Working to find actionable solutions to the nation's key challenges.

Planning for 75 at 25: Saving for Retirement and How Policy Affects You


WHEN: Wednesday, August 22, 2018 12:00 p.m. to 2:00 p.m. ET

WHERE: Hart Senate Office Building, 120 Constitution Ave NE, Room 902, Washington, DC, 20002

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Two-thirds of Americans aged 21 to 32 have saved nothing for retirement. You don’t have to be one of them.

How can you get ahead of the curve, and prepare now to comfortably retire later? How much should you save, and where should you save it? What do you need to know about how public policy is affecting your retirement security now and in the future?

To help answer these questions, top-ranked financial advisor Ric Edelman and other experts participated in a Funding Our Future event, where speakers discussed how young professionals can best prepare for retirement, upcoming opportunities in retirement policy, and how the future of entitlement programs could affect the retirement security of future generations.

Test your knowledge! Take a short Financial Literacy 101 quiz from The American College of Financial Services. Quiz results were presented at the event.

Does your solution to Social Security’s financial challenges add up? The Committee for a Responsible Federal Budget’s tool, The Reformer, lets you decide how to close Social Security’s shortfall. 


Watch Ric Edelman’s presentation here


Funding Your Future: The Building Blocks of Financial Stability

Jamie Hopkins
Associate Professor, The American College of Financial Services
Co-Director, The American College’s New York Life Center for Retirement Income

Mary Beth Franklin, Moderator 
Contributing Editor, InvestmentNews

In Need of Action: The Future of Social Security and Medicare – a Discussion With the Former Public Trustees

Marc Goldwein, Moderator
Senior Vice President and Senior Policy Director, Committee for a Responsible Federal Budget

Charles Blahous
J. Fish and Lillian F. Smith Chair and Senior Research Strategist, Mercatus Center, George Mason University
Former Public Trustee, Social Security and Medicare Trust Funds

Robert Reischauer
Distinguished Institute Fellow and President Emeritus, Urban Institute
Former Public Trustee, Social Security and Medicare Trust Funds

What I Wish I’d Known at 25: The Keys to Financial Planning

Ric Edelman
Founder and Executive Chairman, Edelman Financial Services

Funding Our Future: The Building Blocks of Retirement Policy

Ida Rademacher, Moderator
Vice President and Executive Director of the Financial Security Program, Aspen Institute

James Klein
President, American Benefits Council

Monique Morrissey
Economist, Economic Policy Institute

Kathleen Romig
Senior Policy Analyst, Center on Budget and Policy Priorities

Andrew Schreiner
Senior Vice President, Public Policy, Fidelity Investments