About the project
Our goal is to inspire aging adults to plan ahead. Development of the Thinking Ahead Roadmap was supported by a generous grant from AARP with foundational research sponsored by the Society of Actuaries.
This free resource was informed by:
Click here to read the SOA report on the early research that informed the Thinking Ahead Roadmap.
We continue to invite feedback with the goal to make the Thinking Ahead Roadmap more valuable, accessible and empowering.
People behind the Thinking Ahead Roadmap
About the team
Marti DeLiema is a gerontologist and research assistant professor at the University of Minnesota School of Social Work. Dr. DeLiema's mission is to find solutions to help people achieve financial security in old age through research on advance planning and fraud and scam prevention. She collaborates with federal agencies and non-profit organizations to develop and test interventions to help keep seniors' money safe.
Naomi Karp is a lawyer whose career has focused on improving later life for older adults. In her work for large non-profit organizations and the federal government, she has engaged in research, policy formulation and advocacy on health care, long term services and supports, financial exploitation, advance planning and consumer protection. Currently she is an independent consultant on law and aging working with government agencies and non-profit organizations.
Steve Vernon is president of Rest-of-Life Communications, where he uses his actuarial expertise and experience to address the series of critical decisions and issues facing older workers and retirees throughout the rest of their lives. He has published seven books on retirement planning and has written more than 1,000 posts on retirement topics for CBS MoneyWatch and Forbes.com.
Mingyang Zheng is a doctoral candidate in the University of Minnesota School of Social Work. His research focuses on long-term services and supports, mental health among older adults, and program evaluation and assessment.