Retirement Planning Must Go Beyond Money Alone
presented by the Verity Group of Oppenheimer & Co. Inc.
Sponsor
Successful retirement planning in the twenty-first century must go beyond finances and adopt an integrated and holistic approach to helping people prepare to live a more satisfying retirement.
When you think about retirement, you should ask yourself three questions:
- Who will change my light bulbs?
- How will I get an ice cream cone?
- Who will I have lunch with?
What do these questions have to do with retirement planning? A lot more than you might think. They can actually uncover important factors that determine your future quality of life and may even predict how fulfilling your retirement years can be.
Join us for a discussion of how a proactive approach to retirement planning that looks well beyond financial implications can help you better prepare for the future.
About Your Presenter
Austin Verity, CIMA®, Managing Director – Investments, Corporate & Executive Services
Austin Verity has more than 22 years of experience in the financial services industry. Before he joined Oppenheimer in June 2000, Mr. Verity was a Vice President of Investments at PaineWebberGroup. Mr. Verity’s highly personalized approach provides clients with ready access to the complete range of Oppenheimer’s resources and capabilities. In particular, he focuses on a coordinated and disciplined approach to servicing the unique financial needs of current and former corporate executives. Mr. Verity earned a Bachelor of Science degree in Business Administration at Radford University. He holds the General Securities Representative License (Series 7), the Uniform Securities Agent State Law Examination (Series 63) and the Uniform Investment Adviser Law Examination (Series 65). He is also a member of the Investment Management Consultants’ Association (IMCA) and has earned its Certified Investment Management Analyst (CIMA®) designation from the Investment Management Consulting Association through course work at the Wharton School of Business. Mr. Verity resides with his wife and their two children in Great Falls, Virginia
Date: September 23, 2014
Schedule:
7:30AM – 8:00AM Registration, Breakfast & Networking
8:00AM – 9:00AM Presentation and Q&A
Location:
Mon Ami Gabi, Reston Town Center
11950 Democracy Drive
Reston, VA 20190
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