Personal Finance Workshop- Schedule

SABEW / NEFE Personal Finance Workshop

Thursday October 3, 2013

Museum of American Finance

48 Wall Street New York, NY 10005



Updated September, 13 2013



8:00 a.m. to 9:00 a.m. — Registration and continental breakfast in Museum exhibit area. View the Museum’s exhibits on the financial markets, money, banking, entrepreneurship and Alexander Hamilton, as well as timely rotating exhibits.

9:00 a.m. to 9:30 a.m. — Welcome and opening remarks:Kevin G. Hall (SABEW), Ted Beck (NEFE), David Cowen (Museum of American Finance)


9:30 a.m. to 10:30 a.m. Session 1: The Impact of Aging on Financial Decisions

Nearly every family in America has dealt with mental aging issues, from someone forgetting to pay a bill to experiencing the devastating fallout from Alzheimer’s disease. Yet despite the vivid reminders of what happens as we age, many avoid talking to their families about planning for what they hope will never happen. This session will focus on how caregivers can identify cognitive decline warning signs and what conversations and financial planning should take place if an aging family member becomes unable to manage their finances.

Producer: Pamela Yip (Dallas Morning News)

Moderator: Liz Weston (MSN Money)

Panelists: Eric Johnson (Columbia Business School at Columbia University); Carolyn McClanahan, M.D., CFP® (Life Planning Partners); Holly Deni, M.Ed. (ElderLife)

10:30 a.m. to 10:40 a.m. — Break.

10:40 a.m. to 11:40 a.m. Session 2: Retirement Planning in the Post-Recession Era

The Great Recession may finally be over, but the way we plan for retirement may forever have been changed by the economic downturn. Many Americans have cut back retirement saving due to unemployment and a weak job market and even working adults have seen their employer benefits packages reduced or eliminated. This session will give you tools to connect with your audience by finding impartial sources, understanding retirement math and the truth about longevity, and how to decumulate assets and spending once in retirement.

Producer and Moderator: Gail Marks Jarvis (Chicago Tribune)

Panelists: J. Mark Iwry (U.S. Department of the Treasury); Annamaria Lusardi (George Washington University); Nevin Adams (Employee Benefit Research Institute)

11:40 a.m. to Noon — Break and get lunches (provided).

Noon to 1:00 p.m. Jane Bryant Quinn (Personal Finance Commentator)

Jane Bryant Quinn is a nationally-known commentator on personal finance, with books and columns read and trusted by millions. She frequently covers matters of top concern, including investor protection, health insurance, Social Security and the sufficiency of retirement plans.

1:00 p.m. to 1:15 p.m. — Break and Q&A with Museum staff: David Cowen, Jeanne Driscoll, and Myron Kandel.

1:15 p.m. to 2:15 p.m.Session 3: Secrets of the Personal Finance Pros

It’s one thing to provide those “save money on your latte” space fillers and quite another to provide solid, timely, actionable and lively personal finance stories that connect with readers. Yet this is what your audience deserves and your editors demand. How do established personal finance writers keep stories fresh, vet sources and find the anecdotes, data and real people that can make their stories sing? What systems and criteria do they use to make sure they are relying on the latest best research and keep their advice useful and true to the facts? How can editors choose the personal finance stories that are best? In this session, seasoned personal finance professionals share their best tips and strategies.

Producer and Moderator: Linda Stern (Thomson Reuters)

Panelists: Nicole Ridgway (; Sandy Block (Kiplinger’s Personal Finance); Tara Siegel Bernard (New York Times)

2:15 p.m. to 2:25 p.m. — Break.

2:25 p.m. to 3:25 p.m.Session 4: What’s Next in the Student Loan Conundrum?

Student loan debt in the U.S. has passed $1 trillion, outpacing credit card and auto debt. And while recent news suggests borrowers may be getting some relief on the interest rate of government-backed subsidized student loans, there remains a disconnect in understanding the variety of choices related to college planning and the consequences of future debt. This session will look at the lack of transparency about the true costs of college and how families can establish a comprehensive plan that can limit the dependency on student loans.

Moderator: Jordan Goodman (Money Answers)

Panelists: Mark Kantrowitz (; Annamaria Lusardi (George Washington University)

3:30 p.m. to 3:50 p.m. — Story-Idea Exchange Open Mic: Coming Financial Stories for 2014

The personal finance landscape will be rich with story ideas in the coming year. Whether it’s covering the implementation of health insurance changes or the housing market rebound, there are many opportunities to connect with your audience. If you have a great personal finance topic that you want to share, step up to the mic!

Moderator: Lisa Gibbs (Money Magazine)

3:50 p.m. to 4:00 p.m. — Closing remarks and wrap.



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