Steve began his 30-plus year career in the financial-services industry focusing on retirement-plan design, IRS/DOL compliance solutions, participant/employee education, and distribution strategies. Today, he uses MIT AgeLab research to help financial professionals and their clients anticipate and overcome the challenges of aging and retirement challenges. This took on a whole new meaning for Steve after he suffered a stroke in 2018. Experiencing his own unforeseen, life-changing event brought home the importance of preparing clients for the unexpected.
In the traditional story of old age, a leisure-filled retirement is everyone’s happily ever after. But some find that story to be boring. They’re not ready to retire and relax—they want something more. Help your clients create their own version of the story and live a satisfying retirement.
As lifespans continue to rise, retirement could be as long as 20 years—approximately 8,000 days. Help clients navigate what’s no longer an end but a new, complex stage of life.
Three simple questions can help determine your clients’ future quality of life, and serve as a practical, thought-provoking starting point for planning a satisfying retirement
Longevity, demographic changes, and technological innovation are revolutionizing the world of work. Help existing and prospective retirement-plan clients leverage these changes to foster a more productive, and therefore more profitable, workplace.
A new array of devices and services is transforming retirement, making it easier for aging clients to work, stay healthy, live at home and remain connected to friends and family.
For more than two decades, we’ve partnered with the MIT AgeLab to uncover lifestyle trends, who investors trust, and the future of retirement. Learn how to apply MIT AgeLab research and tools to your practice.
5 Things About Steve
Steve and his wife, Sandy are the proud parents of two grown children. Their son recently completed a five-year tenure with United States Marine Corps, while their daughter currently works in the MIT Open Learning division.
He’s a pool-fitness instructor for members with disabilities within his local YMCA’s Partnership Program.
Steve biggest passion is helping financial professionals and their clients prepare for life’s amazing, yet often unpredictable, journey.
Steve’s grateful for the opportunity to work with all the gifted people he encounters in his travels.