WISER’s 2020 Annual Symposium on Financial Solutions for Women

Moving Forward: Building, Expanding and Strengthening Women’s Retirement Security

WISER’s Annual Symposium on Financial Solutions for Women

A virtual symposium hosted by the Women’s Institute for a Secure Retirement and sponsored in part by Dimensional Fund Advisors.

Friday, October 2, 2020

AGENDA

PRESENTER BIOS

Speaker Presentations are Available for the Following Presenters:

(Note that files may take a few moments to open.)

Panel I: Meet the Authors
Getting Better Results Mary Gatta, Waiting for Retirement (Restaurant Workers)

Panel II: Issues Affecting Outcomes
Katherine Roy, J.P. Morgan (Covid-19 & Household Spending)
Research link: The 3% difference: What leads to higher retirement savings rates?
Cindy Hoes, Nationwide Institute (Medicare Tools for Consumers & Financial Advisors)
Research Link: Nationwide Retirement Institute’s 9th Annual Health Care Consumer Survey, 2020
Lisa Bleier, SIFMA (Industry Solutions for Preventing Financial Fraud)

Panel III: Strategies Leading to Action
Catherine Collinson, Transamerica Institute (5 Winning Ways Employers Can Improve Benefits)
Cindy Goff, ACLI (Voluntary Benefits-Paid Family Leave)
Anne Ollen, TIAA (Women & Financial Literacy)
Research Link:
Financial literacy and wellness among U.S. women: Insights on underrepresented minority women 
Jody Strakosch, Strakosch Retirement Strategies (Lifetime Income)
Research Link: Design Matters: The Retirement Tier (DCIIA)

New White Paper from Panel 1 Moderator, Melissa Kivett, SVP Prudential: Women’s Financial Challenges Just Got Greater

This event included leading experts and advocates from the retirement marketplace who 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. With the impact of the pandemic on family finances, it is more urgent than ever that women get access to information about the retirement savings and income options they need and have earned.

The Women’s Institute for a Secure Retirement and Dimensional Fund Advisors LP (“DFA”) are separate and unaffiliated entities.