The rising life expectancy in the Western World changes the way people live, save, spend, retire, and pass their wealth to the next generations. This phenomenon requires the financial sector to change its approach to aging and longevity across multiple dimensions. These dimensions include longevity financing, retirement and end-of-life planning, utilization of rights, late-life employment, liquidity, legacy and many additional aspects of an aging society.
On one hand, longevity creates opportunities for “healthy aging” long after leaving the labor market. On the other hand, longevity brings about many new risks, including a longer wealth de-accumulation period and, potentially, longer periods of economic dependence.
Our Financial Longevity Leadership Program, therefore, helps you understand how the future of longevity affects today’s financial sector. The course will provide you with the tools for better decision-making on behalf of your organization and your clients. Our novel program combines insights from academic research, best practices as they are deployed in the field, and the innovation of entrepreneurs who are active in finding novel solutions to the challenges of an aging world.
This program is intended for…
Investors, FinTech entrepreneurs, product, marketing and strategy directors, innovation professionals, financial advisors, researchers, and executives in innovation centres, VCs and financial regulators.
What will you learn?
In this 12.0-hours program, you will:
⇒Understand the recent trends in aging and longevity around the world
⇒Learn about the distribution of wealth across the generations and the new meaning of risk in the era of longevity
⇒Be aware of the ways in which the financial industry can better serve older adults in the FinTech age
⇒Learn about the four elements of financial longevity – Protection, Retirement and end-of-life planning, longevity financing and utilization of rights
⇒Understand the untapped opportunities that Fintech provides for aging adults and their families
⇒Learn about the existing banking and Fintech solutions that cater to multi-generational families
⇒Understand the typologies of scams and fraud against older adults
⇒Meet and network with others from the financial sector who care about better serving older adults through FinTech.
Option I: 100% live online
Option II: weekly recordings for those who cannit attend the live sessions.
Duration: 8 weekly modules of 90 minutes each, including 15 minutes of Q & A and 1-2 hours of reading in between the sessions.
Cost: 1995 USD per person (+VAT for participants from Israel). We offer a special discount for groups (speak with us about group discounts by using this link).
Certification of Completion by FinTech for Longevity will be provided to the participants upon the completion of the six modules and successfully passing a short online quiz following the last module.
Schedule: The live sessions will start at 08:30 PST/11:30 am ET/5:30 CET and last 90 minutes. Those who cannot or prefer not to attend the live sessions will be provided with recordings of the sessions.
The final times of the live session depend on the location of the majority of the participants.
Dr Ira Sobel is the founder of FinTech for Longevity, a research and consulting platform helping the financial sector be well prepared for the demographic trend of aging. Dr Sobel is an expert in the economics of aging with a particular focus on the role of Fintech in improving the financial well-being of mid-life and older adults. In 2020, Dr Sobel joined a working group at the World Economic Forum on “Redefining Retirement” and she is the Head of the Financial innovation for Aging and Longevity Forum. Her academic research deals with the effect of retirement and changing health on the economic outcomes of households within different pension and healthcare systems. From 2008 to 2019, she served as a non-executive director to numerous public companies in Israel including the bank of Jerusalem and worked previously as an accountant at KPMG.
Prof. Yigal Newman is the head of the Fintech program at the Hebrew University Business School in Israel, where he teaches Fintech and Finance to graduate students and lecturers in executive education courses. He is also a founding partner at Hashahar Financial Consulting, advising the firm’s clients on various Fintech, financial markets, asset management and wealth management topics. Additionally, he publishes a weekly column at TheMarker, Israel’s leading economic daily. Previously, Prof. Newman worked as a Chief Investment Officer at a $1B Los-Angeles-based RIA and as a Portfolio Manager at a US hedge fund. He holds various US securities registrations, including Series 7 (Registered Representative) and Series 7 (commodities and futures). Prof. Newman has a PhD in Finance from Stanford University Business School.
Have a question about the course? Not sure it’s for you? speak with us by using this link.
For more information and corporate training please send us an email to