Member Appreciation Event

  • 23 May 2013
  • 11:30 AM - 1:00 PM
  • Phoenix Country Club (at 7th Street and Thomas)


Registration is closed


Take a moment now to register for this fun and entertaining lunch.  The cost is only $10 for a delicious lunch and raffle prizes.

Steve Vernon, F.S.A.

Money for Life

Thursday, May 23, 2013

11:30am to 1:00pm

Phoenix Country Club

7th Street and Thomas Road


Money for Life

How to help your participants

avoid going broke in retirement


What can Mr. Spock, Homer Simpson, Clark Gable, a Ziegfeld Follies girl, and a marshmallow teach us about planning a secure retirement?  Plenty!  This keynote address will inform and entertain you about one of the most critical issues in the retirement industry today – how to use retirement savings to generate a reliable, lifetime retirement income.


CBS columnist, author, workshop presenter, and consulting actuary Steve Vernon shares effective, realistic strategies for these critical issues. He’ll summarize the main points from his latest book, Money for Life: Turn Your IRA and 401(k) Into a Lifetime Retirement Paycheck, and cover the critical topic of how retirement professionals frame the decisions that individuals must make and how to focus their attention on the most significant issues.


Using an effective mix of humor, stories, video clips, photos, cartoons, music, and solid actuarial analysis, Steve offers insights that will surprise and inspire you.


Steve Vernon, F.S.A.

Steve Vernon, F.S.A., is President of Rest-of-Life Communications, and is a Research Scholar for the Stanford Center on Longevity. In both roles, Steve is active with research, writing, and speaking on the most challenging issues facing retirees today, including finance, health, and lifestyle.  Previously, he worked for over 35 years as a consulting actuary, helping Fortune 1000 companies design, manage and communicate their retirement programs.


Steve currently writes a regular blog column for CBS MoneyWatch, titled Money for Life.  His latest book is Money for Life: Turn Your IRA and 401(k) Into a Lifetime Retirement Paycheck. His previously published works include:


  • Money for Life, as free online retirement planning guide
  • Recession-Proof Your Retirement Years: Simple Retirement Planning Strategies That Work Through Thick or Thin
  • The Quest: For Long Life, Health and Prosperity (a DVD/workbook package)
  • Live Long & Prosper!  Invest in Your Happiness, Health and Wealth for Retirement and Beyond
  • Don't Work Forever!  Simple Steps Baby Boomers Must Take To Ever Retire

Steve is a Fellow in the Society of Actuaries, and graduated Summa Cum Laude from the University of California, Irvine, with a double major in mathematics and social science.


Steve splits his time between Oxnard and Fairfax, California, with his wife Melinda.  He can be reached at


The statements and materials presented at WP&BC Phoenix Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Phoenix Chapter. In addition, WP&BC Phoenix Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Phoenix Chapter events.

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