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Funding Longevity Task Force at The American College of Financial Services Announces New Members


Funding Longevity Task Force at The American College of Financial Services Announces New Members

PR Newswire

BRYN MAWR, Pa., July 31, 2018 /PRNewswire/ -- The Funding Longevity Task Force at the American College of Financial Services is pleased to announce that Pete Neuwirth, FSA, FCA, and Barbara Stucki, PhD, have joined in the group's mission to bring rigor to the study of housing wealth in retirement income planning. Pete is retired from Willis Towers Watson with over 35 years of experience as a retirement consultant with major employee benefits consulting firms. Since then, he has specialized in Financial Wellness research with a particular focus on the effective use of home equity to provide retirement income. Pete earned a B.A. in mathematics and linguistics from Harvard College and is a Fellow of both the Society of Actuaries and the Conference of Consulting Actuaries. He served on the program oversight group for the SOA's recent White Paper on "Optimizing Retirement Income by Integrating Retirement Plans, IRAs and Home Equity." He co-authored, with Charter Task Force Member Barry Sacks, PhD, JD, the "Rule of 30."

Pete Neuwirth

Dr. Stucki is a renowned advocate for responsible lending in the HECM space, as well as an expert in aging issues. She earned her doctorate at Northwestern University in Anthropology with a focus on Gerontology. A Fulbright Scholar, Dr. Stucki authored "Use Your Home to Stay at Home" for the Home Equity Initiatives at the National Council on Aging. She developed and implemented the FIT protocol for HECM counseling and has provided expert testimony for organizations such as the U.S Senate Special Committee on Aging, the Federal Reserve Board, and ERISA Advisory Council.

Founder and Chair of the Task Force, Shelley Giordano stated, "We are honored that Pete and Dr. Stucki have agreed to contribute their expertise to our mission. Their stature in their respective fields helps us continue to improve our outreach to the financial services community as well as the vast middle market of American retirees who could benefit from the strategic use of their home equity." Professor Jamie Hopkins, MBA, JD, Director of the New York Life Center for Retirement Income at the American College of Financial Services concurs, "Their contributions to this group will ensure that the Task Force continues to be an innovative resource in the financial services profession."

The Task Force recently co-sponsored the Housing Wealth in Retirement Symposium with the Bi-Partisan Policy Center in Washington, DC. Professor Hopkins notes, "The interest among financial services firms in exploring the appropriate use of home equity in retirement as a result of the meeting has been unprecedented."

About The American College of Financial Services
The American College of Financial Services was founded in 1927 and is the nation's largest non-profit educational institution devoted to financial services. Holding the highest level of academic accreditation, The College offers prestigious financial planning designations such as the Retirement Income Certified Professional® (RICP®), Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), Wealth Management Certified Professional® (WMCP®) and education leading to the Certified Financial Planner™ (CFP®) certification. The College's faculty represents some of the foremost thought leaders of the financial services profession.  For more information, visit


Dr. Barbara Stucki

The American College of Financial Services logo (PRNewsfoto/The American College)

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