PLAN 2023 Forum Resources

This page lists resources that may be referred to throughout the PLAN 2023 Forum. Resources will be added throughout the event and in the following days, so be sure to check back!

Professions in Aging Resources

• Aging-in-Place Specialist
  Speaker: Carol Chiang OTR/L, CAPS, ECHM, CHAMP - Founder of Evolving Homes (LinkedIn) (Slides)

  • "OTs and CAPS Can Make a Home a Good Fit" - AARP
  • NAHB Directory of CAPS-Designated Professionals

• Life Care Manager
  Speaker: Audrey Zabin, M.Ed.,LSW, CMC - Founder of AZA Care Management and Home Care (LinkedIn)

  • ALCA Directory of Aging Life Care Professionals

• Senior Housing
  Speaker: Elise Selinger, MCP - Real Estate Innovation Manager at 2Life Communities (LinkedIn) (Slides)

  • Elder Index: Measuring the Income Older Adults Need to Live Independently - UMass Boston

Selected MIT AgeLab Publications

• "Evolving Client-Advisor Conversations and The Future of Advice" This editorial article, published in the December 2021 issue of the Journal of Financial Planning, discusses changes in perceptions of the role of the financial adviser - among both clients and advisers themselves.
• “Describing Life After Career: Demographic Differences in the Language and Imagery of Retirement” This article, published in the Journal of Financial Planning in August 2018, describes an empirical MIT AgeLab study conducted to understand people’s perspectives toward retirement and how views differ between people of various characteristics. The study was also discussed in the Wall Street Journal.
• "Navigating Client Relationships During COVID-19" This article, published in the August 2020 issue of the Journal of Financial Planning, describes a study conducted by the MIT AgeLab and AIG Life & Retirement to explore how clients of different ages interact with their financial professionals, and how they would like those interactions to change in light of the COVID-19 crisis.
• "Mothers, Fathers, and Student Loans: Contributing Factors of Familial Conflict Among Parents Repaying Student Loan Debt for Children" This article, published in the Journal of Family and Economic Issues, describes findings from a national survey of parents contributing to student loan payments for their child’s education and explores how this experience may play a role in familial conflict.
• "Factors Contributing to the Financial Self-Efficacy of Student Loan Borrowers" This article, published in the Journal of Financial Counseling and Planning, describes a study investigating factors associated with financial self-efficacy among student loan borrowers. The results underscore the need for early education and mentoring from financial professionals about student loan borrowing.

Thought Leadership from Dr. Joseph Coughlin

• Barron’s: “Why Your Retirement Plan Should Include Ice Cream”
• MarketWatch: “Can ChatGPT help you plan your retirement? Yes – and no.”
• MarketWatch: "Are you planning for retirement? Why it might not be enough."
• Forbes: “Not Quietly Quitting But Quietly Returning, Older Workers Are Changing Work And Retirement”
• Forbes: “In Retirement, Men Have More Money, But Women Are Better At This”

MIT AgeLab Research Projects & Consortia

• PLAN: PLAN, or the Preparing for Longevity Advisory Network, is a research consortium that seeks to better understand the future of advice in the global longevity economy. Advisory professionals who are interested in participating and joining a global network of leaders in longevity are invited to join the PLAN panel.
• CareHive: CareHive is a research consortium that explores family caregiving through an online caregiver panel. Current and former family caregivers participate in surveys, focus groups, and interviews, with research topics including caregiver technology use, self-care, information-seeking, and more.
• C3: C3, or the Connected Home Logistics Consortium, conducts research to envision the development of novel and evolving home services and serve as a catalyst for organizations across industries.