The Aging Society

Challenges to Successful Later Retirement, EBRI Policy Forum presentation
Panel presentation. Includes focus on disability risk and working later. Disability risk is an important challenge to retirement security, but it can be overlooked in planning. Includes discussion of disability benefits, May 2011.
A Glance into Personal Retirement Security
Presented at the annual meeting of Actuarial Society of New York, November 2011. Major presentation at all day conference of actuaries focusing on how retirement security has changed and can be achieved in view of the shift to Defined Contribution plans
The New Retirement
Phased Retirement and Phases of Retirement, two hour interactive session presented at the Wisconsin Financial Planning Association, September 2011. Interactive session with panel shared with two financial planners: content presented in short segments with planners responding on how ideas applied and fit into their practice, and audience discussion throughout.
Living to 100: Challenges and Opportunities for Employers
Presented at 2011 Living to 100 Symposium.
Living to 100: Risk Management Issues for Individuals with Special Emphasis on Women
Presented at 2011 Living to 100 Symposium.
World Future Society -- July, 2009 -- "Future Patterns of Work and Retirement: The Evolving Third Age"
Joint presentation to a general audience -- includes scenarios for the future; starts with an interactive exercise
World Future Society -- July, 2009 -- "Older Women in the Future: Adapting to Longer Lives"
Interactive workshop providing resources for small group discussion on older women's issues in a changing world
Why Phased Retirement: The case for phased retirement and policy recommendations, presented at The Future of Life Cycle Saving and Investing.
October 2008. Panel presentation at Boston University where panel members took diverse points of view with regard to the desirability of different types of retirement futures
Conference Board of Canada -- April, 2009 -- Update on U.S. Pensions
Big picture presentation on U.S. pension system issues for business leaders in Canada; audience included both finance and human resources
Actuarial Society of New York Keynote Address
Keynote Presentation at all day actuarial meeting "Actuaries Respond to an Aging Society" -- sets the stage for more specialized sessions focusing on more specific responses in different areas of actuarial practice
Chicago Actuarial Association - Actuaries Respond to an Aging Society
Presentation to a local actuaries group
Society of Actuaries - Spending Decisions in Retirement: What Choices Can People Make
Presentation set groundwork for interview with a financial planner on important retirement planning issues and decisions
Human Resources Association of Chicago: Planning for the Workforce of the Future: Thinking about the Third Age
Presentation focusing on what human resource professionals may with to think about in connection with the shifting age distribution of the labor force and the growing number of people who are 50+ and not yet retired -- includes ideas about job options and phased retirement
After the Tsunami: The Departure of the Baby Boom
Presentation at the University of Chicago Graduate School of Business Management Conference focusing on the implications of changing demographics
Framing the Issues; Retirement Income Questions People Need to Ask
Presentation at Retirement Income Conference focusing on Framing Planning Issues. Content includes defining issues by life stage and the questions that are important by stage. Gaps and research data are included. Audience are professionals involved in the design, management and delivery of retirement services and products
Mature Worker Engagement Working Group (January 2007)
Employer focused presentation on future of retirement, working in retirement and phased retirement to a working group sponsored by The Conference Board
Seven Life Defining Decisions
Presented to the Transition Network, Chicago, IL October 12, 2006. Presentation on major planning issues for individuals focused on events throughout life and how they interact with retirement security. Seven Life Defining Decisions is a publication of WISER and the Actuarial Foundation focusing on the retirement implications of life decisions.
Important Issues for Retirement Plans Today
Big picture presentation to IPERS Investment Board, September 20, 2006.
Congressional Staff Briefing sponsored by the Society of Actuaries and the American Academy of Actuaries
Briefing on Society of Actuairies research "The Knowledge Gap: What Does the Public Really Know about Post-Retirement Risks?"
Danger Signals Ahead: Challenges Raised by Public and Professional Knowledge of Retirement Risks and Planning
(National Academy of Social Insurance) Round table discussion at annual meeting of National Academy of Social Insurance
Future of Retirement
(Society of Actuaries Seminar - May, 2006) Paper presentation exploring and comparing several different scenarios for the future of retirement: paper prepared in response to a call for papers
Health Care Today: Filling in the Big Picture
(John Marshall Law School - April, 2006) Big picture presentation at all day symposium largely focused on technical and legal issues
Health Care Challenges: An Actuarial Perspective
(Hong Kong. February, 2003)
Important Research about Post-Retirement Risk
September 2012 Webinar presentation for retirement professionals summarizing more than ten years of Society of Actuaries research on post-retirement risk.
Setting the Stage: Research Findings on Work, Income and Older Americans
Opening presentation in BNA webinar on working in retirement and phased retirement, September, 2012

Slides to Illustrate Different Themes