EVENT SPONSOR

Heckman Financial and Insurance Services Inc is a financial services firm based in San Jose, CA. Their team is comprised of qualified financial professionals who are passionate about helping people pursue their ideal retirement. They are sponsoring this private screening of “The Psychology of Retirement” as they pursue their mission to help people in their community retire well.

THE EXPERTS BREAK IT DOWN

Featuring Behavioral Investment Expert:

Morgan Housel New York Times Best Selling Author

Featured industry leaders and experts including:

David M. Walker Former US Comptroller General of the United States, Former Trustee of Medicare and Social Security

Jason Fichtner Former Executive Director of Social Security, Executive Director of The Retirement Income Institute

Becky Swansburg Author, Expert on Tax and Policy Risk

Rodney Brooks Award Winning Journalist for USA Today, Wall Street Journal, AARP

David Duley Social Security Researcher

Johnny Poulsen CFP®, Financial Technology Developer

Justin Fitzpatrick MIT PHD, CFA & CFP®, Retirement Researcher

Brian Wesbury Award Winning Economist

Privacy Policy

This is not a part of the Facebook website and is not endorsed by Facebook, Inc. Use of this meeting space does not constitute endorsement of program/meeting or its content by venue's ownership. The Psychology of Retirement is property of Steep Digital, a marketing entity, providing advertising content for financial professionals. Steep Digital is not affiliated with nor do they endorse the financial professionals or their firms. Prior to engaging in the services of a financial professional, all individuals should make their own evaluation of the firm’s services. This film is intended for informational purposes only. It is not intended to be used as a basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Opinions expressed by speakers in this film are of their own, and are not reflective of Steep Digital Marketing, nor the financial professional(s) sponsoring the showing of this film. The speakers and industry “experts” may not be financial professionals, nor should their commentary be taken as financial advice or guidance for an individual’s situation. The speakers and “experts” are not affiliated with Steep Digital Marketing, nor the financial professional(s) sponsoring the showing of this film. This film, nor the financial professional sponsoring this event,  is not affiliated with or endorsed by the U.S. Government or any governmental agency.

Participation in the Psychology of Retirement film Executive Producer program is a paid opportunity. The financial professional participating in the Executive Producer Program did not have direct involvement with film production, but received marketing rights and additional advertising benefits as part of the paid program.

Advisory and Insurance services are offered through Heckman Financial and Insurance Services Inc, an Investment Advisor in the State of CA. Heckman Financial and Insurance
Services Inc are not affiliated with or endorsed by the Social Security Administration or any other government agency. Investments are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. CA Insurance Lic #0E89971 07/24-3691025

https://www.investmentnews.com/retirement/news/most-us-adults-fear-outliving-their-money-more-than-death-251992#:~:text=If%20there's%20one%20thing%20adults,over%20across%20the%20United%20States.

*https://www.limra.com/en/newsroom/industry-trends/2023/limra-just-1-in-5-retirees-have-a-formal-written-retirement-plan/

TODAY’S CHALLENGED RETIREMENT SYSTEM

Pensions are rare, and Social Security is running out of money

Most people are 100% responsible to fund and manage their retirement

Only 1 in 5 people have a written retirement income plan*

It's time to get serious about solving America's retirement income crisis