AgeLab researchers Samantha Brady, Dr. Chaiwoo Lee and Julie Miller were panelists at the Forbes-SHOOK Next-Gen 2018 Wealth Advisor Stage in Boston, MA. The event, which was an offshoot of the Forbes Under-30 Advisor Summit, invited top financial advisors from the Millennial generation for three days of networking, conference sessions and panels on new and breakthrough practices and research in the financial advice industry.
The researchers led a pre-conference session titled “Planning for Your Future Self. The session was moderated by John Diehl of Hartford Funds. Their presentations included Dr. Lee’s published research on the language of retirement and Ms. Miller and Ms. Brady’s ongoing research into the relationships between student loan debt, family relationships, and retirement planning across generations.