Investments & Wealth Strategy Forum 2023 - New York City

Speaker & Session Information















Laying the Foundation for Today’s Advisors To Be Tomorrow’s Longevity Planners 

Joseph Coughlin

Presented by
Joseph Coughlin, PhD

Director, Massachusetts Institute of Technology AgeLab

November 29, 2023
1:15 - 2:15 p.m.     

In this presentation, Joe Coughlin, PhD, will explore the need for a new type of financial advice that considers the challenges and uncertainties of longer life. The traditional approach to financial planning focused on helping people save enough money to retire comfortably. However, with people living longer and healthier lives, this approach is no longer sufficient. Longevity planning needs to go beyond financial and investment planning to address a wider range of issues, such as health care, housing, transportation, and social engagement.

He will discuss how advisors can adapt to meet the needs of the new longevity client. This includes developing new ways to assess clients' financial needs, providing advice on a wider range of topics, and using technology to make the planning process more efficient.

Learning objectives:

  • Compare and contrast the traditional approach to financial planning with longevity planning
  • Discover longevity planning strategies 
  • Identify ways you can adapt your practice to meet the needs of the new longevity client

Speaker Bio

Joseph Coughlin, PhD
Director, Massachusetts Institute of Technology AgeLab

Joseph F. Coughlin, PhD is Director of the Massachusetts Institute of Technology AgeLab. He teaches in MIT's Department of Urban Studies & Planning and the Sloan School's Advanced Management Program. Coughlin conducts research on the impact of global demographic change and technology trends on consumer behavior and business strategy. He advises a wide variety of global firms in financial services, healthcare, leisure and travel, luxury goods, real estate, retail, technology, and transportation. Coughlin has served on advisory boards for firms such as Bell Canada, British Telecom, Daimler, Fidelity Investments and Sanofi-Aventis. He was appointed by President George W. Bush to the White House Advisory Committee on Aging and by Governor Charlie Baker to the Governor’s Council on Aging in Massachusetts where he co-chaired the Innovation & Technology Subcommittee. A Behavioral Sciences Fellow of the Gerontological Society of America and a Fellow of Switzerland’s World Demographics & Ageing Forum, Coughlin is a Senior Contributor to Forbes and writes regularly for MarketWatch and the Wall Street Journal. He was named by Fast Company Magazine as one the ‘100 Most Creative in Business’ and by the Wall Street Journal as inventing the future of retirement. Recently, Coughlin was recognized as one of 15 World Minds by the Zurich-based World Minds, a select community of global leaders in science, arts and business. His recent book, The Longevity Economy: Inside the World's Fastest Growing, Most Misunderstood Market (Public Affairs, 2017), is one of CEO READ’s Business Bestsellers.

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