Saturday, November 17th, 2018
THIS IS AN ARCHIVED PRESENTATION FROM THE ABOVE DATE
TOPIC 1
STRATEGIES FOR A HEALTHY, FINANCIALLY SECURE AND FULFILLING LONG LIFE
We face game-changing challenges in our retirement years, including the decline of traditional pension and retiree health plans, stock market crashes that can derail our retirement and sky-high medical and long-term care costs. The decisions you’ll make as you transition from your career years into retirement will have a significant impact on your quality of life for the rest of your life. While financial security is critical, you’ll do best by integrating and nurturing your financial resources, health, personal capabilities and social networks. You’ll also want to purposefully tap the power of behavioral economics and psychological science to help you succeed.
You will learn…
Steve Vernon is a research scholar at the Stanford Center on Longevity, and is president of Rest-of-Life Communications. For more than 35 years, Vernon has helped Fortune 1000 employers design, manage and communicate their retirement programs. Vernon writes a twice-weekly blog column on retirement strategies for CBS MoneyWatch. He has recently published his seventh book: “Retirement Game-Changers: Strategies for a Healthy, Financially Secure, and Fulfilling Long Life” (Rest-of-Life Communications, 2018). Vernon currently serves as a member of the Institutional Retirement Income Council. He is a fellow in the Society of Actuaries and graduated summa cum laude from University of California, Irvine, with a double major in mathematics and social science.
TOPIC 2
THE SCIENCE BEHIND FACTOR INVESTING, WHY IT WORKS AND HOW TO IMPLEMENT
Doug Fabian is an astute market observer and will begin his talk by discussing the post-election environment for the markets from the recent election and from a historical point of view.
Factor investing is a scientifically based approach to investing in certain segments of the market that can be easily identified. The results based on over 80 years of stock market history and peer-reviewed academic research, are amazing. Fabian will share the science, logic and research of five different factor models that can be implemented using exchange-traded funds (ETFs). Factor investing can improve your results and lower the volatility of your portfolio for a smoother ride in up and down markets.
You will learn…
Doug Fabian has been educating investors for more than three decades. Prior to joining Mercer Advisors Inc., he was the president of his own wealth management company, Fabian Wealth Strategies and the editor of Successful ETF Investing, formerly the Telephone Switch newsletter. Fabian is a well-known radio show host and podcaster passionate about helping investors achieve economic freedom. He was an early adopter of exchange-traded funds (ETFs) and will share his insights on factor investing, markets and ETFs.