Women and Retirement

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: Risk Management Issues for Individuals with Special Emphasis on Women
Presented at 2011 Living to 100 Symposium.
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
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
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
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.
Insights into Retirement in the Age of Personal Responsibility
August 2013 presentation to the International Association of Black Actuaries annual meeting. Provides an overview of how retirement is changing and insights into the research performed by the Society of Actuaries Committee on Post-Retirement Needs and Risks.
Thinking About Flooring: Perspectives of an Actuary
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 Pensions Update
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.
Insights into Women’s Security in the Age of Personal Responsibility
October 2013 presentation at the 40th anniversary of the Woodstock Institute. Audience are researchers, community leaders, and the public policy community.

Slides to Illustrate Different Themes