leaders of the U.S. actuarial profession with an opportunity to engage with top policymakers and thought leaders on a variety of key actuarial and public policy issues. Ms. Hounsell provided her unique perspective on women and retirement security in the United States.
Caregivers: We are all in it together, an event hosted by the Pension Benefit Guaranty Corporation (PBGC)
October 22, 2019
WISER President Cindy Hounsell presented on the financial costs of caregiving. Other topics discussed included the impact of caregiving on employees in the workplace, potential implications for pension benefits & savings, costs for providing care, and respite care.
WISER’s 15th Annual Symposium on Women’s Retirement
What Do Women Really Want? A Secure Retirement and Strategies to Achieve It
October 2, 2019
Women face many challenges on the road to retirement. But what actions can we take now to make financial security a reality for more women? This symposium explored how women, employers, financial services providers, lawmakers, public policy experts and community activists can work together to devise strategies for helping women achieve a more secure retirement.
30th Annual National Adult Protective Services Association Conference
August 19-21, 2019
WISER Director of Programs Lara Hinz and WISER Senior Fellow Linda Stone presented the workshop, Preparing for Retirement as Part of the Sandwich Generation. WISER also exhibited at the event and as part of the 10th Annual Summit on Elder Financial Exploitation on August 22nd.
Webinar: Financial Capacity for People With Dementia and Their Caregivers
Hosted by the American Society on Aging. Part of the National Alzheimer’s and Dementia Resource Center web seminar series, sponsored by the Administration for Community Living
August 6, 2019
WISER President Cindy Hounsell and WISER Senior Fellow Laurel Beedon presented on this webinar which covered healthcare programs, financial capacity opportunities, related legal documentation, end-of-life planning, and advice for caregivers on how to take care of their own financial wellbeing.
n4a 44th Annual Conference & Tradeshow
July 27-31, 2019
New Orleans, LA
WISER Director of Programs Lara Hinz, WISER Senior Fellow Linda Stone, and Maureen Kelly, President of the Thanks Mom and Dad Fund presented the workshop, “In the Know: Making Women’s Retirement Income Last a Lifetime.” WISER also exhibited at the event.
WISER FORUM: New Perspectives: An Intergenerational Discussion on Retirement Solutions
June 19, 2019
This annual WISER forum featured the 2018-2019 iOme Challenge winning team of college students from Michigan Technological Universitywho discussed their advisory paper in response to this year’s Challenge question. This year, teams were asked to imagine that they have been appointed by the 116th Congress as members of the 2019 Independent Commission on Retirement Security. The retirement system needs to be re-evaluated and a comprehensive approach needs to be developed to modernize efforts in support of more efficient and effective programs that help Americans plan and save for retirement. A keynote speaker, panels of experts and congressional staff leaders also discussed current issues and legislative proposals.
Women at the Wheel: A Prudential Financial Wellness Census Event
June 10, 2019
WISER President Cindy Hounsell presented at this event that highlighted the financial challenges women face in the workplace and explore opportunities and solutions to help improve their wellness for this and future generations.
2019 Retirement Security Summit: Innovating for Life Tomorrow
Hosted by Alliance for Lifetime Income and the MIT Age Lab
May 15, 2019
WISER President Cindy Hounsell spoke as part of the Roundtable, “Societal Impact of Unprotected Households.”
Senior Corps Seminar Series
May 8-9, 2019
WISER Senior Fellow Judith Kozlowski presented the workshop, A Financial Guide for Caregivers.
Plan Sponsor Council of America (PSCA)’s 2019 National Conference
April 30, 2019
WISER President Cindy Hounsell presented the workshop, Improving Retirement Security for Women: Possibilities & Policy Solutions. The session focused on challenges women face in securing retirement income due to the changing nature of retirement plans as well as longevity risks and family caregiving issues. Creative solutions based on legislative or regulatory proposals, product innovation, and the need for retirement education were also explored.
American Society on Aging
Annual Aging in America Conference
April 15-18, 2019
New Orleans, LA.
WISER President Cindy Hounsell led the workshop session,”Growing Old Without Going Broke: Strategies for Increasing Financial Security and Lifetime Income.”
Roundtable on Pension Reform – hosted by U.S. Rep. Richard Neal
March 21, 2019
Massachusetts Statehouse, Boston, MA
WISER Senior Fellow participated in this roundtable as one of 18 retirement professionals to discuss the challenges facing retirees and potential ways to help people save.
12th Annual AARP UN Briefing Series during the 63rd Commission on the Status of Women
March 11, 2019
UN Headquarters – New York, NY
WISER President Cindy Hounsell presented at the briefing titled, “Why It Matters: Social Protection for Older Women #thetimeisnow.” The event brings together a diverse set of stakeholders, including governments, civil society, diplomats, thought leaders, private sector, think tanks, and UN agencies to undertake a policy dialogue on the progress made and challenges faced in ensuring social protection for older women.
The National Community Reinvestment Coalition: Just Economy Conference
March 11, 2019
WISER Director of Program Lara Hinz presented at the session, “Building Economic Security for Women.”
“Diversity, Inclusion, and Defined Contribution: A Conversation,” hosted by The Defined Contribution Institutional Investment Association (DCIIA) and Women in Pensions Network (WiPN)
January 23, 2019
Newport Beach, CA
WISER President presented at this event that was part of the DCIIA Innovation Forum and Membership Meeting. She presented about women’s retirement income on the panel, Moving the Dial: Data, Diversity, and the Talent Pipeline. Click here for presentation sldies.
U.S. Senate Special Committee on Aging
February 6, 2019
Senate Dirksen Office, Washington, DC
WISER Senior Fellow Linda Stone testifed at the hearing focused on “Financial Security in Retirement: Innovations and Best Practices to Promote Savings.” See press release. Read WISER’s full testimony.