Food Functions

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Women in Wealth Luncheon: Women and Longevity Planning - by invitation only

12:10 pm - 1:30 pm, Monday, Apr 08, 2024

Join us for an exclusive invitation-only session for women attendees, featuring Dr. Joe Coughlin, a renowned expert on longevity planning, and a panel of subject matter experts. Explore critical topics surrounding women and longevity planning, addressing unique challenges and opportunities in navigating longer lifespans.

The session aims to equip advisors with actionable insights to better support women in their longevity planning journey, empowering them with knowledge, awareness, and proactive strategies for financial security and well-being.


Learning Objectives:

  • Understand gender differences in longevity and identify factors influencing women's specific health and financial needs.

  • Explore the financial implications of longevity for women, including wage gaps, career interruptions, and strategies for ensuring financial security in retirement.

  • Learn about strategies for maintaining women's health and wellness throughout different life stages, emphasizing preventive measures and addressing caregiving responsibilities.

April Ferrell

Managing Director of Business Development, Head of Global Sales and Executive Director of the Investments & Wealth Foundation

Joe Coughlin

Director, Massachusetts Institute of Technology AgeLab

Leslie Geller

Wealth Strategist, Capital Group | American Funds

Amanda Jacobi

Vice President and Manager, Territory Sales, American Century Investments