Women in Retirement

Decisions made throughout your lifetime can have a big impact on your future financial security. Women especially face unique challenges that put them at greater financial risk, including longevity, lower lifetime earnings, out-of-pocket healthcare costs, and unpaid caregiving. From navigating savings options to managing debt, caregiving responsibilities, and long-term care, this session will high...

Think you know the ARA sisters? Join us for an interactive panel discussion featuring representatives from the five powerhouse organizations under the ARA umbrella—ASPPA, ASEA, NAPA, NTSA, and PSCA. Whether you're just starting out or looking to grow within the retirement industry, this engaging session will spotlight what each group does, how they collaborate, who they serve, and how you can...

Get Involved: Thrive Mentoring Program Get Involved:  NOW Mentoring Program Looking to take your career to the next level while building connections that matter? Join us for a dynamic virtual event on the importance of mentoring in shaping successful careers for women in the retirement industry. A panel of three accomplished women professionals will share their personal experiences with mentoring—...

Discover the revolutionary strategies to elevate your LinkedIn presence and unlock new professional opportunities with insights from LinkedIn Lindsay, a renowned global speaker and credibility consultant. Hosted by Melissa Hoffman and Donna Kaluuya, this episode is a treasure trove for women in the retirement industry, featuring actionable advice for actuaries, service providers, HR, and financial...

Sponsored by: Commonwealth Financial Network In this episode of Women in Retirement: Third Thursdays, the vital role of how branding plays in both personal and corporate success. Featuring insights from Jennifer Lawrence, Director of Retirement Operations at Element Financial, Kelli Beckstrom, Brand Manager at Legacy Planning, Valerie McClendon, Financial Advisor with Boston Wealth Strategies, and...

When it comes to saving for retirement, women face a different set of challenges. In this fireside chat with Carrie Schroen, BlackRock’s Head of the US DC Intermediary Business, and KC Boas, BlackRock’s Head of Retirement Marketing and Thought Leadership, we unpack the retirement gender wealth gap. Part- retirement content, part- career development convo, we’ll cover a range of topics in this Thir...

With the aging population growing so rapidly and birth rates declining, many industries could be up against labor shortages. As many employers face a coming wave of baby-boomer retirements, the resulting gaps in unique skills, experience, and institutional knowledge may be difficult to fill. Keeping mature workers engaged may help ensure that your company retains the employee knowledge necessary t...

PenChecks COO Alexandra Gerritsen has been a hard charger her entire career, delivering exceptional performance for her employers. Her journey was full of eye-opening “Oh S@%$” moments that impacted her growth as a manager and leader. What started out as a metrics and performance-driven mindset evolved into one that builds relationships and team alignment to deliver outstanding business results. S...

In personal branding, we’re encouraged to be authentic and diverse but then criticized when we open up, making us wonder—what does the world really want from us? How can we express ourselves in a way that we’re comfortable with, that’s “real and true,” but not scare away our target audience? In what ways can we be vulnerable and strong? If creating content is tricky or has ever felt plastic, join...

Big Plan, Little Plan. What do they have in common, and what are their unique differences? What are the needs and resources of the plan sponsors of each? While it might be counterintuitive, even a “Mega Plan sponsor” who may seem like they command superior resources finds that they need the expertise of their service partners even more! This lively discussion with two Plan Sponsors representing a...

We discuss the Safer Act, which became a provision in SECURE 2.0 allowing penalty-free withdrawal from retirement plans for victims of domestic abuse. Given the breadth and scope of domestic violence, this educational session offers background information on the Safer Act and its importance. We look towards 2024 when the provision will go into effect so you can prepare yourself and your plans. Dow...

How Advocacy and Leadership can Increase Women’s Participation in the Financial Industry with Rock the Street Wallstreet Join Third Thursdays with Women in Retirement in a fireside conversation with Ashley Leftwich, Chief Operating Officer of Rock the Street, Wall Street. Rock The Street, Wall Street is a financial and investment literacy program designed to bring both gender and racial equity to...

In celebration of March’s International Women’s Day and the theme of #EmbraceEquity, help us “give equity an embrace” and join us to learn how ARA is encouraging women to Thrive in financial fields through education, mentoring, and professional development! Women continue to be underrepresented in financial services roles, above entry level, with women of color fairing even worse. Join us to learn...