Connect * Empower * Impact


2019 AFCPE® Research and Training Symposium


AFCPE Pre-Symposium: Sunday, November 17 - Tuesday, November 19
AFCPE Symposium: Tuesday, November 19 - Thursday, November 21
Schedule Subject to Change

Thursday, November 15th, 2018
Category: Retirement
When I'm 65: Educating and Engaging Communities about Retirement Realities
Following previous Practitioner's Forum sessions regarding the When I'm 65 program, we will co-present plans, developments and survey results for the Georgia When I'm 65 program as well as new national When I'm 65 toolkit resources. Resources include three booklets focusing on retirement planning strategies for various age groups, the community discussion guide, event toolbox and videos for use in local workshops and to be shared across digital platforms. We also plan to share investor education and protection insight from discussions during the Investor Protection Trust's Communicating and Engaging with Diverse Stakeholders in a Complex World" forum and 25th anniversary celebration, which was held September 13-15, 2018.
Questions or Implications for Researchers: We will facilitate an audience discussion on how to expand the program to more communities and make program resources more accessible to AFCPE® members, AFC®s, extension educators and other professionals in the investor education and financial education fields. We will encourage ideas for continued research to help us identify saving and investing challenges and how we can address them. Representatives from various States will share experiences from the When I'm 65 program, IPT forum and recommendations for continued education. The discussion will explore how the States can work together through the When I'm 65 program and other initiatives.