Financial and Life Planning Resource Directory
Sponsored by
The Association for Integrative Financial and Life Planning
and The Life Planning Network
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Expertise
Expertise: Scholars, researchers, educators
American Society on Aging
Active in: USA, International
833 Market Street, Suite 511, San Francisco, CA 94103
Telephone:415-974-9600 or 800-537-9728
Fax:415-974-0300
info@asaging.org
http://www.asaging.org/index.cfm
ASA supports the commitment and enhance the knowledge and skills of those seeking to improve the quality of life of older adults and their families. Its members are a multidisciplinary array of professionals concerned with the physical, emotional, social, economic and spiritual aspects of aging.
Boston College Center for Retirement Research
Active in: USA, International
Hovey House, 140 Commonwealth Ave., Chestnut Hill, MA 02467-3808
Telephone:617-552-1762
Fax:617-552-0191
crr@bc.edu
http://crr.bc.edu/index.php
The Center provides critical information to better understand the issues facing an aging population, mainly in four areas that affect a household's retirement income: 1) Social Security; 2) employer-sponsored pension plans; 3) household saving; and 4) labor market trends among older workers.
Basu, Somnath, Professor of Finance; Dirctor, California Institute of Finance
Designations: PhD
Active in: USA, International
Available for speaking
60 W. Olsen Rd. # 3500, Thousand Oaks, CA 91360
Telephone:805-493-3980
Cell phone:805-405-4448
Fax:805-493-3312
basus@verizon.net
www.agebander.com
Professor of Finance, California Lutheran University and Helsinki School of Economics. Has created innovative and proprietary software solutions for the personal financial & investment industry. Dr. Basu's AgeBander Model for Retirement Planning is being taught in CFP programs nationwide.
Center on Aging, Health & Humanities
Active in: DC,MD,VA
10225 Montgomery Avenue, Kensington, MD 20895
Telephone:202-895-0230
http://www.gwumc.edu/cahh/index.htm
The Center coordinates a major research program focused on creativity and aging, and houses the Creativity Discovery Corps.
Gerontological Society of America
Active in: USA
1220 L Street NW, Suite 901, Washington, DC 20005
Telephone:202-842-1275
Fax:202-842-1150
http://www.geron.org/
A professional society to promote scientific study of aging in both the biomedical and behavioral/social sciences.
International Federation on Ageing
Active in: International
Castleview Wichwood Towers (CWT), 351 Christie Street, Toronto, Ontario, M6G 3C3 Canada
Telephone:416-342-1655
Fax:416-392-4157
http://www.ifa-fiv.org/
An international non-governmental organization with a membership base of NGOs, the corporate sector, academia, government, and individuals, aiming at generating positive change for older people throughout the world.
MetLife Mature Market Institute
Active in: USA
http://www.metlife.com/mmi/
The Institute's mission is to provide objective research and focused thought leadership to render a vibrant portrait of growing older today.
National Academy on an Aging Society
Active in: USA
1220 L Street NW, Suite 901, Washington, DC 20005
Telephone:202-408-3375
Fax:202-842-1150
info@agingsociety.org
http://www.agingsociety.org/agingsociety/index.html
A non-partisan public policy institute, the Academy actively conducts and compiles research on issues related to population aging and provides information to the public, the press, policymakers, and the academic community.
National Bureau of Economic Research
Active in: USA, International
1050 Massachusetts Avenue, Cambridge, Massachusetts 02138-5398
Telephone:617-868-3900
Fax:617-868-2742
http://www.nber.org/
A private, nonprofit, nonpartisan research organization dedicated to promoting a greater understanding of how the economy works and committed to undertaking and disseminating unbiased economic research among public policymakers, business professionals, and the academic community.
National Institute on Aging
Active in: USA
Building 31, Room 5C27, 31 Center Drive, MSC 2292, Bethesda, MD 20892
Telephone:301-496-1752
Fax:301-496-1072
http://www.nia.nih.gov/
One of the U.S. National Institutes on Health, focusing on aging.
Nemzoff, Ruth
Active in: MA
Available for speaking
91 Pickwick Rd. Newton, MA 02465
Telephone:617-332-7060
Fax:617-332-9632
rnemzoff@brandeis.edu
http://www.ruthnemzoff.com
Resident Scholar Brandeis Women's Studies Research Center; Adjunct Assistant Professor, Bentley University; author and speaker on how to foster intergenerational conversations about money and assets or lack thereof.
Pension Research Council
Active in: USA, International
The Wharton School of the University of Pennsylvania, 3620 Locust Walk, 3000 Steinberg Hall–Dietrich Hall, Philadelphia, PA 19104-6302
Telephone:215-898-7620
Fax:215-573-3418
prc@wharton.upenn.edu
http://www.pensionresearchcouncil.org/
Pension Research Council sponsors interdisciplinary research on the entire range of private pension and social security programs, as well as related benefit plans in the United States and around the world.
Pew Research Center
Active in: USA
1615 L Street, NW Suite 700, Washington, DC 20036
Telephone:202-419-4300
Fax:202-419-4349
http://pewresearch.org/
The Pew Research Center is a nonpartisan 'fact tank' that provides information on the issues, attitudes and trends shaping America and the world. It does not take positions on policy issues.
Population Reference Bureau
Active in: USA, International
1875 Connecticut Avenue, NW, Suite 520, Washington, DC 20009-5728
Telephone:800-877-9881
Fax:202-328-3937
popref@prb.org
http://www.prb.org/
The Population Reference Bureau informs people around the world about population, health, and the environment, and empowers them to use that information to advance the well-being of current and future generations.
Sloan Center on Aging at Work
Active in: USA
Boston College, 140 Commonwealth Avenue, 3 Lake Street Bldg., Chestnut Hill, MA 02467
Telephone:617-552-9195
Fax:617-552-9202
age.work@bc.edu
http://agingandwork.bc.edu/template_index
A research center committed to: support research on aging and work in the 21st century; engaging the business community in flexible work options for older workers; affecting public discussion about aging and work; and providing information about flexible work options for older workers.
University of Michigan Retirement Research Center
Active in: USA
University of Michigan, P.O. Box 1248, Ann Arbor, MI 48104
Telephone:734-615-0422
Fax:734-615-2180
mrrc@isr.umich.edu
http://www.mrrc.isr.umich.edu/
MMRC promotes high-quality research on retirement and Social Security policy, communicates findings to the policy community and the public, enhances access to relevant research data, and helps to train new scholars.
Urban Institute
Active in: USA, International
2100 M Street, N.W., Washington, DC 20037
Telephone:202-833-7200
http://www.urban.org/
The Urban Institute is a nonpartisan organization that gathers data, conducts research, evaluates programs, offers technical assistance overseas, and educates Americans on social and economic issues in order to foster sound public policy and effective government.