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AAR2401

Welcome and Keynote: Transform Tomorrow: Awakening the Super Saver in Pursuit of Retirement Readiness

Date
December 4, 2024
$49
Standard Price
This product is also available as part of the following products:
Thumbnail for 2024 AICPA & CIMA Employee Benefit Plans Accounting, Auditing and Regulatory Update
This includes sessions from the conference: 2024 AICPA & CIMA Employee Benefit Plans Accounting, Auditing and Regulatory Update

Author, Stig Nybo, will share lessons learned from the writing of “Transform Tomorrow: Awakening the Super Saver in Pursuit of Retirement Readiness,” an award-winning book on how to change saving behavior.

America is facing a monumental “retirement readiness” challenge that can only be overcome by changing the way America thinks about saving for retirement. We will begin by investigating why so many Americans are at risk of outliving their savings and the three critical forces impacting Americans’ preparedness: Longevity; Consumerism; and Leverage. Then move to the solutions that can help bring about the changes needed for individuals to reach a secure retirement: New system‐wide contextual drivers; baseline financial literacy: and renewed beliefs around saving vs. spending.

Throughout the presentation, Stig incorporates stories to illustrate key points and uses captivating examples from history to bring the message to life. He borrows from the wisdom of Gandhi, Walt Disney, Mark Twain, Margaret Mead, and even Robin Williams in the Dead Poets Society to make his point.

We will conclude by discussing the progress made and some of the unintended consequences we've encountered as we push the envelope in helping Americans save more for retirement.

Come enjoy a sobering, yet enjoyable session that will change the way you think about planning for retirement.

Learning Objectives

  • Identify the fundamentals of a society that is grossly under-saving for retirement, the primary forces that are contributing, and the fundamental shift needed to get us on track.
  • Identify the unintended consequences of incorporating behavioral economic drivers into a retirement plan’s design.

Speakers

Speaker Image for Stig Nybo
Retirement Strategist, Strategic Retirement Partners
Speaker Image for Zachary Nelson
Zachary A. Nelson, CERTIFIED FINANCIAL PLANNER®
Plan Consultant, Strategic Retirement Partners

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