Home Women In Finance WISER’s Annual Ladies’s Retirement Symposium

WISER’s Annual Ladies’s Retirement Symposium

WISER’s Annual Ladies’s Retirement Symposium

Ladies & Retirement: Bettering the Pathways Ahead
October 4, 2023
Thanks audio system, sponsors, and individuals!



Grasp Set of Presenter Slides (Particular person shows listed beneath)


Panel I: Analysis – Constructing Ladies’s Monetary Well being at Older Ages

Cindy Cox-Roman, Insights on Monetary Schooling, HelpAge USA

Beth Almeida, Latinas & Monetary Literacy Success, Cove Analysis

What Ladies Say: Insights & Coverage Options for Lifelong Monetary Safety

Invoice McInturff, Polling from Public Opinion Methods/Lake Analysis


Panel II: Analysis – Why Ladies Are Frightened

Catherine Collinson, Savers Credit score/ Savers Match, Transamerica Institute

Sudipto Banerjee, Closing the 401(okay) Gender Financial savings Hole, T. Rowe Value

Michael Kreps, Retirement Account Disparities Elevated & Persevered, Groom Regulation Group

Moderator: Kerry Hannon, Yahoo Finance and creator of In Management at 50+: How one can Succeed within the New World of Work


Lightning Spherical: Figuring out Pathways Ahead & Discovering Options

KC Boas, BlackRock Retirement Group – Retirement Revenue & BPC analysis

Katie Selenski, DCIIA – State IRA Financial savings Applications & Inclusion Efforts

Moderator: Mary Beth Franklin, Funding Information and creator of Maximizing Social Safety Retirement Advantages


Panel III: Discovering Pathways & Coverage Options

Howard Bedlin, Management Council on Ageing (NCOA/WISER Survey, Insurance policies)

Chris Spence, TIAA (Retirement Disaster–Invoice of Rights Marketing campaign)

Bob Blancato, Elder Justice Coalition (Monetary Fraud & Abuse)


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