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 Council. This Council advises the Secretary of the US Department of Labor and submits recommendations on labor policy. The creators of the Roadmap presented results from research on the barriers to and facilitators of advance financial care planning. This research was used to inform the design of the Thinking Ahead Roadmap. To read their testimony to the ERISA Advisory Council, click here:

Thinking Ahead Testimony