Post-Retirement Risks

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

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

Presented at 2011 Living to 100 Symposium.

Presentation of a jointly written paper for the Pension Research Council focusing on how retirement planning software handles post-retirement risk

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

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.

Briefing on Society of Actuairies research "The Knowledge Gap: What Does the Public Really Know about Post-Retirement Risks?"

(National Academy of Social Insurance) Round table discussion at annual meeting of National Academy of Social Insurance

September 2012 Webinar presentation for retirement professionals summarizing more than ten years of Society of Actuaries research on post-retirement risk.

Disability: the Challenges it Presents to Successful Retirement. August 2013 presentation to the Task Force on Women and Aging, jointly sponsored by the Women’s Bar of Illinois and the Chicago Bar Association. This presentation provides an over view of how disability can derail retirement savings where the primary retirement plan is a defined contribution plan and it also points out other issues. Audience includes attorneys, community leaders and others. Perspective is that of individuals and their advisors. (For a policy focus on this topic, see the article in the Journal of Retirement.)

October 2013 presentation to the Retirement Income Industry Association research committee. Provides an overview of issues connected to securing income in retirement including barriers. Presents a wide range of options.

US Perspectives: Aging, Pensions and Perceptions. April 2013 presentation to The Conference Board of Canada at its Aging Workforce Forum East. Provides an overview of the U.S. situation and shares research about how the public views post-retirement risk.