Shownotes
In this episode of Wine and Dime, welcome back Tina Kilroy and Sarah Holden. If you don’t recall, Tina and Sarah work for the Investment Company Institute(ICI), and specialize in retirement planning and 401k education. It seems that everyone always talks about the “Baby Boomer”, and “Millennial”, but what about Gen X, or what I like to call them, the forgotten generation. But now with that generation in the 40’s and 50’s, retirement planning is a very pressing topic. Join us, as we discuss how to stay on track with your retirement goals! Also, be sure to check out the ICI website for countless resources to help you make educated discussions when it comes to retirement an investments. So sit on back, pop open a bottle of your favorite vino and enjoy this conversation!
Links:
ARTICLE MENTIONED IN THE EPISODE
GEN X, GETTING TO KNOW THEM PDF
Biography
Sarah Holden is Senior Director of Retirement& Investor Research at the Investment Company Institute (ICI), the leading association representing regulated funds globally, including US mutual funds and exchange-traded funds (ETFs). Sarah has a PhD in economics and has studied retirement trends and policy, as well as the behavior of investors, for decades. She uses humor and plain English to make retirement and investment concepts clear.
Christina“Tina”Kilroy is vice president of the ICI Education Foundation (ICIEF), leading the efforts of the Investment Company Institute to develop and deepen investor education resources and to partner with ICI members and other organizations to enhance financial literacy. Tina has a great understanding of the best financial education resources available, and can offer listeners insights based on their needs.
About the Investment Company Institute Education Foundation
Formed in 1989, the ICI Education Foundation (ICIEF) is the educational affiliate of the Investment Company Institute, the leading global association of regulated funds. ICIEF partners with government agencies and other nonprofit organizations to develop, deliver, and promote investment education programs to a variety of specific audiences. The foundation also participates in financial education advocacy coalitions, conferences, and initiatives that promote saving and investing nationwide.
Since 2010, ICIEF has partnered with Junior Achievement of Greater Washington (JA) through its Finance Park program for middle-school students. ICIEF’s contribution includes an educational exhibit and interactive game at Finance Park locations in Fairfax County, VA, and in Montgomery County and Prince George’s County, MD. Learn more about ICIEF’s partnership with JA.
For more information about ICIEF, please contact Tina Kilroy, vice president, or Mike McNamee, president, and follow ICIEF on Twitter, Facebook, and LinkedIn.
THIS EPISODE WAS PRESENTED BY
Amy Irvine
AND IN COLLABORATION WITH
The Seneca Lake Wine Trail
