AgeLab Hosts Symposium to Explore Impact of Alzheimer’s Disease and Dementia on Financial Planning

AgeLab Hosts Symposium to Explore Impact of Alzheimer’s Disease and Dementia on Financial Planning

MIT AgeLab and Transamerica will jointly host the event, which examines the financial challenges facing people with Alzheimer's disease and dementia

CAMBRIDGE, MA - On Thursday, October 2, MIT will host a symposium to address the financial challenges associated with Alzheimer's disease and dementia. Organized jointly by the MIT AgeLab and Transamerica, "Financial Planning in the Shadow of Dementia" will bring together academic experts, physicians, NGOs, and leaders in financial services, at MIT's Krege Auditorium.

The symposium is a call to action to the entire financial services industry to help families plan and proactively take the necessary steps to protect themselves against potential financial crisis and fraud. In addition to MIT and Transamerica, the full-day event will also feature speakers from the Alzheimer's Association, Bank of America Merrill Lynch, and Mass General, among others.

Alzheimer's disease is the most common form of dementia and afflicts 50.2 million adults today. Far more experience the disease's heavy financial toll. "The devastating effects of Alzheimer's disease impact not only the financial security of families, but their very well-being as caregivers and, in many cases, employees," stated AgeLab director Joe Coughlin.


Some of the many speakers include:

Joseph Coughlin, PhD, Director, Massachusetts Institute of Technology AgeLab

Tash Elwyn, President, Private Client Group, Raymond James & Associates

Howard Federoff, Executive Dean, Georgetown University of Medicine

Harry Johns, President & CEO, Alzheimer's Association

Surya Kolluri, Managing Director, Policy and Market Planning Global Wealth and Retirement Solutions, Bank of America Merrill Lynch

Daniel Marson, Professor of Neurology, University of Alabama Birmingham, Director of Alzheimer's Disease Research Center

Kathleen Pritchard, Managing Director, Head of Business Development, Legg Mason

Dave Paulsen, President, Transamerica Distributors, Investments & Retirement, Transamerica

Steve Starnes, CFP Savant Capital Management



Thursday, October 2

8:00 a.m. - 3:45 p.m.


Kresge Auditorium

48 Massachusetts Avenue

Cambridge, MA 02139

See for a campus map.


Reporters interested in attending should email Angelina Gennis (