Description
More than 12 million Americans are turning 65 in the next three years—and this cohort of younger Baby Boomers are looking at a very different retirement than those at the leading edge of their generation. How do they manage a portfolio that ensures a safe withdrawal strategy over decades of market volatility, inflation, and other risks? Retirement is different. Employers and policymakers need to catch up.
Join TIAA’s Beverly Goodman, Bret Hester, and Jill Popovich, for an energetic conversation that delves into how employers are responding to changing dynamics and new trends. HR and finance leaders need to think differently and evaluate progress in new ways. And consultants need innovative approaches to how they engage with plan sponsors. Tune in for how.
Learning Objectives
Find out how employers are responding to changing dynamics and new trends.
Tune in to hear how consultants need innovative approaches to how they engage with plan sponsors.
HR and finance leaders need to think differently and evaluate progress in new ways.
About the Speakers
Beverly Goodman is Vice President and Editor in Chief at TIAA. She is responsible for establishing the firm's first enterprise-level thought leadership strategy, including the launch and reinvention of two new publications, and helping the firm develop its voice and point of view on the retirement issues most crucial to our individual and institutional clients. Prior to joining TIAA in early 2022, she was Editorial Director at Barron's, overseeing investing, retirement and wealth management coverage. She's also held editorial roles at Fidelity Investments, Smart Money, Money Magazine, and other publications. Because she loathes free time, she also teaches yoga and is a Certified Financial Planner™ on a pro-bono basis.
Jill Popovich is a Senior Managing Director at TIAA (tiaa.org), a financial services organization and leading provider of asset management and retirement services for the academic, research, medical, and cultural fields. In this role, Jill has general management responsibility for running all aspects of the geographic territory encompassing the states of NJ, NY, CT, RI, MA, VT, NH, and ME. This includes developing strategic business plans and leading teams to execute successfully in support of client needs and business goals. Jill began her financial services career in 2000 and has been with TIAA since 2000. Prior to her current role as Senior Managing Director, Jill served in the benefits office at the University of Pittsburgh. Jill holds a Bachelor of Arts degree in Psychology with a minor in business from Villanova University. She holds FINRA Series 6, 7, 24, 63 and 66 registrations while maintaining licenses from the States of CT, DE. NJ, NY, PA, and WV.
Chris Spence’s 26-year career includes working as a financial consultant, policy advisor, and lobbyist. He leads TIAA’s Federal Government Relations & Public Policy team in developing and advocating for policy positions that promote financial security and improve retirement outcomes for TIAA’s clients and Americans more broadly. As a financial consultant, Chris helped clients determine their long-term financial goals, including achieving financially secure retirements. He took this frontline experience with clients to TIAA’s Government Relations team where he develops and executes on strategies that result in sensible action-oriented policy solutions. He advocates directly with federal policymakers on the importance of enhancing retirement security for all Americans and plays a key role in the enactment of comprehensive retirement reform legislation. He continues to collaborate with lawmakers and regulators to ensure they understand how policy proposals could impact Americans’ financial well-being, while keeping internal and external stakeholders apprised of developments in Washington, D.C. In addition to receiving his B.A. in Journalism from Rowan University, Chris holds three financial designations: the Chartered Financial Consultant (ChFC), the Chartered Life Underwriter (CLU), and the Chartered Advisor for Senior Living (CASL). In his free time, Chris enjoys musical pursuits, improving his golf game, and spending time with his wife and three children.
Participant Information
Each attendee/viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
Registration for on-demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date.
Recordings are available one week after the live webcast takes place.