The way forward: Why diversity and inclusion matters

Is retirement a demographically neutral event? As workforces evolve and have affinity groups, how can retirement topics reflect that change? How do we create a more inclusive financial environment for diverse populations?

From shifting household roles to generational labels to immigrating cultures, each have unique perspectives and points of reference that warrant understanding. Dissecting common stereotypes and belief systems associated with gender, race, or age may seem difficult but it is not impossible. This panel will discuss some of the common misperceptions and biases that exist and how to re-frame the conversation so that everyone in your organization hears a retirement message to which they can relate.

Speakers:

• Keynote Speaker: Jennifer Eberhardt, Professor, Department of Psychology, Stanford University
• Moderator: Sue Walton, SVP, Senior Retirement Strategist, Capital Group | American Funds
• Panelist: Lisa Landstein, SVP, Human Resources, Voya Financial
• Panelist: Sherry Mose, Plan Administrator, City of Houston

Learning Objectives:

1. Learn about common misperceptions and biases that can affect how plan sponsors communicate with participants.
2. Learn how to re-frame messaging to ensure that all participants hear messages to which they can relate.
3. Learn steps that the industry is taking to create a more inclusive financial environment for diverse populations.