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Board of Governors of the Federal Reserve System
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Federal Reserve Board of Governors

Agenda, Video, & Materials

12:00 p.m.

Welcoming Remarks--Governor Jeremy Stein, Federal Reserve Board


12:10 p.m.

Introduction and Framing--Anna Alvarez Boyd, Federal Reserve Board

Discussion of why the Federal Reserve is concerned about aging issues and how findings from the Federal Reserve's Financial Experiences of Older Adults survey may help shape future inquiry into these issues in the field. 


12:20 p.m.

Opening Presentation--Ted Fishman

The keynote speaker will discuss aging trends in the U.S. as well as other countries and the tensions that aging places across generations and on society’s institutions.
  • Ted Fishman, author of Shock of Gray: The Aging of the World's Population and How it Pits Young Against Old, Child Against Parent, Worker Against Boss, Company Against Rival, and Nation Against Nation  


1:00 p.m.


1:15 p.m.

Panel I--Financial Stress and Economic Security Issues

Summary: Panel 1 (PDF)

Financial security depends to a large extent on households’ ability to live in appropriate and affordable housing, generate adequate income through employment, and manage their financial resources into and throughout retirement. This panel discussion will focus on areas of financial vulnerability for older adults in housing, employment, and cognition and the impacts on financial security.

Interviews and Clips: 

William Emmons, Chief Economist of the Center for Household Financial Stability, Federal Reserve Bank of St. Louis | Presentation (PDF)
Transcript (PDF)

Andy Parker, Senior Behavioral Scientist at the RAND Corporation and Professor at the Pardee RAND Graduate School
Transcript (PDF)

Alayna Waldrum, Housing Legislative Representative of LeadingAge and Director of LeadingAge DC |  Presentation (PDF)

Julie Zissimopoulos, Associate Director, Schaeffer Center for Health Policy and Economics, USC (moderator) | Presentation (PDF)
Transcript (PDF)

2:15 p.m.

Panel II--Serving Older Adults: Practices and Lessons from the Field

Summary: Panel 2 (PDF)

This panel considers the degree to which markets serve the needs of individuals as they age and where the needs of older consumers and workers are not being met. Part of the discussion will include what systems and protections could be put in place to deal with people as their cognitive skills decline and the barriers to implementation.


Amy Ford, Director, Reverse Mortgage Counseling Services Network, National Council on Aging | Presentation (PDF)
Transcript (PDF)

Sara Rix, Senior Strategic Policy Advisor, Economics Team, AARP Public Policy Institute | Presentation (PDF)
Transcript (PDF)

Lynn Ross, Executive Director, Terwilliger Center for Housing, Urban Land Institute | Presentation (PDF) 
Transcript (PDF)

Lori Stiegel, Senior Attorney, ABA Commission on Law and Aging
Transcript (PDF)

Bob Zdenek, Director, National Neighbors Silver, National Community Reinvestment Coalition | Presentation (PDF) 
Transcript (PDF)

Moderator: Melanie Stern, Senior Program Officer, National Federation of CDCUs 
Transcript (PDF) 

3:30 p.m.


3:45 p.m.

Panel III--Aging Policy Roundtable

Summary: Panel 3 (PDF)

This session will identify key policy issues that affect the financial stress, stability, and security of older adults. The discussion will seek to identify a list of top priorities and how they should be addressed.


Donna Butts, Executive Director, Generations United
Transcript (PDF)

Yanira Cruz, President and CEO, National Hispanic Council on Aging
Transcript (PDF)

Secretary Brian Duke, Secretary of Aging, Commonwealth of Pennsylvania
Transcript (PDF)

Dan Marson, Director, Division of Neuropsychology, University of Alabama-Birmingham

Anne Wallace, Senior Director for Consumer Financial Services and President of the Identity Theft Assistance Corporation, Financial Services Roundtable
Transcript (PDF)

Julie Zissimopoulos, Associate Director, Schaeffer Center for Health Policy and Economics, USC

Moderator: Naomi Karp, Policy Advisor, Consumer Financial Protection Bureau 
Transcript (PDF)

5:15 p.m.

Wrap-up--Joseph Firschein, Federal Reserve Board

Summary: Wrap Up (PDF)

Last update: March 16, 2017