Events

New Perspectives: An Intergenerational Discussion on Retirement Solutions
WISER’s Annual Forum featuring the iOme Challenge 
June 17, 2021 (virtual)
1:30 – 4:50pm ET
Registration
AGENDA
Speaker Bios
For more event info, click here.

Save the Date!
WISER’s 17th Annual Symposium on Financial Solutions for Women
and 25th Anniversary Reception
October 28, 2021
Washington, DC

Other Noteworthy Events:

Financial Literacy Events and Resources
The U.S Department of the Treasury provides an update of financial literacy and related events around the country, as well as other resources.  To find an event near you, click here

Recent Events Featuring WISER:

National Caucus & Center on Black Aging Inc. (NCBA) Webinar
June 10, 2021
WISER Senior Research Fellow Laurel Beedon presented on women and financial caregiving.

Age+Action 2021 Virtual Conference
Hosted by the National Council on Aging
June 9, 2021
WISER President, Cindy Hounsell; WISER Senior Research Fellow, Laurel Beedon; and Project Manager for WISER’s Financial Caregiving Portal, Ruthann Froberg presented the workshop, Building Financial Knowledge & Increasing Resources for Financial Caregivers.

One Main Financial’s Town Hall for Older American’s Month
May 2021
Featuring resources and tools from Social Security Administration and Women’s Institute for a Secure Retirement (WISER). Watch the Town Hall

National Alliance for Caregiving Member Webinar
May 20, 2021
WISER Senior Research Fellow Laurel Beedon will discuss the financial outlook for women caregivers in a post-pandemic world.

Consumer Action Webinar: The Impact of COVID-19 on Retirement Savings
May 11, 2021
Vickie Elisa, WISER Financial Literacy Educator presented on the special challenges that women encounter when trying to save for retirement. Watch the webinar

National Community Reinvestment Coalition’s Just Economy Conference
May 3-4, 2021 (virtual)
WISER participated in a Lightening Session with MANA – A National Latina Organization to discuss our Latina Savings Project, a turnkey model program for increasing emergency savings among low- to moderate-income Latinas.

The Annual Conference of the American Society on Aging
April 6-15, 2021 – A Virtual Event
Cindy Hounsell, WISER President; Sandy Timmermann, Visiting Professor of Gerontology and Retirement Living at the American College of Financial Services; and John Migliaccio, President, Maturity Mark Services Co. presented the workshop, “Taking Charge: Strategies for Making Women’s Retirement Income Last a Lifetime.”

FinEx Webinar: Understanding the Women’s Wealth Gap
March 31, 2021
WISER President Cindy Hounsell presented on this webinar that looks at facts about the women’s wealth gap and the unique challenges many women encounter on their journey to financial well-being including the impact of COVID-19.

American Association of Services Coordinators Webinar Series
January 13, 2021
Lara Hinz, WISER Director of Programs and Linda Stone, Senior Pension Fellow at the American Academy of Actuaries and WISER Senior Fellow presented, Take Action: 7 Steps to Improve Your Financial Future as part of a series of professional development webinars for service coordinators.

Centro Hispano of Dane County, WI Caminos Financial Council
January 7, 2021
WISER President, Cindy Hounsell, and MANA President & CEO, Amy Hinojosa presented to the Caminos Finance Council of the Centro Hispano of Dane County on the WISER/MANA Latina Savings Project.

National Adult Protective Services Association (NAPSA)’s 2020 Annual Conference
November 19, 2020
Lara Hinz, WISER Director of Programs and Linda Stone, Senior Pension Fellow at the American Academy of Actuaries and WISER Senior Fellow presented the workshop, “Take Action: 7 Steps to Improve Your Financial Future.” WISER was also a virtual exhibitor for the event.

USAID Webinar: Legal and Financial Considerations for Caregivers &
USDA Webinar: Financial Steps for Family Caregivers
November 17 & November 18
Laurel Beedon, WISER Senior Fellow provided workshops for staff at these two government agencies. Topics focused on strengthening the financial capability, preparedness and well-being of family caregivers, and equipping them with best practices, resources, and tools to manage their own financial needs and those of their care recipients.

Facebook Live: The Challenges Facing Women in Retirement
A conversation with Jean Chatsky, Alliance Education Fellow, and Cindy Hounsell, WISER President. Hosted by the Alliance for Lifetime Income as part of National Retirement Security Month.
October 21, 2020

Plan Sponsor Council of America Annual Conference
October 20, 2020,
Cindy Hounsell, WISER President presented on a panel with WISER Board member Anna Rappaport (Anna Rappaport Consulting), former Assistant Secretary of Labor, EBSA Phyllis Borzi, and moderated by WISER Advisory Council member Jody Strakosch (Strakosch Retirement Strategies). The session focused on A Roadmap for Helping Women Prepare for Retirement and the ways plan sponsors could help improve financial literacy issues for women.

WISER’s 16th Annual Symposium on Financial Solutions for Women
Moving Forward: Building, Expanding and Strengthening Women’s Retirement Security
October 2, 2020
1:00 – 4:10 pm EST
AGENDA
PRESENTER BIOS
Leading experts and advocates from the retirement marketplace discussed public policy options and educational initiatives that can help women—and their families—better secure their long-term financial future. Keynote speaker, Doctor Robert Merton, winner of the 1997 Nobel Prize in Economic Sciences, and Distinguished Professor of Finance at MIT Sloan, discussed retirement funding and its impact on lifetime income and consumption. Click here for speaker presentations and research.

n4a Annual Conference and Tradeshow
September 21-24, 2020
WISER President Cindy Hounsell; Linda Stone, Senior Pension Fellow at the American Academy of Actuaries and WISER Senior Fellow; and Maureen Kelly, President of the Thanks Mom and Dad Fund presented the workshop, Take Action: 7 Steps to Improve Your Financial Future on September 21st, 2:30-3:30 pm EST. WISER was a virtual exhibitor at the event.

Global Coalition on Aging’s Silver Economy Forum Symposium–NYC
Linking Long Lives, Workplace Benefits, the Silver Economy
September 30, 2020
WISER President Cindy Hounsell spoke at this event which gathered stakeholders from across the aging, financial, and public health arenas, aiming to unleash the opportunities brought about by healthy aging and the growing silver economy.  This Symposium helped usher in the WHO and UN’s Decade of Healthy Aging (2020-2030), which officially launched the following day.

Defined Contribution Annual Conference, hosted by Dimensional Fund Advisors
September 9, 2020
WISER President Cindy Hounsell participated in a Women in Retirement Panel – A Lifetime Financial Journey for Women. Also on the panel was WISER Board member Anna Rappaport (Anna Rappaport Consulting), WISER Advisory Council member Jody Strakosch (Strakosch Retirement Strategies), and former WISER Board member Phyllis Borzi (former Assistant Secretary of Labor, EBSA)

DCIIA/SPARK Summer Public Policy Series
August 5, 2020
WISER President Cindy Hounsell participated in the forum, Financial Wellness: Priorities and Challenges, as part of this summer virtual forum series.

American Society on Aging’s Virtual AiA 2020 Conference
July 21, 2020
WISER President Cindy Hounsell and WISER Financial Literacy Educator Vickie Elisa presented the session, Financial Empowerment for Older Women, moderated by financial journalist Kerry Hannon. View a recording/see the slides from the session.

New Perspectives: An Intergenerational Discussion on Retirement Solutions
WISER’s Annual Forum featuring the iOme Challenge
June 23, 2020
Click here to see the agenda, speaker bios, and presentations.

2020 Community Forum on Aging – hosted by the Peninsula Agency on Aging
March 4, 2020
Hampton, VA
WISER Senior Fellow Judith Kozlowski presented, In the Know: Making Women’s Retirement Income Last a Lifetime. The Community Forum on Aging attracts nearly 1,000 older adults each year.  This year’s theme was “Pathways to Purposeful Aging.”

Retirement Planning Webinar hosted by the American Association of Service Coordinators
January 15, 2020
WISER Director of Programs Lara Hinz and WISER Community Educator & Trainer Vickie Elisa presented the webinar, “How to Grow Old Without Going Broke: Retirement Risks & Strategies for Increasing Financial Security” as part of AASC’s 2020 webinar training series for its members.

 

EVENT ARCHIVES:

2019 Events

2018 Events

2017 Events