WISER’s Annual Women’s Retirement Symposium

Women & Retirement: Improving the Pathways Forward
October 4, 2023
Thank you speakers, sponsors, and participants!

AGENDA
SPEAKER BIOS

SPEAKER PRESENTATION SLIDES:

Master Set of Presenter Slides (Individual presentations listed below)

 

Panel I: Research – Building Women’s Financial Health at Older Ages

Cindy Cox-Roman, Insights on Financial Education, HelpAge USA

Beth Almeida, Latinas & Financial Literacy Success, Cove Research

What Women Say: Insights & Policy Solutions for Lifelong Financial Security

Bill McInturff, Polling from Public Opinion Strategies/Lake Research

 

Panel II: Research – Why Women Are Worried

Catherine Collinson, Savers Credit/ Savers Match, Transamerica Institute

Sudipto Banerjee, Closing the 401(k) Gender Savings Gap, T. Rowe Price

Michael Kreps, Retirement Account Disparities Increased & Persisted, Groom Law Group

Moderator: Kerry Hannon, Yahoo Finance and author of In Control at 50+: How to Succeed in the New World of Work

 

Lightning Round: Identifying Pathways Forward & Finding Solutions

KC Boas, BlackRock Retirement Group – Retirement Income & BPC research

Katie Selenski, DCIIA – State IRA Savings Programs & Inclusion Efforts

Moderator: Mary Beth Franklin, Investment News and author of Maximizing Social Security Retirement Benefits

 

Panel III: Finding Pathways & Policy Solutions

Howard Bedlin, Leadership Council on Aging (NCOA/WISER Survey, Policies)

Chris Spence, TIAA (Retirement Crisis–Bill of Rights Campaign)

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

 

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