Retirement Planning in the Age of Longevity
May 10-11, 2012

Agenda

Background

Baby boomers planning for retirement face a uniquely challenging environment, facing substantial changes both before and during retirement from the experiences of earlier generations.

Many individuals lack confidence in their ability to retire comfortably, with the Employee Benefit Research Institute’s 2011 Retirement Confidence Survey reporting that 27% of all workers were “not confident at all” about their ability to retire generally — up 5% from the previous year.  The same survey indicates that, over the past 10 years, the percentage of those 55+ who feel “very confident” that they will have the funds to support themselves comfortably through retirement has fallen by half.

The sources of these concerns can be traced to a number of different pitfalls, to be found both before and during retirement.  The agenda below is constructed around our understanding of some of the major pitfalls, ordered along the life-span.  While not exhaustive, we feel that these address many of the major obstacles for those struggling towards a successful retirement.

May 9 California Café (700 Welch Road, Palo Alto)
6:00 pm Dinner
May 10 Landau Building
7:30 – 8:30 Breakfast
8:30 – 8:45 Welcome
8:45 – 9:30 Introductions
9:30 – 9:45 Setting the Stage
9:45 – 10:00 Break
10:00 – 11:00 Pitfall #1: Failing to Plan
11:00 – 12:00 Pitfall #2: Underestimating Expenses
12:00 – 1:00 Lunch
1:00 – 2:30 Pitfall # 3: Underestimating Longevity/Years in Retirement
2:30 – 2:45 Break
2:45 – 3:45 Pitfall #4: Retiring Too Early
3:45 – 4:45 Pitfall #5: Failing to Save Enough
4:45 – 5:15 Wrap-up
5:15 – 7:00 Cocktails
May 11 Landau Building
7:30 – 8:15 Breakfast
8:15 – 10:00 Education and Advice: How Pre-Retirees/Retirees Access Information
10:15 – 11:15 The Curriculum: What Pre-Retirees/Retirees Really Need to Know
11:15 – 12:15 Research Opportunities
Adjourn/Box Lunches