The Psychology of Retirement premiered June 2024 in Denver, CO. After the premiere, there were exclusive session trainings lead by some of the leading experts in the movie!
JUSTIN FITZPATRICK
DAVID BROOKS
DAVID DULEY
David Duley is a highly experienced entrepreneur with a successful track record in the financial services, real estate, and home services industries. David has held various roles, including Founder and CEO, since 1999.
Most recently, in 2017, David founded PlanGap, a vertically integrated financial services firm dedicated to the mitigation of public-policy and retirement related risk.
Premiere Sessions
MORGAN HOUSEL
He's the New York Times Bestselling author of The Psychology of Money and Same As Ever. His books have sold over six million copies and have been translated into more than 50 languages.
He is a two-time winner of the Best in Business Award from the Society of American Business Editors and Writers, and winner of the New York Times Sidney Award. MarketWatch named him one of the 50 most influential people in markets. He serves on the board of directors at Markel.
Justin Fitzpatrick is co-founder and Chief Innovation Officer of Income Lab, where he leads research and development. Justin is focused on advancing the research and practice of retirement planning, and his research and writing have appeared in many top industry publications. Justin is a CFA Charterholder and a Certified Financial Planner professional. He earned a PhD from the Massachusetts Institute of Technology and has taught at MIT; Harvard University; Queen Mary, University of London; and UCLA.
Steep Content Partner, $200M/yr producer, and Executive Producer David Brooks launched a brand-new Content Partnership program at our premiere. Watch David's session where he reveals how IRMAA (the next big stealth tax) impacts affluent clients, and how you can use this in your marketing to become the go-to resource for the mass affluent who need tax-planning help.
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