Steve Vernon

Steve Vernon is one of the most prolific and sought-after retirement experts in the country. He has authored two books, produced an informative and engaging DVD, spoken in front of over 250 audiences, consulted to dozens of Fortune 1000 companies, and writes a lively and informative email newsletter. With 10,000 Americans turning age 60 every day and volatile capital markets, retirement is a topic that will continue to be timely for years to come. However, a traditional retirement is out of reach for most Americans – the money and benefits just aren’t there. But that shouldn’t be a cause for concern – we just need to change the goal. Instead of a traditional retirement, how can we enjoy a long life and prosper in every sense of the word – with our finances, health and life fulfillment? Employers, financial institutions, planners and individuals all need a new vision for planning our retirement years, due to the changes in employer-sponsored retirement plans, volatility in capital markets, increased medical costs, improved longevity, and workforce aging. Steve summarizes cutting edge research and thinking from his projects, which include: • The Quest – For Long Life, Health and Prosperity, a DVD/workbook package • Live Long and Prosper! Invest in Your Happiness, Health and Wealth for Retirement and Beyond, (John Wiley & Sons) • Don’t Work Forever! Simple Steps Baby Boomers Must Take to Ever Retire (John Wiley & Sons) He shares effective, realistic strategies for matching income with expenses, while making the best of your rest-of-life, a.k.a. retirement. With an effective mix of humor, stories, video clips, pictures, music and cold hard actuarial analysis, Steve provides strategies and hope for working Americans with pervasive fear and anxiety about retirement. His insights will surprise and inspire you. 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. Over the years, he has appeared on television and radio shows on retirement issues. He has addressed audiences 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 is President of Rest-of-Life Communications, and is a Research Fellow and Executive Faculty member of the California Institute for Finance. Steve recently retired as a Consulting Actuary and Vice President for Watson Wyatt Worldwide. For over 30 years, he helped Fortune 1000 companies design and manage their retirement programs. Steve also holds a third degree black belt in aikido, and has extensively studied human potential through various courses. Steve is uniquely qualified to present this original material, by integrating his solid financial background and firm grasp of personal growth concerns with his teaching and presentation experience. TOPICS: • A Better Way to Prepare for Retirement • Recession-Proof Your Retirement • The Future of Retirement • Retirement Teaching Tales