Description: Both the SOA and AARP will showcase their recent research projects highlighting the impact of marginalization on aging and retirement. Learn how being a member of a marginalized group changes your outcomes as well as your perspective on aging and retirement.

Description: Retirement planning generally includes a focus on decisions needed at time of retirement, but it often fails to focus on changes during retirement and additional decisions needed as people age. The 2021 SOA Risk Survey and other SOA research documents the lack of focus on future change. It is common for people to lose cognitive ability and generally to become less able to make decisions, manage their finances, their medical care and their lives at high ages.This panel focuses on communication and decision issues. The SOA has recently issued a decision guide on High Age Decisions. The brief identifies four domains for high age decisions: ·Health, health care and staying healthy ·Managing finances ·Housing and transportation ·Support networks The panel will include a discussion of communications and how we change, problems of physical, hearing, sight or cognitive decline and the challenges created and the four domains in the SOA Decision Brief.

Description: Learn industry best practices including challenges faced by retirees, such as needing exposure to growth, most exposed to sequencing risk, and the need for smooth returns to avoid poor investor behavior caused by risk aversion. Other topics will include how to set investment objectives which consider the members’ real-world needs and how to build portfolios and implement risk management strategies to meet those objectives. The speaker will provide real-life examples/case studies.

Description: Tom Terry, FSA, FCA, MAAA, EA, who founded Chicago Consulting Actuaries in 1991, is interviewed by Sam Phillips in this article. The discussion explores how and why Terry started his own business, the opportunities and risks involved, innovations his firm has come up with, and the future of pension consulting. The article includes advice for those interested in starting their own business.

Description: The article summarizes the work of three past Retirement Section Chairs, what they did and what they are currently doing for the 100th Anniversary Edition.

Description: Mortality is a fundamental element in the financial projections of the finances of social security programs around the world. Prominent actuaries from the U.S. Social Security Administration, Canada's Office of Superintendent of Financial Institutions and the U.K. Government Actuary's Department will discuss some of the key factors and current issues associated with these projections. Improving mortality has and will have a significant effect on the affordability and importance of income through retirement to many population segments in these countries.

Description: "Issues surrounding end-of-life and palliative care are not well understood and there is little research in the actuarial literature. From an actuarial perspective, however, end-of-life is important because of the significant cost to the healthcare system. Ian Duncan will discuss some of his research on the financial implications of end-of-life care, as well as the outcomes of a palliative care program. Dr. Matzo is an engaging personality with decades of experience in gerontology and palliative nursing, including training and teaching professionals in the field. Dr. Matzo focuses on educating the public on the importance and benefits of palliative care and hospice (care given in the final six months of life). In this session on “Palliative Care Public Education,” Dr. Matzo will give us an overview of the benefits of palliative care and how this knowledge empowers the individual to make important decisions about their healthcare options. Attendees will have the opportunity to discuss the role that the actuarial profession may play in this area."

Description: "Minimum Social Security Benefit (s) and the Alone Stage of Retirement in the U.S.? – Lori J. Curtis, PhD., Douglas Andrews, FSA, FCIA, Ph.D., University of Waterloo The Importance of Cognitive Health – Gordon Woo,Ph.D., RMS LifeRisks"

Description: This webinar will discuss and illustrate professionalism standards in an interactive case study format. The session will begin with a lightning round discussion with audience polling on professionalism topics and standards of investment practice. Participants will then work through several case studies in an investment context, each of which will have its own specific professionalism considerations. Audience polling and discussion will be included as part of each case study.

Description: "COVID-19 and excess mortality: an actuarial study – Camille Delbrouck, Aon Benfield, Belgium, Jennifer Alonso-García, Department of Mathematics, Université Libre de Bruxelles, Belgium, ARC Centre of Excellence in Population Ageing Research (CEPAR), UNSW Sydney, Australia Netspar, The Netherlands How did COVID-19 change the dependence structure across major causes of death – Han Li, Ph.D., Associate Professor, Centre for Actuarial Studies | Faculty of Business and Economics, The University of Melbourne, Victoria, Australia"