Thinking Ahead Roadmap Highlighted in the Wall Street Journal
The Thinking Ahead Roadmap was mentioned in the Wall Street Journal article, "Baby Boomers’ Biggest Financial Risk: Cognitive Decline." Dr. DeLiema was quoted on how important it is to start a conversation which is ofte…
Creators of the Thinking Ahead Roadmap testify before the ERISA Advisory Council within the US Department of Labor
On September 17th and 18th, 2020, Naomi Karp, Steve Vernon, and Marti DeLiema testified about the Thinking Ahead Roadmap before the Advisory Council on Employee Welfare and Pension Benefit Plans, also known as the ERISA Advisory …
Research Informing the Thinking Ahead Roadmap Development
The Society of Actuaries sponsored a report summarizing the research phase of a multi-phase project leading to the creation of the Thinking Ahead Roadmap, a toolkit to help people plan for changes in financial capacity and decisi…