Thursday, February 19, 2009

Event: Financial Literacy in Times of Turmoil and Retirement Insecurity Friday, March 20, 2009

Financial Literacy in Times of Turmoil and Retirement Insecurity

Friday, March 20, 2009, 8:50 am – 4:30 pm

The Brookings Institution, Falk Auditorium, 1775 Massachusetts Ave, NW, Washington, DC

The financial crisis has caused a reported $2 trillion loss in retirement accounts nationwide. A majority of Americans are worried their retirement funds may not be sufficient, and young and old alike are concerned about financial and retirement security. On March 20, the Brookings Institution, Wharton's Pension Research Council and Boettner Center, the University of Michigan Retirement Research Center, and The Retirement Security Project will co-sponsor a conference on financial literacy and retirement preparedness.

The conference will focus on how workers and retirees can better manage saving for retirement, and how they can stay secure during retirement. Participants will identify research and policy directions for the future.

After their presentations, speakers and panelists will take questions from the audience. Lunch will be provided.





Jason Fichtner

Social Security Administration



Financial Literacy, Planning and Retirement Saving


Annamaria Lusardi

Dartmouth College


Olivia Mitchell

The Wharton School


Julie Agnew

College of William and Mary

Robert Willis

University of Michigan


Financial Illiteracy and Retirement Expectations: Prospects for Longevity, Decumulation and Health



Michael Hurd

RAND Corporation

Erzo F.P. Luttmer

Harvard Kennedy School


Nick Maynard

D2D Fund






Keynote Address



The Honorable Michael Astrue

Social Security Administration



Lunch and Roundtable Discussion of Agency Initiatives


Debra Golding

US Department of Labor

Jeanne Hogarth

Federal Reserve Board


John Gannon

Financial Industry Regulatory Authority

Kristi Kaepplein

Securities and Exchange Commission


Dubis Correal

US Department of the Treasury



Alternate Approaches to Financial Literacy


Shawn Cole

Harvard Business School

David C. John

The Retirement Security Project and The Heritage Foundation


J. Mark Iwry

The Retirement Security Project and The Brookings Institution

Brigitte Madrian

Harvard Kennedy School



Marching Orders for Research and Policy


William Gale

The Retirement Security Project and The Brookings Institution

Angela Hung

RAND Corporation


Sheryl Garrett

Garrett Planning Network

Mike Staten

University of Arizona and Take Charge America



Closing Remarks



John Laitner

University of Michigan


To RSVP, please call the Brookings Office of Communications at 202.797.6105, or visit,M3,49672225-5561-46cd-b5cd-d213a7660c25

For questions, please contact, Jaime Matthews at 202.741.6524 or

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