- Deeper Dive into Post-Retirement Risk
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 - 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 the 2011 Living to 100 Symposium. - World Future Society — July, 2009 — “Future Patterns of Work and Retirement: The Evolving Third Age”
Joint presentation to a general audience — includes scenarios for the future; starts with an interactive exercise - Why Phased Retirement: The case for phased retirement and policy recommendations, presented at The Future of Life Cycle Saving and Investing.
October 2008. Panel presentation at Boston University, where panel members took diverse points of view with regard to the desirability of different types of retirement futures - Conference Board of Canada — April, 2009 — Update on U.S. Pensions
Big picture presentation on U.S. pension system issues for business leaders in Canada; the audience included both finance and human resources - Human Resources Association of Chicago: Planning for the Workforce of the Future: Thinking about the Third Age
Presentation focusing on what human resource professionals may with to think about in connection with the shifting age distribution of the labor force and the growing number of people who are 50+ and not yet retired — includes ideas about job options and phased retirement - 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. - Congressional Staff Briefing sponsored by the Society of Actuaries and the American Academy of Actuaries
Briefing on Society of Actuaries research “The Knowledge Gap: What Does the Public Really Know about Post-Retirement Risks?” - Future of Retirement
(Society of Actuaries Seminar – May, 2006) Paper presentation exploring and comparing several different scenarios for the future of retirement: paper prepared in response to a call for papers - Important Research about Post-Retirement Risk
September 2012 Webinar presentation for retirement professionals summarizing more than ten years of Society of Actuaries research on post-retirement risk. - Setting the Stage: Research Findings on Work, Income and Older Americans
Opening presentation in BNA webinar on working in retirement and phased retirement, September 2012
View Presentations on the following topics:
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Slides to illustrate different themes
Thinking about the future


Understanding key research data


Focus on multiple stakeholders

Balanced perspective

Focusing on gaps and areas of misperception

Looking at options for retirement


