Cognitive decline is often signaled first in a checkbook, not the clinic

Wednesday, September 16
1:00 PM - 2:00 PM CDT
  • Surya Kolluri

    Panelist:

    Surya Kolluri

    Senior Vice President, Head of

    TIAA Institute

  • Marti DiLiema

    Panelist:

    Marti DiLiema

    Gerontologist and Assistant Professor

    University of Minnesota School of Social Work

  • Colin M. Pierce, CFP ®, CRPC ®

    Moderator:

    Colin M. Pierce, CFP ®, CRPC ®

    Senior Managing Director, Head of Healthcare Practice

    TIAA Retirement Solutions

Financial instability can predict a patient’s recovery as powerfully as medication adherence. Healthcare organizations rarely treat it that way.

Financial well-being is not adjacent to patient care. It is embedded in it. A serious illness or a forced early retirement can set off a cascade of financial consequences that lasts decades, and financial strain and poor health reinforce one another in both directions.

At the intersection sits a growing crisis. Cognitive decline leaves older adults exposed to a scam epidemic supercharged by AI, and the first evidence of that decline often appears in a checkbook rather than a clinic.

This Sept. 16 panel brings together a University of Minnesota gerontologist and retirement and financial wellness executives to unpack the bidirectional relationship between health and wealth, what it means for clinical care and what it demands of leaders responsible for both patients and an aging workforce.

Attendees will learn:

  • How financial instability and poor health reinforce one another, especially for lower-income and hourly workers
  • Why financial mismanagement can signal cognitive decline, and what that means for clinical care
  • How scams built with AI are increasing fraud risk for older adults
  • One practical step healthcare leaders can take in the next 90 days to integrate financial well-being into care

©2026 Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, New York, NY

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