Thinking Ahead: Informing the Design of a Roadmap for Keeping Your Money Safe as You Age
Marguerite DeLiema, PhD, University of Minnesota, Twin Cities; Steven Vernon, FSA, Stanford Center on Longevity; Naomi Karp, JD, Stanford Center on Longevity; Mingyang Zheng, MSW, University of Minnesota, Twin Cities
The Aging and Retirement Strategic Research Program is pleased to make available a report summarizing the research phase of a multi-phase project leading to publication of a Conversation Guide to plan for changes in financial capacity and decision-making. This phase has been undertaken to inform issues to be covered in creation of the guide. This web page will be updated with information on how to access the guide upon its publication.
The SOA would like to thank the Project Oversight Group for their guidance and input on this project.
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