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Dan Veto

Senior Advisor, Age Wave

Veto, Dan

Senior Advisor, Age Wave
Fee Code : 3

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    ABOUT

    TOPICS

    TESTIMONIALS

    About Dan Veto

    For over 25 years, Dan Veto’s pioneering research and consulting have influenced leading organizations across diverse industries, as well as countless retirement professionals and their clients. His work illuminates the exciting promise and critical new financial and lifestyle responsibilities associated with longevity and the new retirement.

    Over the past decade, Dan has been instrumental in developing and implementing Age Wave’s innovative, research-based professional and consumer learning programs. He specializes in educating financial advisors, clients, and other constituent groups on the unique priorities, needs, and challenges of longevity.

    Dan is a highly sought-after keynote speaker on the changing nature of life after 50, particularly regarding the boomer generation’s unprecedented relationship to retirement. His dynamic presentation style consistently receives high praise, and his unparalleled insight into the real-life challenges and triumphs of aging and retirement is frequently featured in the media, including the New York Times,BusinessWeek, SmartMoney, and Financial Planning Magazine.

    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 resides in the San Francisco Bay Area with his wife and two daughters.

    How the Age Wave Will Transform the Marketplace, the Workplace 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 tremendous marketplace and work/talent opportunities—and equally pressing social and financial challenges.

    This informative and entertaining presentation will explore: How will people use their newfound longevity? How will a cyclic lifeplan replace the traditional linear model? How will aging boomers change established paradigms of work, leisure, learning, and retirement? What’s the most effective way to market and sell to “middlescent” boomers? And why is managing a four-generation workforce the new diversity mandate?

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

    The convergence of rising longevity, today’s uncertain economy, and widespread insufficient savings has reset the retirement clock. Yet highly acclaimed Age Wave research reveals that the new retirement could be a good thing—for individuals, the consumer marketplace, and financial-planning professionals.

    Why has financial peace of mind become far more important than wealth? How will women’s rising financial power transform the field of retirement planning? How will the demands of eldercare, sibling care, grandparenthood, singlehood, and “rehirement” impact retirement planning? This presentation will explore these questions and reveal how to safeguard a successful retirement while avoiding the five retirement “wildcards” that threaten to shatter dreams.

    Optimizing Generational Diversity: Four Cohorts Rethink Work, Money, Family, Retirement, and Success

    For the first time in history, four generations of active adults are simultaneously participating in the workforce and marketplace. Each generation has its own lifestyle values, attitudes about work and money, means of connecting and communicating, role models, and marketplace preferences.

    This high-impact presentation will examine the key social forces that have shaped each generation and produced their distinct, core lifetime characteristics. Proven generation-specific strategies for attracting and retaining valuable talent will be revealed, based on their specific career hopes, responses to styles of management, motivation drivers, and measures of success.

    Testimonials

    “Dan is a consummate professional. His presentation at our recent national roadshow was thought-provoking and inspirational, and his delivery was simply outstanding. He gave retirement insights tailored to our audience of Australian financial advisers and the feedback we received was phenomenal and the best we’ve received to date. Thank you and we look forward to working with you again.”
    – Barry Bohler, Head of Marketing, Investment Platforms & Corporate Super Marketing MLC (National Australia Bank Group)

    “His message had clarity, fascinating information and charm. He got the highest marks from a group known for its critical discernment. An excellent and memorable presenter. We can’t wait to have him back.”
    – Robert N. Butler, M.D., President and CEO, International Longevity Center

    “You made a significant contribution to the conference being the best in recent memory. I am sure it comes as no surprise yours received the highest marks of the entire conference and it set the stage for the event.”
    – Darwin M. Bayston, CFA, President and CEO, Life Insurance Settlement Association

    “Thanks for your tremendous efforts in putting on a presentation that kept the attention of every single one of our independent financial advisors. We received outstanding feedback on both your substance and style. One of our best Speaker Series events ever!”
    – Alan E. Canale, SVP Corporate Development, Sentry Select Capital

    “Many people commented on what a great presenter you were. We especially enjoyed your video clips and felt the humor you used throughout the presentation was wonderful. This definitely surpassed our expectations. I especially appreciate the fact that you got a sense of who we are, who our clients are, and what we were really trying to accomplish and folded that nicely into your presentation.”
    – Deb Wetherby, CEO, Wetherby Asset Management

    “The feedback from the financial advisors and clients was outstanding—everyone enjoyed your contribution, and I know we will have a huge turnout for our next Merrill Lynch Baby Boomer University event as a result of your excellent work. Many thanks! Our clients and financial advisors will be the beneficiaries.”
    – Janet Caylor, Regional Managing Director, Merrill Lynch, Houston