Archive for Retirement Coaching

Steve Vernon, FSA, MAAA – Research Scholar, Stanford Center on Longevity

Steve Vernon, FSA, is a Research Scholar at the Stanford Center on Longevity, and is President of Rest-of-Life Communications.

 
Passion/Expertise

Steve Vernon shares practical strategies and ideas for enhancing finances, health, and lifestyle for the “rest-of-life” life phase, also known as retirement. With an effective mix of humor, stories, video clips, pictures, music, and cold hard actuarial analysis, he provides hope for working Americans with pervasive fear and anxiety about retirement.

Steve is one of the most sought-after retirement experts in the country due to his surprising and inspiring insights. He is quoted frequently in such publications as The Wall Street Journal, New York Times, Los Angeles Times, USAToday, BusinessWeek, Fortune Magazine, Kiplinger’s, and Money Magazine. He also writes occasional columns for Retirement Weekly.

Position/Experience

In both of his roles as Research Scholar at the Stanford Center on Longevity and as the President of Rest-of-Life Communications, Steve is active with research, writing, and speaking on the most challenging issues facing retirees today, including finance, health, and lifestyle. For more than 35 years, he has helped Fortune 1000 employers design, manage and communicate their retirement programs.

Steve Vernon is active with research, writing, and speaking on the most challenging issues facing retirees today, including finance, health, and lifestyle. His clients at Rest-of-Life Communications have included AARP, Merrill Lynch, the International Foundation of Employee Benefit Plans, Weyerhaeuser, the Royal Bank of Canada, Sempra Energy, USC and Esterline Corporation. While at Watson Wyatt, his clients included Lockheed Martin, Northrop Grumman, Chevron, Unocal, Teledyne Technologies, Times Mirror, City of Los Angeles, H.F. Ahmanson & Company (Home Savings), Nordstrom and RAND Corporation.

Steve retired as a Vice President from Watson Wyatt in 2006, after a 25-year career, and consulted to Mercer from 2010 to 2012. He currently serves as a member of the Institutional Retirement Income Council (IRIC). He is a Fellow in the Society of Actuaries, and a Member of the American Academy of Actuaries. He graduated Summa Cum Laude from the University of California, Irvine, with a double major in mathematics and social science.

Publications and Presentations by Steve Vernon, FSA

Steve writes a twice-weekly blog column on retirement strategies for CBS MoneyWatch, and has authored six books on retirement planning. His most recent book is Retirement Game-Changers: Strategies for a Healthy, Financially Secure, and Fulfilling Long Life, released in July 2018.

He is an experienced speaker with over 300 presentations, keynote addresses and workshops on his books Don’t Work Forever!, Live Long & Prosper!, and Recession-Proof Your Retirement Years (scroll down) as well as his DVD/workbook package The Quest for Long Life, Health and Prosperity. He has addressed audiences all over North America, ranging from professional conferences, lunch/dinner clubs, women’s executive organizations, employee groups, union organizations and executive retreats. Audience sizes have ranged from 20 to over 1,000.

Steve’s recent papers and reports include:

  • Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity: A Framework for Evaluating Retirement Income Decisions, Stanford Center on Longevity
  • The MORE Design: Integrating Psychological Science and Behavioral Economics to Engineer Better Outcomes with Human Resource, Benefits, and Retirement Program, Stanford Center on Longevity
  • Retirement Income Programs: The Next Step in the Transition from DB to DC Retirement Plans, Journal of Retirement
  • A Portfolio Approach to Retirement Income Security, Journal of Retirement
  • The Decision to Retire: Research-Based Recommendations for Individuals and Employers, Stanford Center on Longevity
  • Optimizing Retirement Income Solutions in DC Retirement Plans: A Framework for Building Retirement Income Portfolios, Stanford Center on Longevity
  • The Next Evolution in Defined Contribution Retirement Plans: A Guide for DC Plan Sponsors to Implementing Retirement Income Programs, Stanford Center on Longevity
  • Foundations in Research for Regulatory Guidelines for the Design & Operation of Retirement Income Solutions in DC Plans, Stanford Center on Longevity
  • Retirement Income in DC Plans: The Next Evolution in Plan Design, Benefits Magazine
  • The Role of Annuities in Retirement, Journal of Retirement

Steve produces unbiased, trusted information and strategies to help working people prepare for their retirement years. His latest books are available on Amazon at the links below:

Retirement Game-Changers: Strategies for a Healthy, Financially Secure, and Fulfilling Long Life

Plan for the 21st century retirement! We face game-changing challenges in our retirement years, including longer lives than our parents and grandparents, the demise of traditional pension and retiree health plans, periodic stock market crashes that can derail our retirement, and sky-high medical and long-term care costs.
Retirement Game-Changers helps navigate these challenges in the transition from work life into retirement.

Recession-Proof Your Retirement Years: Simple Retirement Planning Strategies That Work Through Thick or Thin.

This retirement planning guidebook provides an easy-to-follow, step-by-step program for planning your retirement years. It will show you how to survive future downturns, so that you can focus on enjoying your rest-of-life.
Covers retirement planning holistically, discussing strategies for Social Security benefits, and much more.

Money for Life: Turn Your IRA and 401(k) Into a Lifetime Retirement Paycheck

This book addresses the concerns of a wide range of people who are planning their retirement and hoping to create a retirement income from their retirement savings. With the demise of traditional pension plans, this is a significant and important challenge as boomers approach retirement years.
Many are now on their own to generate a reliable, lifetime retirement income. Money for Life provides unbiased help.

Steve also published these three books with John Wiley & Sons, also available at Amazon at the links below:

Live Long and Prosper: Invest in Your Happiness, Health and Wealth for Retirement and Beyond
In Live Long and Prosper!, Steve Vernon unveils a new way of thinking that will truly help you live a more happy, healthy, and prosperous life. Based on the latest research and planning strategies typically reserved for large corporations, it will help you answer these important questions:
* Do you have enough money to retire?
… and much more!

“For this next phase of my life, I want to use my skills and life experience to help people with important life planning – to help them live long and prosper!”

Employee Benefits: Valuation, Analysis and Strategies (Employee Benefits Human Resources Library)
Not intended as an actuarial textbook but as a reference for human resource and financial managers, consultants and actuaries, auditors and accountants, and attorneys. In 17 chapters, coverage encompasses benefit program design strategies, employer tax and payment issues, nondiscrimination requirements, the role of employee benefits in corporate change, and various other analysis strategies and requirements topics.

Don’t Work Forever!: Simple Steps Baby Boomers Must Take to Ever Retire
Attention Baby Boomers: Who would have thought it’s time for us to start planning for retirement? Not convinced? Take this simple quiz:
Do you miss David Letterman because you can’t stay up that late?
Ladies, are some of the men you find attractive bald? Men, do some of the women you find attractive have a few gray hairs?
Do you wear relaxed fit clothes?
Do you eat “lite” foods? Read on!

Education/Affiliations

Steve graduated Summa Cum Laude from the University of California, Irvine with a double major in Mathematics and Social Science, and is a member of Phi Beta Kappa.
Steve serves on relevant committees for the Society of Actuaries:

  • Committee for Post-Retirement Needs and Risks
  • Task force for Individual Post-Retirement Financial Strategies
  • Task force for Segmenting the Middle Market: Retirement Risks and Solutions
Testimonials

“What’s different about Steve is that he understands people — not just plans and financial issues and numbers. He knows human nature and is empathetic to people. So when he talks to you, he really talks to you. You get the message. It’s his understanding that makes him such a great communicator.”

Glenn Bonci, Principal, The Adobe Group, and Programs Director, Northwest Compensation Forum

“I heard Steve Vernon speak at a dinner sponsored by Watson Wyatt. Steve’s approach is particularly sensitive, honest, needed, and upbeat. He does not simply dwell on “growing money for a comfortable retirement,” as most gurus tend to do. Instead he offers a realistic blueprint that links living a fulfilled and healthy life to planning sensibly for whatever the future may bring. I, for one, want to pursue retirement Steve’s way!”

Lois A. Vitt, Ph.D, Chair and Founding Director, Institute for Socio-Financial Studies, and Editor-in-Chief, Encyclopedia of Retirement and Finance

“Steve was the luncheon speaker for our annual chapter conference of the Western Pension and Benefits Conference. His insights were very valuable because they focused equally on both work and life issues. Steve’s presentation caused me to think carefully about personal values and career choices that face all of us. He speaks with conviction regarding topics that he has obviously deeply contemplated.”

Jay Marran, Merrill Lynch. Financial planner and Chairman, Speakers Committee, Western Pension and Benefits Conference

When audiences are asked to use numeric ratings, Steve’s presentations and workshops consistently receive the highest ratings. Samples are available upon request. Sample feedback from Steve’s audience evaluation forms:

· “Great way to start the conference, it opened the mind… “
· “Wonderful presentation, very appropriate, now I hope everyone else listens…”
· “Very good! One of the very best.”
· “Excellent speaker. Engaging and inspiring. I feel motivated to begin pursuing a healthier lifestyle.”
· “Would go to his session again!”
· “Excellent info/thought provoking/clear speaking, very relevant personally.”
· “A lot of terrific information presented in a way that’s easy to understand.”
· “Very practical, full of wisdom.”
· “Awesome! Very informative!”
· “Very good. He opened my eyes to good health as playing a part in my retirement planning.”
· “Very clear and positive. Impressed with the way he connects the whole retirement picture. “
· “His comments are very timely.”


Have Steve Vernon, FSA speak at your event!

Steve Vernon, FSA is one of many experienced speakers and keynote presenters on a variety of topics for your retirement professional development or consumer group.

Inquire here about having Steve Vernon speak at your conference or event!

Learn more about all Retirement Speakers Bureau presenters to find the one that’s best for your event.


Retirement Resource Center webinar courses available from Steve Vernon


Plan for the 21st Century Retirement – Steve Vernon

Older workers face a series of critical decisions as they transition from the workforce into retirement.

These decisions include deciding when to retire, whether to work part-time, when to claim Social Security, how to deploy savings in retirement, selecting medical insurance, protecting against the risk of long-term care, where to live, how to enhance your health and longevity, and nurturing your social portfolio.

All these decisions are influenced by behavioral economics factors. Retirement professionals are ideally positioned to help their clients navigate these decisions.


How to “Pensionize” Any IRA or 401(k) Plan – Steve Vernon

This webinar introduces the Spend Safely in Retirement Strategy, which is a straightforward method for middle-income workers to generate reliable, lifetime retirement income from any IRA or 401(k) plan.

This project analyzed and compared 292 retirement income strategies, using stochastic forecasts and efficient frontiers, powerful analytical techniques that large defined benefit plans use to devise funding and investment strategies.

Retirement Insight and TrendsVisit Retirement Insight and Trends, InFRE’s quarterly newsletter for retirement professionals, for a summary article of this 2018 presentation.


Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans – Steve Vernon, Wade Pfau

Learn how recent Society of Actuaries research can be applied to retirement income options and investing decisions for DC plan sponsors, participants and consumers.

This presentation highlights conclusions from a four-phase research project sponsored by the Society of Actuaries (SOA) and the Stanford Center on Longevity. It illustrates an analytical framework for evaluating retirement income generators (RIGs) that could be offered in defined contribution retirement plans, and how to use a diversified portfolio approach for developing retirement income strategies.

Retirement Insight and TrendsVisit Retirement Insight and Trends, InFRE’s quarterly newsletter for retirement professionals, for a summary article of this 2017 presentation.


Money for Life: Help your plan participants avoid going broke in retirement – Steve Vernon

There is a cultural shift that taking place in DB Plans today regarding employee retirement income and the roles that played in helping employees successfully transition to retirement using their DC savings.

People with a DC plan as their primary saving vehicle have not only the personal responsibility of funding their retirement, but they are at risk of running out of money.
People need to take important planning steps to secure their future retirement income. Employers need to do more with plan design and education to help employees generate retirement income from their defined contribution savings.

Retirement Insight and TrendsVisit Retirement Insight and Trends, InFRE’s quarterly newsletter for retirement professionals, for a summary article of this 2018 presentation.

Retirement Insight and Trends The Retirement Resource Center YouTube channel features short clips of presentatations by many of our speakers. Please visit Retirement Resource Center YouTube channel to view a short clip of this presentation.

Read the Key Retirement Takeaways by Steve Vernon from “How to “Pensionize” Any IRA or 401(k) Plan”:
 

#retirementincome #stevevernon #retirementresourcecenter #keyretirementtakeaways
@retirementrectr Instagram, Facebook, Twitter, LinkedIn

Posted in: Lifetime Income, PLAN for Retirement Readiness, PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Coaching, Retirement Distributions, Retirement Spending, Speakers for Consumer Events, Speakers for Retirement Professional Development

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Blaine Aikin, AIFA®, CFA, CFP® – Fiduciary Responsibility Expert

Blaine Aikin, AIFA®, CFA, CFP®, Executive Chairman of Fi360, Inc. and serves as the current Chair of the Board of Directors of the CFP Board of Standards.

Blaine Aikin, AIFA®, CFA, CFP®

Blaine Aikin, AIFA®, CFA, CFP® is the Chief Executive Officer of fi360. Fi360 is a national and international leader in the field of investment fiduciary responsibility, providing training, Web-based analytical tools, and resources for those who manage money on behalf of others.

Passion/Expertise
Blaine’s specialties include fiduciary responsibility, investment management, financial planning, public policy and management. His goal as Executive Chairman of fi360 is to assure that fi360 provides exceptional professional development programs, investment and business management tools, and business and industry thought leadership to improve the decision making of those who manage money on behalf of others. fi360 seeks to promote a culture of fiduciary responsibility to align the interests of investors and investment professionals.

Position/Experience
After receiving his Master of Public Management and Policy degree, Blaine was selected for the prestigious Presidential Management Intern Program which involved management assignments in the U.S. Department of Treasury and the U.S. Senate. He subsequently served as Budget Officer for Prince William County, Virginia. Blaine then entered the private sector in professional financial management. He earned the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations and served as a principal and Chief Investment Officer of Allegiance Financial Advisors. After providing contract training and consulting services for PNC Financial Services Group, Blaine became a Senior Vice President and Director of Product Development and Management for PNC Advisors.

Memberships/Certifications
For several years, Blaine served as an adjunct faculty member of the College for Financial Planning; providing instruction in investment planning and other subjects leading to the Certified Financial Planner designation. Blaine received a Masters in Public Policy and Management from The Heinz School, Carnegie-Mellon University, and holds Accredited Investment Fiduciary Analyst (AIFA), Chartered Financial Analyst (CFA), and Certified Financial Planner (CFP) certifications.

Presentations/Publications/Awards
Blaine is the author of numerous articles on the subjects of fiduciary responsibility and investment management, and the author of the monthly Fiduciary Corner column in InvestmentNews magazine.



Have Blaine Aikin speak at your event!

Blaine Aikin is an experienced speaker and presenter with a wealth of knowledge on retirement planning and retirement income management.

Please contact us today via email or phone 847-686-0440 x102 if you would like to have Blaine or any of our other speakers present at your conference or appear at one of your events, or to receive a free voucher to view a sample of one of our speaker’s work.



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Posted in: PROVIDE Retirement Income, Retirement Coaching, Retirement Distributions

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Jodi DiCenzo, CFA, CPA – Behavioral Finance Expert

Jodi DiCenzo, CFA, CPA – Behavioral Finance Expert

Jodi DiCenzo, CFA, CPA – Behavioral Finance Expert

Jodi DiCenzo, CFA, CPA, Behavioral Finance Expert, is the founder of Behavioral Research Associates, LLC.

Passion/Expertise

Jodi DiCenzo, CFA, CPA, has over 25 years of experience in consulting financial service firms and brings a practical approach to applying academic behavioral research in real world contexts to help optimize individuals’ financial outcomes. Jodi also provides guidance to retirement systems adding defined contribution characteristics to their employee retirement plans.

Position/Experience

Jodi leads the Behavioral Research Associates, LLC, an applied behavioral research and consulting firm specializing in consumer financial decision making. Jodi founded the firm in 2006 after a four-year partnership with Shlomo Benartzi, Ph.D., one of the most recognized behavioral economic thought leaders.

Previously, Jodi was employed by Strong Financial Corporation, where she helped develop the Retirement Plan Services division from its inception in 1995. Before joining Strong in 1994, she was a Senior Manager at PricewaterhouseCoopers, LLC, where she specialized in providing audit and consulting services to financial service firms, employee benefit plans and publicly traded companies.


Behavioral Insights to Improve Retirement Security - Jodi DiCenzo, CFA, CPA - YouTube clip View brief YouTube clips from
Retirement Resource Center webinars
including Jodi DiCenzo’s

Behavioral Insights to Improve Retirement Security.


Publications

Jodi’s original research has appeared in BusinessWeek, Financial Planning Magazine, MarketWatch, The New York Times, The Wall Street Journal, and U.S. News and World Report.


Behavioral Insights to Improve Retirement Security - Jodi DiCenzo, CFA, CPA - Retirement InSight and Trends article Read a summary transcript of Jodi DiCenzo’s
presentation
Behavioral Insights to Improve Retirement Security in the 1st Qtr 2014 issue of
“Retirement Insight and Trends”.


Affiliations

Jodi is a member of The EBRI Defined Contribution Research Task Force, Plan Sponsor Council of America, The Employee Benefit Committee of the Illinois CPA Society, CFA Institute, CFA Chicago, and The Society for Judgment and Decision Making.



Have Jodi DiCenzo speak at your event!

Jodi DiCenzo is an experienced speaker and keynote presenter on topics pertaining to behavioral finance.

Please contact us today via email or phone 847-686-0440 x102 if you would like to have Jodi DiCenzo present at your conference or appear at one of your events, or to receive a free voucher to view a sample of one of our speaker’s work.



View other speakers on similar topics suitable for your Retirement Professional Development events:



Links
Find courses and products from Jodi DiCenzo at the Retirement Resource Center.

Posted in: Lifetime Income, PLAN for Retirement Readiness, PROTECT from Retirement Risks, Retirement Coaching

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Steven Shagrin, JD, CFP®, CRPC®, CRC®, RLP®, CMC – Lifelong Learning for Adults

Steven Shagrin, JD, CFP®, CRPC®, CRC®, RLP®, CMC - Experienced Retirement Presenter for Consumers

Steven Shagrin, JD, CFP®, CRPC®, CRC®, RLP®, CMC – Experienced Retirement Presenter for Consumers

Steven S. Shagrin, JD, CFP®, CRPC®, CRC®, RLP®, CMC, is President of Planning For Life, a holistic life transition, life planning and retirement education company.

Passion/Expertise:
Better known as “Shags,” Steven is dedicated to providing lifelong learning for adults of any age and at any life stage through his one-on-one meetings, small-group workshops, and distance-learning sessions. He is an experienced retirement presenter for consumers.

Position/Experience:
Steven has 25 years experience in retirement financial planning and modeling, and nearly 20 years as a financial consultant. Steven is also an attorney, Certified Financial Planner licensee, Chartered Retirement Planning Counselor®, Certified Retirement Counselor®, and an Enhanced Lifestyle Planner.

Education:
Steven received his B.B.A. from the University of Miami (FL) and his J.D. from Case Western Reserve University, with an emphasis in tax and estate planning.

Book(s)/Job Aides/Publication(s) Authored:
Steven is general editor of “Facts About Retiring in the United States” (H.W. Wilson, 2001) and author of “Managing My Life: Managing My Money” (Heart & Spirit, Inc., 2006).  He is a speaker on financial planning and investments at company-sponsored Pre-Retirement Seminars presented at General Electric, Halstead Industries, Babcock & Wilcox, Ford Motor Company, and others.

Steven also is a speaker for professional audiences on financial and life-planning topics to the Institute of Management Accountants, Internal Revenue Service/Youngs-town State Univ., Mahoning County Bar Association, American Society on Aging, the International Society for Retirement & Life Planning, the Association for Financial Counseling and Planning Education, the Financial Planning Association, the Garrett Planning Network, the Canadian Association of Pre-Retirement Planners, the National Association of Personal Financial Advisors, and others.

  • “Understanding Your Relationship With Money“:  Introductory talks being given to Bay Area organizations such as Rotary & other service clubs, special groups seeking speakers, and small businesses seeking an interesting program  for their employees.
  • “Understanding Your Clients’ Relationship With Money“:  A one-hour Continuing Education program for attorneys (CA), accountants, CFP® certificants, CLUs and ChFCs (Pace Credit).
  • Managing My Life — Managing My Money, an e-workbook for the multi-part Managing My Life personal improvement self-study workbook programs.
  • Facts About Retiring in the United States, General Editor of a 777-page book published December 2001 by The H.W. Wilson Company for reference departments and libraries.
  • “Your Retirement Matters” – a 12-week radio show in Phoenix, AZ and Providence, RI, featuring guests of national renown and expertise in the myriad facets of retirement and life planning, 1999.
  • “Keeping Fiscally Fit” – a column for Senior News, an independent newspaper with features for and about seniors, 1987-1995
  • The Metro Monthly, Youngstown, Ohio area’s “free press”; contributing author for a column on Investments and Retirement Planning, 1993-2005
  • “Financial Planning & Investment Choices”, Complete Retirement Workshop, Contributing Author to a publication of the Bureau of Business Practice Editorial Staff, Prentice Hall, June 1993.
  • “Pre-Retirement Planning: How to Develop a Workable Spreadsheet”, article prepared for Management Accounting magazine and talk presented to Akron &Youngstown Chapters, Institute of Management Accountants. Also an article published by the International Society for Retirement & Life Planning and presented to the Association for Financial Planning & Counseling Education Annual Conference, 2001.
  • “Estate and Financial Planning” – a 16-week course for employees of RMI Corp., Niles, Ohio — covering the topics of financial planning & investments.
    “Pre-Retirement Planning”, programs offered by General Motors Corp. to salary and hourly personnel — covering the topics of financial planning and investments.
  • Ask the Expert for local ABC affiliate station WYTV-33, Mondays on the Daybreak Show, May 2003-May 2004.
  • “Planning For Life” Radio Talk Show, Saturdays, 8 a.m., WHKW 1440 AM, May through Nov. 2003
  • “Planning For Life” Internet Radio Talk Show on VoiceAmerica.com from June through November, 2004


Have Steven Shagrin speak at your event!

Steven Shagrin is one of many experienced speakers and keynote presenters on a variety of topics for your retirement professional development or consumer group.

Please contact us today via email or phone 847-686-0440 x102 if you would like to have Steven Shagrin present at your conference or appear at one of your events, or to receive a free voucher to view a sample of one of our speaker’s work.



View other speakers on similar topics suitable for your Retirement Professional Development or National Consumer events:



Links

Find courses and products from Steven Shagrin at the Retirement Resource Center.

Posted in: PLAN for Retirement Readiness, Retirement Coaching

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John E. Nelson – Purposeful Retirement Advocate, Author & Coach

John E. Nelson – Purposeful Retirement Advocate, Author & Coach

John E. Nelson – Purposeful Retirement Advocate, Author & Coach

John E. Nelson is a nationally known writer and speaker on life stage planning, focusing on how people plan for better prosperity, health and happiness. He the author of “What Color Is Your Parachute – for Retirement” with Richard Bolles.

Passion/Expertise:
John started his career as a technical retirement plan consultant, when he realized that the technicalities of retirement planning did not always translate well to personal life planning. He embarked on earning at PhD at the University of Wisconsin where he was able to study with visionaries including Martin Seligman, University of Pennsylvania, and David Cooperrider, Case Western Reserve, to look at retirement in a different way.

John took all he was learning and developed the “Well-Being Model” as a practical and concrete model for helping future retirees allocate assets in their portfolios along with making life decisions such as where to live and how to find the ideal career. As John says, “I’ve been working to figure out a better way for us to plan the second half of life. Not just our careers and finances, but our lives.”

While the Well Being Model is based in theory, many organizations were able to immediately see the practical applications. It was adopted by the U.S. government as the underlying structure for an employee education program for all federal agencies. The Model also has been used by AARP and Fortune “100 Best Companies to Work For” employers and others to help structure their employee education programs.


Retirement Happiness: Planning for a Successful Transition  - John Nelson   - YouTube clip What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness - John Nelson   - YouTube clip

View YouTube clips from recent Retirement Resource Center webinars featuring presentations by John Nelson and other leading industry experts.


Position/Experience:
John continues his research on the “Well Being Model” as he works to complete his PhD at the University of Wisconsin, Madison, where he teaches courses in continuing studies such as “Retirement Happiness: Planning Your Next Stage of Life”. He travels frequently to speak to professional groups, educators, employees and many other audiences. Events range from conferences and workshops, to in-house events.

He has presented to a wide range of national conferences including:

  • The Financial Planning Association
  • The Society for Human Resource Management
  • The National Pension Education Association
  • The National Association of Personal Financial Advisors
  • The International Career Development Conference
  • The Positive Aging Conference
  • The Appreciative Inquiry Conference
  • and others.

Every presentation is custom tailored for maximum engagement and relevance to each unique audience.


Retirement Happiness: Planning for a Successful Transition - John Nelson - in the 2nd Qtr issue of Retirement InSight and Trends What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness - John Nelson - 1st Qtr issue of Retirement InSight and Trends Retirement InSight and Trends article Click on the icons to the right to read summary transcript articles of presentations by John Nelson in recent issues of Retirement InSight & Trends.


Publications:
John E. Nelson is the Co-Author of What Color Is Your Parachute? for Retirement, Second Edition: Planning a Prosperous, Healthy, and Happy Future, available at Amazon and other book retailers.

He is also the author of the “Retirement Readiness” section for InFRE’s CRC® #4 Manual: Fundamentals of Retirement Income Planning.

John has been interviewed numerous times for various publications, such as The New York Times, Washington Post, USA Today, Dow Jones Marketwatch, Business Week, AARP Bulletin, Investment Advisor, and more, including the following Wall Street Journal article:

The Wall Street Journal’s Guide to Financial Planning – An interview with John E. Nelson

What Others Say:

“John’s engaging presentation style and revolutionary model transformed a room full of semi-panicked, affluent baby boomers into a hopeful, reassured group. He turned a transition that most people find complex, frightening, and overwhelmingly into a journey of self-discovery and opportunity.”

-Danis Houser, Grosse Pointe Public Library

“John was a star among stars in our college lecture series. He completely captivated a large, diverse audience of mid-life and older adults from the community, college faculty and adult students. In their evaluations of the presentation, attendees repeatedly commented on John’s command of the several fields encompassed in planning for retirement, his skillful and entertaining use of visual materials, and his delightful manner of speaking. What Color is Your Parachute? For Retirement is a wonderful book, but John in person is even better. We can hardly wait for an occasion to bring him back.”

– Jacquelyn Mattfeld, PhD, HWCC Center for Creative Aging

“John was one of our best speakers! His session not only fully held the attention of some of the most experienced and expert financial planners in the country, but he added another layer of insight to their professional awareness. Attendees came to me wishing we would have given him more time and told me to make sure National Association of Personal Financial Advisors gets him to return!”

– Michael Dubis, CFP, National Conference Chair, NAPFA

“John’s depth of retirement planning knowledge is amazing, and his range of topics is unmatched. More importantly, he connects with our diverse employee audiences, and finds ways to make the content relevant to them. We have had many national speakers in our corporate programs over the years, and I count John as among the very best.”

– Sally Hass, M.S.Ed., Employee Benefit News “Retirement Educator of the Year”

“John was a featured speaker at our annual client retreat for advanced financial planners. He earned high praise from all of the attendees because of his thought-provoking and timely message, engaging style, and innovative presentation materials. John made a huge contribution to the success of our conference, and we definitely plan to invite him to present at future events.”

 Carol Anderson, M.S., President, Money Quotient, Inc.

“John’s simple, positive approach to life planning makes participants eager to learn more, and makes me eager to invite him back over and over. Perhaps his impact is best summed up by this comment from a recent participant: ‘Thanks for arranging such a qualified person like John Nelson to talk on the subject!”

 Andy Landis, Retirement Planning Manager, Weyerhaeuser Corporation



Have John Nelson speak at your event!

Please contact us today via email or phone 847-686-0440 x102 if you would like to have this or other speakers present at your conference or appear at one of your events, or to receive complementary webinar or elearning course featuring the speaker of your choice to help you decide who best fits your organization’s needs.



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Posted in: PLAN for Retirement Readiness, PROVIDE Retirement Income, Retirement Coaching, Working in Retirement

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Michael Falk, CFA, CRC® – Behavioral Finance Expert & Retirement Contrarian

Michael Falk, CFA, CRC® – Behavioral Finance Expert & Retirement Contrarian

Michael Falk, CFA, CRC® – Behavioral Finance Expert & Retirement Contrarian

Michael Falk, CFA, CRC®, is a consultant and partner with the Focus Consulting Group (and our resident retirement contrarian).

Passion/Expertise:
Michael is an engaging, creative asset management professional, and offers equally engaging presentations and materials on retirement topics, behavior, asset allocation research and portfolio development expertise.
The asset consulting perspective acknowledges that the wisdom of crowds can denigrate into madness at times. Assets should be managed with the serenity to accept the market’s realities; the courage to pursue its opportunities; and the ongoing pursuit of wisdom to understand the difference.

Position/Experience:
Michael’s background includes extensive asset allocation research and portfolio development expertise along with a multi-faceted understanding of behavioral finance and retirement issues.
Michael formerly was the Chief Strategist on a Global Macro fund as well as a CIO in charge of manager due diligence and asset allocation for a multi-billion dollar advisory, one of the first firms to provide managed accounts for reluctant 401(K) investors – those that can’t, or won’t, invest wisely themselves.


View brief Youtube clips of Michael Falk’s recent Retirement Resource Center webinars on our Retirement Resource Center YouTube channel.
Michael Falk - Enough About the Assets, Already! - YouTube clip Michael Falk - Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement YouTube clip Michael Falk - Off with Your (Rule of) Thumbs! YouTube clip Michael Falk - Housing for Retirees - Buy Sell or Hold? - YouTube clip


Education/Certifications/Awards:
Michael has been a contributing member of the PDDARI group within the Financial Management Association (FMA), the Vice Chair of the Plan Sponsor Council of America’s Investment Committee, taught as an adjunct professor at DePaul University in their Certified Financial Planner (CFP) Certificate Program. Currently he is an approved speaker for the CFA Institute and teaches on behalf of the CFA Society of Chicago in their Claritas program, and is frequently quoted in the financial press. He graduated from the University of Illinois with a B.S. in Finance.

Publications Authored:

  • “Let’s All Learn How to Fish… to Sustain Economic Growth”, A CFA Institute Research Foundation Monograph, May 2016
  • “The Investment Challenge”, 2015
  • “Good Governance, Better Decisions?” Investments & Wealth Monitor (IMCA), 2014
  • “The Economic Implications of an Older World”, Morningstar magazine with Larry Siegel, Feb/March 2014
  • “Bit by Bit”, CFA Institute Magazine interview on bitcoin, March/April 2014
  • Defined Contribution Insights, “Asset Allocation for Today’s Times?”, 2012
  • “Portfolio Construction Needs an Overhaul”, guest column in FUNDfire, 2012
  • “Investment Beliefs: Separating the Real Stuff from the Fluff”, commissioned paper 2012
  • “What’s the Best Way to Promote Large caps?”, guest column in FUNDfire, 2011
  • “Enough About the Assets Already”, Defined Contribution Insights, 2011
  • “Uncommon Investment Sense”, commissioned paper, 2011
  • Advisor Perspectives, “Solving the REAL Debt Crisis”, 2011
  • “Investing, Like Life, Is About Balance”, Defined Contribution Insights, 2011
  • “Risk Management: A Tactical Multi-Manager Approach”, commissioned paper, 2010
  • Financial Planning Association (FPA) of Illinois, Behavioral Finance & Neuroscience, 2007 and 2010
  • “Portfolio Construction for the Long Run (And Now)”, commissioned paper, 2008
  • Institutional Investor, “Managed Accounts & Default Investments – Serving the Reluctant Investor”, 2006
  • Chicago Sun Times, “How Lifecycle Funds Ease Investing Angst”, 2005
  • “An Evolved Solution – Participant Success Hinges on Plan Design”, Profit Sharing, 2002
  • “Their Quality of Retirement Matters”, Sharing Ideas (International Foundation for Retirement Education), 2001
  • “A New Alternative for 401(k) Plan Structuring”, Employee Benefits Journal, with David Wolfe, 1998

View summary transcripts of several of Michael Falk’s presentations that were included in recent issues of InFRE’s FREE Quarterly Newsletter,
Retirement Insight and Trends.
Michael Falk - Enough About the Assets, Already! - Retirement Insight & Trends article, 2nd Qtr 2014Michael Falk - Is Retirement Past its Prime? The Economic & Behavioral Realities of Retirement - Retirement Insight & Trends article, 1st Qtr 2014Michael Falk - Off with Your Rules of Thumbs - Retirement Insight & Trends article, 1st Qtr 2015 Michael Falk - Housing for Retirees: Buy, Sell or Hold? - Retirement Insight & Trends article, 1st Qtr 2016


Most Requested Presentations:
Aside from his consulting work, Mr. Falk is part of the CFA Institute’s Approved Speaker List.

CFA Institute Approved Speakers Program, Global Society Presentations, 2004 – Present

  • Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement
  • Behavioral Finance & Neuroscience: Rational Is As Rational Does
  • Lies, Damned Lies & Mathematical Forecasting: Of Optimization and Allocation
  • Psychology, Neurology… How Your Biology Impacts Your Investment Decisions

Conference presentations:

  • Inside Indexing Conference Expanding Your DC… Does Indexing Work in Every Asset Class?, panelist 2012
  • CFA Chicago, Entitlements, Austerity, Taxes and the Mortgage Crisis, panelist 2011
  • FMA Annual Conference, Core Research Challenges Facing Practitioners, panelist 2011
  • MarketWatch / WSJ Exchange Traded Funds Panel, panelist 2011
  • FMA Annual Conference, Frontiers of Asset Management, panel moderator, 2010
  • Plan Sponsor Council of America (PSCA) Conferences, various topics, 2001 – 2003 and 2010
  • CFA Chicago, The Future of Asset Allocation Theories: Are They Alive, Dead, or on Life Support? Panelist, 2010
  • Morningstar Investment Conference 2009, Can MPT Take the Heat of a Meltdown?, debate
  • FMA Midwest Finance Association Conference, Hedge Fund & Fundamental Indexation panels, 2009
  • FPA Illinois, The Pension Protection Act of 2006 with TIAA-CREF, 2007
  • World Research Group, Best Practices in Retirement Education & Communication Program, 2005 and 2006
  • Gardner Carton & Douglas (now DrinkerBiddle), Enhancing the Value of Your Retirement Plan While Managing Your Fiduciary Exposure with Managed Accounts, 2004
  • Int’l Institute of Research National Forum, Asset Allocation & Investment Policy Design for Pension Plans, 2000
  • National Institute Personal Financial Employee Education (NIPFEE), 1999


Have Michael Falk speak at your event!

Please contact us today via email or phone 847-686-0440 x102 if you would like to have this or other speakers present at your conference or appear at one of your events, or to receive a free voucher to view a sample of one of our speakers’ work.



View other speakers on similar topics suitable for your Retirement Professional Development or National Consumer events:



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Posted in: Lifetime Income, PLAN for Retirement Readiness, PROTECT from Retirement Risks, Retirement Coaching

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Joe Tabers, CSP – Effective Presentations Skills and Retirement Counseling Skills Expert

Joe Tabers, CSP – Effective Presentations Skills and Retirement Counseling Skills Expert

Joe Tabers, CSP – Effective Presentations Skills and Retirement Counseling Skills Expert

Joseph Tabers, CSP, Joe Tabers Consulting, is an expert in improving workplace presentations, interpersonal communication skills and relationships.

Passion/Expertise
As a seasoned businessman, educator and performance improvement coach, Joe Tabers brings to his audiences a wealth of valuable, practical experience that includes extensive training and research in adult learning, communication and management leadership skills at a national level. Joe studies the skills needed for developing human potential, working with organizations and executives who are serious about improving trust, communication and relationships for creating more meaningful and productive workplaces. He has encouraged thousands of individuals to increase both their personal and professional effectiveness.

Joe’s goal is to make a difference by helping people become the best versions of themselves they can be. He is an engaging conference speaker and interactive workshop leader, and has encouraged thousands of individuals to increase both their personal and professional effectiveness. As a proven professional speaker, author and communication coach, Joe has a special talent for helping presenters connect better with audiences, from high-level professionals to frontline workers.

Joe Tabers, CSP – Effective Presentations Skills and Retirement Counseling Skills Expert

Joe Tabers, CSP – Effective Presentations Skills and Retirement Counseling Skills Expert

Position/Experience
Joe Tabers is the founder of Productive Training Services, whose team specializes in practical leadership and team performance solutions. Over the last 20 years his team has helped more than 400 organizations and thousands of individuals increase their workplace effectiveness by enhancing their communication skills.

Since 1984 Joe has conducted over 3,000 workshops in more than forty five states and four countries. He has also authored over a dozen practical skill-building workshops in the areas of Interactive presentation skills, leadership enhancement, organizational teamwork and quality customer service. His many clients include:

  • Major manufacturing corporations – Ford, Daimler Chrysler, General Motors, Mazda …
  • Government bureaus – NASA, US Census Bureau, US Office of Personnel Management …
  • Financial institutions – Financial Executives Institute, Metlife Consulting Services, Michigan Credit Union League, Royal Financial Services, Inc., Selectcare …
  • Non-profit organizations – Cambell and Company, C. S. Mott Foundation, Flint Osteopathic Hospital, Michigan Association of Intermediate School Administrators …
  • Technical companies – Atlas Copco, Bartech, SARNS 3M, Visteon, Hitachi Data Systems, Vector Cantech …
  • and many more!

Today Joe works mostly with organizations and executives who are serious about improving trust, communication and relationships for creating more meaningful and productive workplaces.


Principles of Effective One-to-One Communication - Joe Tabers - YouTube clip View brief YouTube clips from
Retirement Resource Center webinars
including Joe Tabers’

Principles of Effective One-to-One Communication.


Certifications/Awards
Joe is a twenty-five year member of the National Speakers Association, and one of less than 10% of their nearly 5,000 international members to earn the credential of Certified Speaking Professional (CSP). CSP is the highest earned designation from the National Speakers Association. It recognizes a commitment to ongoing education, proven speaking experience and ethical behavior. He is past president of the Professional Speakers Association of Michigan and a member of the American Society for Training and Development.

What attendees of Joe’s presentations have said:

What attendees have said about these presentations...

What attendees have said about these presentations…

  • “Thanks again for the outstanding session on Executive Motivation that you conducted for the Financial Executives Institute today. This program received the highest ratings of any professional development session we have conducted.”
    – Chairman of Professional Development, Financial Executives Institute
  • “I would like to thank you for the Team Building Workshop that you conducted last Friday for our Executive Committee. The material presented met our goals and your presentation exceeded our expectations.” – Director of Human Resources, Nachi Robotics
  • “On behalf of a grateful crew of account executives and consultants, I would like to express my deep appreciation for the fine job of sales training you did for us. Your ratings were very high and staff has expressed a desire for additional training (something I did not expect from this bunch).” – Director, Business Development, CU Corp.
  • “I just wanted to thank you again for the wonderful job you did with EFFECTIVE COMMUNICATIONS. Our managers found this program to be one of the most enjoyable and informational classes of their training series. I am not sure if you realize that the eight sessions you did for us trained approximately 200 employees. I would recommend these sessions to any business interested in re-igniting their employees on the importance of communication.” – Training & Organizational Development Manager, Detroit Newspapers
  • “The program was motivating, entertaining, and very effective. These points are directly related to the overall extreme effectiveness of the instructor. One of the best courses I’ve attended.” – Joe Alsman, Auditor
  • “I gained good and valuable motivation skills which every manager needs.” – Diana Dulkiewicz, Collection Manager
  • “The instructor was well-informed, presented the information excellently and made the class very interesting. This was one of the best classes I ever attended. I feel that I am leaving with so much more than I came with.” – Barbara Pittelka, Quality Assurance Specialist
  • “Outstanding presenter; knowledgeable – well prepared – effective – organized – caring.” – Ed Kanne, Senior Realty Specialist
  • “The presentation was active and flowing. Thoroughly enjoyable and educational.” – Rick Cargill, Superintendent
  • “99% of the participants rated their experience of the overall seminar as very good or excellent. Thank you so much!” – Maribeth Bramlage, Education Specialist


Have Joe Tabers speak at your event!

Joe Tabers is an experienced speaker and keynote presenter on topics pertaining to retirement confidence research.

Please contact us today via email or phone 847-686-0440 x102 if you would like to have Joe Tabers present at your conference or appear at one of your events, or to receive a free voucher to view a sample of one of our speaker’s work.



View other speakers on similar topics suitable for your Retirement Professional Development events:



Links
Find courses and products from Joe Tabers at the Retirement Resource Center.

Posted in: PLAN for Retirement Readiness, Retirement Coaching

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