Women in Retirement

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 this exploration on connecting all the parts of yourself in one cohesive message.

Speaker Bio: Faith Teope, CEO, Leverage Retirement, Inc.

Faith Teope is a multimedia journalist, children’s financial literacy author, and CEO of Leverage Retirement, a 40+ year-old TPA/RK firm. She is known for being the host of the weekly podcast, Pull to Refresh: Where 401k experts get curious. Teope is the editor of The Naked Professional LinkedIn Newsletter and a contributor to Safe in Harm’s Way as a financial abuse advocate. 

Her new show, SAVVY, explores the systemic gaps in financial literacy and is scheduled to air in the fall of 2023. Teope’s debut title, The Monster Job, hits bookshelves in April 2024.

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 Large Plan and a Small Plan as we learn what unites us and how we can be of greater value in our partnership.

Speakers:
Malika Terry, Head of Total Rewards, Invitae
Lisa Boss, Consulting Director, The HR Team

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.

Download the PowerPoint presentation to follow along.

Speakers:

• Sally Schaeffer, Principal Consultant, Uncorked Advocates
• Catherine Beane, Senior Vice President of Public Policy & Advocacy, YWCA USA
• Caroline Frauman, Tax Counsel, U.S. House of Representatives
• Sarah Gonzalez, Associate Director, Workplace & Economic Justice, Futures Without Violence

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 the financial markets and spark the interest of high school girls into careers of finance.

Key takeaways:
The importance of in increasing Women’s representation and equity within the financial industry.

Insights into building more equitable workplaces by exploring the challenges girls face and discussing the role of mentorship in driving change.

Learn from RTSWS, how women with the tools and skills needed to lead and advocate for themselves and others, can work towards creating a more diverse financial industry.

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 what opportunities the ARA has available to embrace equity, support women working in the retirement industry, and to help close the retirement gap for underrepresented groups.

Hosted by: Third Thursday Committee Member Barbara Giesing, MPA, SPHR, SHRM-SCP, CPSP™
Owner/COO BAG HR Consulting