Increasing longevity, declining fertility and aging baby boomers are triggering an enormous "age wave." This demographic tsunami has the potential to create ground-breaking opportunities and equally compelling social and financial challenges.

This informative, motivating and entertaining presentation will explore: How will people use their newfound "longevity bonus?" Why will the "cyclic" lifeplan replace the traditional "linear" model? How will aging boomers change established paradigms of work, leisure, learning and retirement as well as lifetime brand loyalty? What's the most effective way to market and sell to "middlescent" boomers wishing to enrich the quality of their lives, while forestalling aging? Why is managing a four-generation workforce the new diversity mandate?

The convergence of rising longevity, today’s uncertain economy, and widespread insufficient savings has reset the retirement clock. Yet highly acclaimed Age Wave research reveals that the new retirement could be a good thing—for individuals, the consumer marketplace, and financial-planning professionals.

Why has financial peace of mind become far more important than wealth? How will women’s rising financial power transform the field of retirement planning? How will the demands of eldercare, sibling care, grandparenthood, singlehood, and “rehirement” impact retirement planning? This presentation will explore these questions and reveal how to safeguard a successful retirement while avoiding the five retirement “wildcards” that threaten to shatter dreams.

A critical mass of women—bolstered by education, unprecedented levels of workforce participation, and escalating income and wealth—are assuming increasingly powerful roles in financial management. The financial services industry must recalibrate in order to court this influential client base.

Drawing on insights from her landmark book, Influence: How Women’s Soaring Economic Power Will Change Our World for the Better, and decades of proprietary Age Wave research, Maddy answers questions such as: What are the core values/characteristics defining women investors? How will greater longevity catalyze women to plan more effectively for retirement? How do new family interdependencies impact women and their approach to money? How can financial service professionals most effectively communicate with women?

Whether we live our increasingly longer lives with vitality and purpose or with sickness and suffering will greatly depend on our ability to reshape the skills, services, and incentives of our current health care system.

This presentation provides a visionary glimpse into the future, outlining the critical course corrections required to support healthy aging and productive longevity. Topics covered include: preventing, delaying, and eliminating horrific diseases of aging (such as Alzheimer’s) with scientific breakthroughs, training health care professionals to become “aging-ready,” making disease prevention a national priority, shifting from hospitals and nursing facilities to home-based care with new technologies and emerging community services, and establishing a humane approach to end-of-life care.

For the first time in history, four generations of active adults are simultaneously participating in the workforce and marketplace. Each generation has its own lifestyle values, attitudes about work and money, means of connecting and communicating, role models, and marketplace preferences. 

This high-impact presentation will examine the key social forces that have shaped each generation and produced their distinct, core lifetime characteristics. Proven generation-specific strategies for attracting and retaining valuable talent will be revealed, based on their specific career hopes, responses to styles of management, motivation drivers, and measures of success.