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: A biennial survey analyzing financial risk awareness and retirement transition experiences of Americans aged 45–80.

Description: This report explores the financial planning, support networks, health concerns, and use of technology among older adults who identify as solo-agers.