Robert Paylor and BOD
(925) 778-1165

Date(s) - October 6, 2021
7:30 am - 9:00 am


Longevity and the New Retirement

Presented by: Dan Veto, Senior Vice President
Age Wave

In his keynote presentation, Dan Veto will address how longevity is radically altering the expectations and critical steps required to successfully prepare for and live out a satisfying retirement. Dan will draw on decades of Age Wave research and professional experience working with Financial Advisors across the country and around the world on this important topic. He will address compelling retirement issues regarding family, health, work and purpose. Dan will also shed light on the emerging impact of COVID-19 on the direction of retirement. Finally, Dan will reveal what clients say they are really seeking with regard to their finances and what they want most from their Financial Advisor.

About the Speaker
Dan Veto’s pioneering research illuminates the exciting promise and critical new financial and lifestyle responsibilities associated with longevity and the new retirement. He specializes in educating financial advisors, clients, and other constituent groups on the unique priorities, needs, and challenges of longevity. His unparalleled research into the real-life experiences of aging and retirement is frequently featured in the media, including the New York Times, The Wall Street Journal, Bloomberg BusinessWeek, SmartMoney, and Financial Planning Magazine, among others. Dan Veto is currently a Senior Vice President at Age Wave. Prior to joining Age Wave, Dan served on the board of directors and was Chief Marketing Officer and Senior Vice President of Strategic Planning at Bankers Life, a firm focused on meeting the financial-security needs of retirees. He began his career at McKinsey & Company, a leading management consulting firm, where he advised financial services and health care clients in the United States, Mexico, and throughout Europe. Dan earned a BS in Electrical Engineering from the University of Illinois, and an MBA from INSEAD, the international business school in Fontainebleau, France. He also earned a joint Gerontology certificate from the American Society on Aging and the University of Southern California’s Leonard Davis School of Gerontology. He currently resides in Mill Valley with his wife and has two college-aged daughters.