Women & Retirement: Closing the Gap – NYL – 3.2.22

Overview:
Title: Women & Retirement: Closing the Gap
Date: Wednesday, March 2, 2022
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Now On Demand.

Historically retirement has been a goal that many Americans expected to reach, however over the past several years, the concept of retirement has changed and for some has become an unattainable goal. One could argue this change and negative shift could have been aided by the pandemic. Nonetheless, a significant shift has taken place. In partnership with AARP, New York Life Investments spent 2021 engaging with over 3,000 investors on their feelings towards retirement and the activities needed to reach a successful retirement. Our findings show that:

  • Women overall feel less prepared for retirement than men.
  • Only 29% of women are optimistic about retirement.
  • Women are twice as likely as men to feel isolated in retirement.
  • Only 41% of women believe they are getting access to the right kind of financial advice.
  • Women are looking for a more holistic approach to retirement planning including focus on health, wealth and self.
Join us for this live webcast that will explore the data and provide insight on:
  • Women’s opinions on retirement
  • How the 4 women investor segments view retirement
  • Opportunities for closing the preparedness gap

Speakers:
SpeakerName Janet Koh Director – Advisor Advancement Institute New York Life Investments

Janet Koh is the Director of Advisor Advancement Institute at New York Life Investments. In her role, Janet is responsible for the development and delivery of practice management thought leadership to assist both senior management and advisors in understanding key trends and best practices in asset and wealth management.

Janet Koh joined New York Life Investments in 2009 as an Internal Sales Consultant before moving to the Global Relationship Management Group in 2011 as a Relationship Manager covering key account relationships in the wire and independent channels. She began her career in the financial services industry as a Financial Advisor with Smith Barney in Honolulu, HI and in New York, NY.

Janet earned her Bachelor of Arts degree in Psychology from Barnard College of Columbia University. She holds her Series 7, 63, and 65 FINRA registrations and is a CE Certified Speaker.
New York Life Investment Management LLC engages the services of federally registered advisors. The Advisor Advancement Institute is a program within New York Life Investments. “New York Life Investments” is both a service mark, and the common trade name, of the investment advisors affiliated with New York Life Insurance Company. FOR REGISTERED REPRESENTATIVE USE ONLY. NOT TO BE USED WITH THE GENERAL PUBLIC.