Anna Rappaport has presented to policymakers, benefit plan sponsors, financial planners, academics and members of the public. She is aware of the need to use language her audience can understand, and has long told those she mentored “Use their words, not ours,” when warning them about the dangers of jargon. She focuses on finding content valuable to her audiences. She uses interactive formats for participation and discussion.
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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
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Deeper Dive into Post-Retirement Risk
Important Research about Retirement, 90 minute discussion of key findings from more than ten years of Society of Actuaries post-retirement risk research, presented at the Actuarial Society of New York, November 2011. Interactive session with actuaries -- big picture results of 15 years of research grouped by topic, with discussion breaks to focus on how actuaries could use to support their work
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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.
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Living to 100: Risk Management Issues for Individuals with Special Emphasis on Women
Presented at 2011 Living to 100 Symposium.
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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
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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
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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
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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
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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.
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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?"
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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
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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.
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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