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Dan Veto  

Senior Consultant, Age Wave

Dan Veto has been considered by many to be at the vanguard of the “age wave” demographic and social imperative. Mr. Veto’s pioneering efforts have guided leading organizations, their distributors and their clients to recognize the exciting promise and critical new financial and lifestyle responsibilities associated with finding fulfillment at age 50+.

Mr. Veto is a highly sought after keynote speaker on the changing nature of life at 50+ and retirement.His dynamic presentation style consistently receives high praise from clients and attendees alike.He is frequently a featured expert in the media on the topics of aging and retirement.His insights have appeared in various consumer and trade publications such as The New York Times, BusinessWeek, SmartMoney, Financial Planning and Research Magazine.

Mr. Veto led the development and implementation of Age Wave’s cutting-edge, proprietary research-based survey and reporting tool, Retirement Bridge, designed to help financial advisors understand the unique retirement hopes and fears of their clients. In addition, Mr. Veto co-led the “Future of Retirement” initiative sponsored by HSBC Bank including a thought leadership study conducted among 20 countries, with 20,000 respondents, resulting in far-reaching and seminal global insights about retirement ever revealed. The initiative garnered global media praise and were used to transform HSBC Bank’s retirement strategy.

Prior to joining Age Wave, Mr. Veto served on the Board of Directors and was Chief Marketing Officer and Senior Vice President of Strategic Planning at Bankers Life and Casualty Company, a firm focused on meeting the financial security needs of retirees. There, he undertook an innovative research program that uncovered the emotional drivers of retiree purchasing behavior and translated the findings into results-driven agent and employee educational programs.

Mr. Veto began his career at McKinsey & Company, where for nearly ten years he advised clients in the U.S., Mexico and throughout Europe in the financial services and healthcare industries. He earned his B.S. in Electrical Engineering from the University of Illinois and his M.B.A. from INSEAD, the international business school in Fontainebleau, France. He resides in the San Francisco Bay area with his wife and two daughters.


Speech Topics

How the Age Wave Will Transform the Marketplace - and Our Lives

Increasing longevity, declining fertility and aging baby boomers are triggering an enormous “age wave.” This demographic tsunami has the potential to create ground-breaking marketplace and work/talent opportunities—and equally compelling social and financial challenges.

This informative, motivating and entertaining presentation will explore: How will people use their newfound “longevity bonus?” Why will the “cyclic” lifeplan replace the traditional “linear” model? How will aging boomers change established paradigms of work, leisure, learning and retirement— as well as lifetime brand loyalty? What’s the most effective way to market and sell to “middlescent” boomers wishing to enrich the quality of their lives, while forestalling aging? Why is managing a four- generation workforce the new diversity mandate?

Re-Visioning Retirement: New Timing, New Purpose, New Planning, New Funding

Everyone’s retirement clock has been reset as a result of the recession. But highly acclaimed Age Wave research reveals a surprising finding: This could be a good thing, for individuals, the consumer marketplace and financial planning professionals.

This presentation will explore: Why financial “peace of mind” has become far more important than “wealth” in the new American dream. How women’s rising financial power is transforming their attitudes and behavior toward money, their family dynamics and the field of retirement planning. How the adult lifestage demands of eldercare, sibling care, grandparenthood, singlehood and rehirement will dramatically impact retirement preparation and funding. We’ll also discuss the products, services and guidance people now seek from financial professionals to safeguard a successful retirement while avoiding the five retirement “wildcards” that could shatter their dreams.

How the Modern Family Is Transforming Aging, Retirement and Community

We are all familiar with families like the Cleavers or the Simpsons—Dad, Mom, and 2.5 kids happily living under one roof in the suburbs. But over the past 100 years, significant demographic and economic changes have dramatically transformed the American family and communities across the country. We no longer live in a world where most people are the member of a “nuclear family.” How is today’s modern family—or post-nuclear family—different? How do—and will—family changes impact health and care needs, the workforce, housing, legacy, leisure, social services, and financial planning? What are the implications for businesses and aging service providers? How do we navigate the potentially complicated relationships and compelling challenges faced by modern families in retirement and later life, such as blending families together and bridging the miles between relatives living in faraway communities? This presentation covers four trends that, in concert, have transformed and continue to profoundly influence today’s families: Unprecedented longevity, family complexity, financial interdependence, and women’s rising influence.

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