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Friday, August 21st
11am EDT

Visualizing Uncertainty in Retirement Planning

Webinar will be recorded if you can't make it.
Episode Description: 
 
With the goal of educating people and encouraging them to plan for their golden years, many online retirement planning experiences feature retirement income and goal forecasts. Forecasts, however, are by definition uncertain, and how plan managers deal with and communicate that uncertainty varies. 

Join Michael Novak and Matt Stuehler from Cantina’s Financial Services Practice as they discuss the concept of uncertainty in retirement planning experiences. In this webinar, you will learn about:

  • What are the different ways providers communicate this uncertainty?
  • What should people know about forecasts and visuals that they may not understand today?
  • Are there examples in other facets of life that we might learn from and apply when it comes to retirement planning?

To support the discussion, they’ll present the results of a Cantina employee poll on their online retirement experience, and will open up questions to attendees.

Want to learn more about Cantina or have questions about this webinar? Get in touch at hello@cantina.co.

Speakers

michael-novak

MICHAEL NOVAK

Principal at Cantina

Since 2001, Michael operated Results Imperative along with Matt Stuehler, developing informative decision-making solutions for the financial services industry. In May of 2018, Cantina acquired the company to advance its expertise in data visualization and the design and development of interactive financial planning and retirement readiness tools. As a Principal at Cantina, he helps clients in the financial services industry to develop leading solutions for their stakeholders. In his 22 years of industry experience, he's worked with such clients as John Hancock, Fidelity, and Putnam Investments.

matt-stuehler

MATT STUEHLER

Principal at Cantina

Matt has been bridging the gap between technology and design for more than 25 years, most recently through his work at Results Imperative which was acquired by Cantina in 2018. As a Principal at Cantina, he focuses on explaining financial concepts using data visualization, and building tools and applications to help investors make smart, well-informed decisions. In the course of his career, he's had the pleasure of working with some of the largest, well-known financial services companies including Putnam Investments, Fidelity, John Hancock, Merrill Lynch, and Vanguard.

Past Episodes

Episode 1: Best Practices in Remote Work

COVID-19 requires companies to rethink working remotely. At Cantina, we commonly use offsite work for delivering quality services to our clients and we have insights to share.

 

 

Episode 2: Best Practices in Prototyping

A prototype can be almost anything, from a series of paper sketches to a pixel-perfect app. So, when do we introduce prototypes to the design process? At Cantina, we commonly use strategic prototyping and we have insights to share.

 

 

Episode 3: Facilitating Remote Workshops

In the age of COVID, many of our clients and readers have asked us for insights into our strategies for remote work. This week, we explore how we developed a way to conduct team-based workshops.

 

 

Episode 4: COVID-19 & a Shift Toward Agile Talent Development

With COVID-19, all eyes are on safety and security—at the individual level, in our work lives, and in our public institutions. How does a financial services company like Sun Life Financial respond to the demand for products and services that protect personal health and wellbeing? How do they prepare employees to meet customer needs quickly and efficiently?

 

 

Episode 5: Dissecting Human-centered Design in a Virtual World

With COVID-19 pushing a remote and virtual world, many questions have come to the forefront on whether or not human-centered design can still exist as it has traditionally for the past few decades. How have the pivots to technologies captured all of the minutiae that occurs when human-centered design happens in person? Can mindsets still be learned and utilized such as having a bias towards action or radical collaboration? While there might be some deficiencies in the process in a virtual world, have there been any gains? Innovators and design thinkers always face pressure to speed it up! However, maybe it’s time for us to slow it down.

 

 

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Tell The Reader More

The headline and subheader tells us what you're offering, and the form header closes the deal. Over here you can explain why your offer is so great it's worth filling out a form for.

Remember:

  • Bullets are great
  • For spelling out benefits and
  • Turning visitors into leads.