Tag: retirement

Upcoming Events

Roadmaps to Retirement 2025

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Join us for Roadmaps to Retirement 2025: Global Lessons and Paths Ahead. This event will continue our discussion on strategies to improve retirement security at the retirement system level. The roundtable discussion will focus on the private retirement savings landscape in the US and how it compares to countries such as the United Kingdom and Australia. The roundtable will address both retirement savings accumulation and retirement income options, current policies and regulations, and future goals. 

Ahead of the roundtable discussion, we will be hosting a networking lunch! It is free to attend, but you must select in-person attendance WITH lunch when registering via Eventbrite. 

Event Details

Date and Time:

Wednesday, September 17, 2025

1:00 – 3:30 p.m. CT
*Optional networking lunch from 12:00 – 1:00 p.m. CT

Location: Tom and Ruth Harkin Center (2800 University Ave., Des Moines, IA 50311) and Zoom Livestream

Cost: Free!

Accommodations: 

American Sign Language and live-captioning (CART) in English will be provided for all attendees. Additional accommodation requests can be requested by emailing harkininstitute@drake.edu. 

Register Now

Upcoming Events

April 30 | Harkin Retirement Security Symposium 2024

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Register now for the Tuesday, April 30th event!

Whether you’re budgeting for the present or planning for your retirement, managing your finances can be an overwhelming task. That’s why The Harkin Institute chose “Navigating the Journey to Financial Wellness” as the theme for this year’s Harkin Retirement Security Symposium. The event will bring together advocacy and community organizations, government agencies, and private companies and their foundations that work on financial wellness and retirement security. The symposium will provide a forum to discuss the most pressing challenges and find collaborative opportunities to address documented financial wellness needs and their relationship to retirement security, with an emphasis on vulnerable populations.

Agenda

8:30 AM Registration/Breakfast

9:00 AM Opening Remarks, Matthew Reed, Executive Director & Rayna Stoycheva, Retirement Security Policy Director

9:10 – 9:40 AM Morning Keynote, Adam Carroll

9:45 – 10:45 AM Financial education curriculum and best practices

Moderator: Stephanie Wager, Iowa Department of Education

  • Jennifer Anderson, University of Northern Iowa
  • Suzanne Bartholomae, Iowa State Extension
  • Ryan Osborn, Junior Achievement
  • Amanda Volz, NextGen

11:00 – 11:40 AM FINRA Achieving and measuring financial capability

11:45 AM – 12:30 Lunch Keynote Discussion, Mark Miller, Retirement Reboot (moderated by Chris Ferrell, Minnesota Public Radio)

12:30-1:30 Lunch & Visit Fair Exhibits

  • Stream fraud videos from Iowa Department of Insurance and Financial Services  

1:30-2:30 PM Financial wellness for vulnerable populations

Moderator: Jo Christine Miles, Principal Foundation

  • Angela Fontes, Financial Health Network
  • Ena Babic Barnes, Iowa Credit Union Foundation
  • Joy Esposito, Evelyn K. Davis Center Director
  • Kelli Soyer, United Way of Iowa

2:35-3:00 pm Featured Presentation: ABLE accounts, Iowa Treasurer of State

3:10 -4:10 PM Medicare choice & managing health care costs in retirement

  • Kristin Griffith, Iowa SHIIP Director
  • Josh Pearson, THI Senior Fellow
  • Iowa AARP, Brad Anderson
  • Medicare Rights Center

4:15 PM Closing Remarks