Description: Millions of aging Americans are challenged to prepare for uncertain health and financial setbacks in addition to cognitive impairment that impacts one-third of adults over age 85. Advanced planning can reduce the negative impact of impairment on personal finances, including financial exploitation, scams and fraud, and care and spending decisions that are not aligned with retirement goals. To address these issues, the SOA’s Aging and Retirement Strategic Research Program co-sponsored work on the Thinking Ahead Roadmap which was created by a team from the University of Minnesota and Stanford Center on Longevity. In this webinar, members of the research team will preview the Thinking Ahead Roadmap and the steps that people can take to help ensure their financial wishes are honored as they age. The presenters will discuss: 1. Advice on choosing the right financial advocate 2. Organizing financial information to pave the way for a smooth transition 3. Starting open and honest conversations about future money management 4. The importance of a financial power of attorney and how to obtain one 5. Shifting money management responsibilities when the time is right

Description: Papers: Does Living in a Retirement Village Extend Life Expectancy? The case of Whiteley Village in the UK. – Les Mayhew, Ben Rickayzen and David Smith, Ph.D. – City University, London Health and Social Care Analysis Regarding the State of Canadian Women Living in the Alone Stage of Retirement – Douglas Andrews, FSA, FCIA, Ph.D.; Lori Curtis, Ph.D. – University of Waterloo

Description: This session at the SOA 1990 Annual Meeting looks at the outlook over the next 10 years of employee benefits. The effect on the role of the actuary is discussed.

Description: These discussions at the 1967 New York and New Orleans Regional Meetings covered topics related to individual life and health insurance including health topics, individual life underwriting, reinsurance, individual policy pension fund expenses, tax sheltered annuities, and market testing products.