Investments & Wealth Strategy Forum 2023 - New York City

Speaker & Session Information















Why Health and Wealth are Two Sides of the Same Coin

Headshot of Surya Kolluri

Presented by
Surya P. Kolluri

Head of the TIAA Institute, a think-tank within TIAA

November 30, 2023
8:00 - 9:00 a.m.     

We’ve reached a milestone that throughout the history of humanity has been unimaginable: The prospect of growing old is becoming the norm. That means, however, there’s a growing threat that people will run out of money in retirement. As financial advisors help clients guard against longevity risk, the advisors must also realize that it’s just as important to know about someone’s physical health condition as it is to know about the health of their retirement savings accounts. They feed into each other, and they’re both essential for longevity fitness.

Learning Objectives:
  • Reframe how clients plan for retirement to guard against longevity risk
  • Consider sources of lifetime income, such as annuities
  • Help clients consider the holistic elements that go into longevity fitness, such as the intersection where strong social connections meet up with plans for our financial future

Speaker Bio

Surya P. Kolluri
Head of the TIAA Institute, a think-tank within TIAA

Surya P. Kolluri is a leader in retirement research and healthy aging who heads up the TIAA Institute, a think tank that does groundbreaking work in the areas of financial literacy, longevity literacy, lifetime income, retirement plan design and behavioral finance in the context of retirement. Before joining the TIAA Institute, Kolluri worked at Bank of America, where he was managing director of the Retirement Research and Insights team. Before that, he worked in corporate strategy consulting at A.T. Kearney and Bain & Company. He’s an advisor to the Wharton Social Impact Investing Initiative and sits on the boards of the Wharton Pension Research Council and the Massachusetts/New Hampshire chapter of the Alzheimer’s Association. Kolluri is frequently quoted in national media outlets, and he often speaks at high-profile events, such as the World Economic Forum, the White House Conference on Aging and the Tokyo G20 Summit on Aging and Financial Inclusion.

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