2016 Symposium: Financial Decision Making and Retirement Security in an Aging World May 5-6

About the Conference

By the end of the next decade, the number of older Americans will have grown rapidly, but half if not more of the elderly will suffer from cognitive deficits after the age of 80. Our 2016 Pension Research Council symposium explored how financial decision-making changes at older ages, how and when financial advice can be useful for the older population, and what solutions and opportunities are needed to resolve the likely problems that will arise.

This conference was by invitation only.


Conference videos are available here.

Conference Agenda

Thursday, May 5, 2016

Introductory Remarks: Olivia S. Mitchell, The Wharton School

Session I: The Aging Brain and Financial Decision Making

Discussant: Brett Hammond, Capital Group (video available here)

Discussant: Fredrick Axsater, State Street Global Advisors (video available here)

Keynote Speaker: Ursula Staudinger, Columbia University (video available here)

Session II: Financial Advice and Retirement Planning

Discussant: David Richardson, TIAA Institute (video available here)

Discussant: Briggette Miksa, Allianz Asset Management AG (video available here)

Keynote Speaker: Nora Dowd Eisenhower, Consumer Financial Protection Bureau

Friday, May 6, 2016

Session III: Solutions and Opportunities

  • Martha Deevy and Marti DeLiema, Stanford University Center on Longevity: “Aging and Exploitation: How Should the Financial Service Industry Respond?” (presentation slides available here, paper available here)
  • Ryan Wilson, Law Offices of T. Ryan Wilson: “The Financial Landscape for Older Adults” (presentation slides available here)
  • Christine Kieffer and Gary Mottola, FINRA: “Understanding and Combating Investment Fraud” (presentation slides available here, paper available here)

Discussant: Clint Zweifel, Missouri State Treasurer

Session VI: Roundtable

John Phillips, Social Security Administration – Moderator
Alexa von Tobel, LearnVest
Steve Utkus, Vanguard
Matt Fellowes, HelloWallet