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Steve Vernon, FSA

Steve Vernon, FSA

Steve Vernon, FSA, is the President of Rest-of-Life Communications, and a member of the Executive Faculty and Research Fellow with the California Institute for Finance at California Lutheran University.

 

Passion/Expertise

‘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!’

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, Steve provides hope for working Americans with pervasive fear and anxiety about retirement. He 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

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.

He conducts research on behavioral finance at the California Institue for Finance at California Lutheran University. Steve recently headed a study sponsored by the Society of Actuaries on “The Next Evolution in Defined Contribution Plan Design: A Guide for DC Plan Sponsors to Implementing Retirement Income Programs in his position as a Research Scholar for the Stanford Center on Longevity.

Steve recently retired as Vice President and Consulting Actuary with the human resources consulting firm Watson Wyatt Worldwide. Previously, he worked for over 35 years as a consulting actuary, helping Fortune 1000 companies design, manage and communicate their retirement programs.

 


 

Money for Life: Help your plan participants avoid going broke in retirement - Steve Vernon - YouTube clip View YouTube clips from recent Retirement Resource Center

webinars including Steve Vernon, FSA's

Standby Reverse Mortgages: A Risk Management Tool for Retirement Distributions .

 


 

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 currently serves on relevant committees for the Society of Actuaries:

  1. Committee for Post-Retirement Needs and Risks

  2. Task force for Individual Post-Retirement Financial Strategies

  3. Task force for Segmenting the Middle Market: Retirement Risks and Solutions

 

Publications/Presentations

Steve produces unbiased, trusted information and strategies to help working people prepare for their retirement years. His latest books are:

  • Money for Life: Turn Your IRA and 401(k) Into a Lifetime Retirement Paycheck, which focuses on one of the most important retirement planning challenges facing boomers today.

  • A short book titled Recession-Proof Your Retirement Years: Simple Retirement Planning Strategies That Work Through Thick or Thin. This provides simple, “connect-the-dots” strategies for planning for your retirement years.

  • A DVD/workbook package titled The Quest: For Long Life, Health and Prosperity. It features interviews with 12 experts in the fields of life planning, health and finance, and interviews with 13 people from all walks in life who are living examples of the advice from the experts.

  • He has published three books with John Wiley & Sons, titled: ◾Live Long & Prosper! Invest in Your Happiness, Health and Wealth for Retirement and Beyond (2005)

  • Don’t Work Forever! Simple Steps Baby Boomers Must Take To Ever Retire

  • Employee Benefits: Valuation, Analysis and Strategies (1993)

 


 

Money for Life: Help your plan participants avoid going broke in retirement - Steve Vernon   - Retirement InSight and Trends article Read a summary transcript of Steve Vernon, FSA's presentation Money for Life: Help your plan participants avoid going broke in retirement in the 2nd Qtr 2014 issue of "Retirement Insight and Trends".

 


 

Steve 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 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 most requested topics include:

  • Recession-Proof Your Retirement Years. This can be delivered in a one-hour presentation/keynote address or a three to five hour workshop. This addresses the steps individuals can take to survive future downturns and enjoy a long, prosperous retirement.

  • A Better Way to Prepare for Retirement. This is a one hour presentation/keynote address featuring The Quest for Long Life, Health and Prosperity. Inspires people to take charge of their finances, health, and lifestyle for their retirement years.

  • The Future of Retirement. This is a one-hour presentation/keynote address which outlines the challenges about retirement that face employers and their employees, and the steps that employers should take to meet these challenges.

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.

 

Steve Vernon, FSA, PhD, CFP® – Disability Insurance Planning Expert - Retirement Speakers Bureau Steve Vernon, FSA is available to do presentations on a variety of topics for your retirement professional development group.

 

Please visit the Retirement Speakers Bureau to find out how you can request this or other leading industry experts to speak at your next meeting, conference, or other event.

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$ 99 for 90 Days - Full Access Membership - 50+ CE Courses

$ 99 for 90 Days - Full Access Membership - 50+ CE Courses

Receive 90-Days FULL ACCESS to 50+ eligible elearning courses, audio downloads, and live webinars (held during membership) - CFP®, CRC® ASPPA, and PACE CE - no auto-renew, option to upgrade - one low fee!
$99.00
Money for Life: Help your plan participants avoid going broke in retirement - Steve Vernon

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

1 hr CFP®, CRC®, PACE CE

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.

$39.00
Money for Life: Turn Your IRA and 401(k) Into a Lifetime Retirement Paycheck - Steve Vernon - Print Book

Money for Life: Turn Your IRA and 401(k) Into a Lifetime Retirement Paycheck - Steve Vernon - Print Book

Money for Life 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.
$15.95
Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans - Steve Vernon, Wade Pfau

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

1.5 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

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

$39.00
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