Retirement Income: Strategies, Decisions and Choices
WISER’s Annual Symposium
September 26, 2018
This year’s symposium focused on examining the challenges women (and men) face securing retirement income strategies due to longevity risks and the changing nature of retirement plans. The event brought together leaders and experts to discuss helping consumers get through the complexity and confusion of managing income for 20-30 years.
The Millennial Perspective:
An Intergenerational Discussion on Retirement Solutions
A Forum hosted by the Women’s Institute for a Secure Retirement
June 20, 2018
Roundtable Discussion on Women and Retirement Income
Hosted by the Women’s Institute for a Secure Retirement (WISER)
May 22, 2018
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 Gerontological Society of America’s 70th Annual Scientific Meeting
November 14-18, 2018
WISER President Cindy Hounsell led the workshop session, Women’s Planning Decisions and Choices Affect Financial Wellness in Later Life, as well as participated in two additional sessions: New Developments in Protecting Seniors from Financial Exploitation; and A View of Women’s Economic Security: Policy Isses and Practical Steps.
Webinar hosted by IRI and Nationwide
Women & Retirement: Demystifying the Unique Retirement Planning Challenges Women Face
November 15, 2018
This webinar discussion included panelists from American Funds, Nationwide Retirement Institute and the Women’s Institute for a Secure Retirement (WISER) to talk about the unique retirement planning challenges women face as well as practical solutions to help address these challenges.
Franklin Templeton and WiPN Defined Contribution Symposium
October 11-12, 2018
WISER President, Cindy Hounsell participated in a “fireside chat” titled, “How Todays Trends and Disruptions are Shaping the Path to Tomorrow’s Innovation.”
Women in Housing and Finance (WHF) Foundation’s Brown Bag Lunch Series: “Retirement Savings for Women”
October 3, 2018
WISER’s Program Associate Elaine Sawyer presenedt along with representatives from the Treasury/OCC, Consumer Financial Protection Bureau, and Social Security Administration.
Vision 2020 National Congress
September 27-29, 2018
WISER Senior Fellow Linda K Stone, along with Penelope Blair, U.S. Trust, Bank of America and facilitator, Dr. Renée White, Vision 2020 Leadership Circle presented on the panel, Advancing Women’s Economic Security. Vision 2020 is a national coalition of organizations and individuals working to achieve economic, political and social equality for women. Vision 2020 is a nonpartisan convener, catalyst and rallying point for both women and men who are committed to gender equality.
“Reflecting on Retirement: How Public Policy Can Increase Access and Improve Retirement Savings”
Capitol Hill Briefing hosted by ACLI
September 14, 2018
WISER President Cindy Hounsell participated as a panelist along with Andy Hendren, General Counsel, Wespath Benefits & Investments and Secretary/Treasurer of the Church Alliance; Kelly Lappin, Director of Compensation and Benefits from Raytheon; and Jania Stout, Incoming President, National Association of Plan Advisors and Co-Founder, Fiduciary Plan Advisors at High Tower.
National Adult Protective Services Association’s Annual Conference & Elder Financial Exploitation Summit
August 28-31, 2018
WISER Director of Programs Lara Hinz and WISER Fellow Linda Stone presented “Financial Steps for Family Caregivers.” WISER was also be an exhibitor.
American Association of Service Coordinators’ National Conference
WISER Director of Programs Lara Hinz and WISER Community Educator & Trainer Vickie Elisa presented “Financial Steps for Family Caregivers.” WISER was also an exhibitor.
n4a 43rd Annual Conference
July 28 – August 4, 2018
WISER President Cindy Hounsell, along with WISER Fellow Linda Stone presented the workshop, “No More Guessing! Understanding Financial Planning and Your Future Needs.” WISER was also be an exhibitor.
Virginia Coalition for the Prevention of Elder Abuse, Inc. (VCPEA)’s 24th Annual Conference
May 30- June 1, 2018
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.
The Impact of the Aging Population on the Economy, Business, and Retirement
Hosted by 100 Women in Finance
May 17, 2018
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
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
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
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.