Re-Visioning Retirement New Timing, New Purpose, New Planning, New Funding
With the convergence of rising longevity, today's uncertain economy, and insufficient savings by many, the retirement clock has been reset. But highly acclaimed current Age Wave research reveals a surprising finding: This could be a good thing, for individuals, the consumer marketplace and financial planning professionals.
This presentation will explore: Why financial "peace of mind" has become far more important than "wealth" in the new American dream. What impact the modern family will have leading to and through retirement? How women – the fastest growing untapped segment in the financial services industry – and their rising financial power are transforming attitudes and behavior toward money, intergenerational dynamics and the field of retirement planning. How the adult life stage demands of empty nesting and boomeranging, eldercare, sibling care, grandparenthood, singlehood and retirement will dramatically impact retirement preparation and funding. We'll also discuss the products, services and guidance people now seek from financial professionals to safeguard a successful retirement while avoiding the five retirement "wildcards" that could shatter their dreams.
The Cure for Our Aging Healthcare System
Whether we live long lives with vitality and purpose or sickness and suffering will depend to a great extent on our ability to reshape the skills, services and incentives of our current healthcare system. This new presentation provides a visionary glimpse into the future, outlining the critical course corrections required to create healthy aging and productive longevity.
Topics to be covered include: Why we must accelerate the scientific breakthroughs needed to prevent, delay and eliminate the horrific diseases of aging (such as Alzheimer's); why training healthcare professionals to become "aging-ready" will both saves lives and money; how the boomers' proclivity toward control, self-care and connectivity can help make disease prevention and self-care a national priority; how new technologies and emerging community-based services can enable us to shift the healthcare focus from hospitals and nursing facilities to home-based care; why establishing a humane and dignified approach to end-of-life care has reached a critical tipping point.
Optimizing Generational Diversity Four Cohorts Rethink Work, Money, Family, Retirement and Success
For the first time in history, four generations of active adults are simultaneously participating in the workforce and marketplace. Each has its own lifestyle values, attitudes about work and money, means of connecting and communicating, role models and marketplace preferences.
This high-impact presentation will examine: What key social forces have shaped each generation and produced their distinct, core lifetime characteristics? What does each generation hope to get from—and give to—their jobs/careers? How do you manage and motivate each generation, from "encore" workers seeking stimulation and self-worth, to older workers looking for balance and purpose, to mid-career workers trying to reboot their enthusiasm for a longer and more demanding work life, to young workers struggling to enter the workforce during tough economic times. How does each measure success?
This presentation can focus on how to attract and retain valuable talent and enhance productivity through the creative use of flexible work arrangements, innovative learning, mentoring and sponsoring opportunities, sabbaticals, retraining, re-careering, flex-retirement, and creative compensation and benefits programs. Alternatively, it can orient toward the most effective ways to reach out to—and connect with—Millennials, Gen Xers, Boomers and members of the Silent Generation.
Influence How the Rising Power of Women Will Transform Money, Men and the Marketplace
We have reached a tipping point where a critical mass of women, bolstered by unprecedented levels of education, workforce participation and escalating income are assuming more powerful roles in their family's purchasing decisions. This is particularly true in the traditionally male-dominated sectors of financial planning, real estate, automotive and technology. Yet most marketers don't fully understand how today's woman thinks, feels, cares and buys and how women and men are increasingly partnering to make large purchasing decisions. Drawing on proprietary Age Wave research as well as dramatic insights from her landmark new book, Influence: How Women's Soaring Economic Power Change Our World for the Better, Maddy Dychtwald explores how the ascent of women is transforming their relationship to their money, their mates, their families, their careers and the marketplace.
Her presentation examines: The historic scope of women's financial influence and their expanding monetary power; the five things that all men need to know about marketing to influential women; the key ways that women are transforming the workplace and leadership; and how they're trying to use their increased clout to transform our world for the better.
How the Modern Family Is Transforming Aging, Retirement and Community
We are all familiar with families like the Cleavers or the Simpsons — Dad, Mom, and 2.5 kids happily living under one roof in the suburbs. But over the past 100 years, significant demographic and economic changes have dramatically transformed the American family and communities across the country. We no longer live in a world where most people are the member of a ""nuclear family."" How is today's modern family — or post-nuclear family — different? How do — and will — family changes impact health and care needs, the workforce, housing, legacy, leisure, social services, and financial planning? What are the implications for businesses and aging service providers? How do we navigate the potentially complicated relationships and compelling challenges faced by modern families in retirement and later life, such as blending families together and bridging the miles between relatives living in faraway communities? This presentation covers four trends that, in concert, have transformed and continue to profoundly influence today's families: Unprecedented longevity, family complexity, financial interdependence, and women's rising influence.
How the Age Wave Will Transform the Marketplace, the Workplace and Our Lives
Increasing longevity, declining fertility and aging baby boomers are triggering an enormous "age wave." This demographic tsunami has the potential to create ground-breaking marketplace and work/talent opportunities—and equally compelling social and financial challenges.
This informative, motivating and entertaining presentation will explore: How will people use their newfound "longevity bonus?" Why will the "cyclic" life plan replace the traditional "linear" model? How will aging boomers change established paradigms of work, leisure, learning and retirement—as well as lifetime brand loyalty? What's the most effective way to market and sell to "middlescent" boomers wishing to enrich the quality of their lives, while forestalling aging? Why is managing a four-generation workforce the new diversity mandate?