Broker Check
26 Jan
The Baby Boomer Dilemma Private Viewing


The Baby Boomer Dilemma is an exposé of America’s retirement experiment that explores topics such as pensions (both corporate and public), Social Security, 401(k)s, and annuities. If you have any concerns about recent market volatility and inflation, or if you lack clarity or confidence about your retirement income strategy, this event may be very beneficial for you.

This film features the nation’s top economic minds in this space including Robert C. Merton, Ph.D. (MIT & Nobel Prize winner 1997), William F. Sharpe, Ph.D. (Stanford & Nobel Prize winner 1990), Olivia S. Mitchell, Ph.D. (Wharton & Executive Director of the Pension Research Council), Bridget C. Madrian, Ph.D. (Dean, Marriott School of Management at BYU & former Professor at Harvard & Chicago), David F. Babbel, Ph.D. (Wharton & former Professor at Berkley & a division founder at Goldman Sachs), Moshe A. Milevsky, Ph.D. (York University, Toronto).

The film features government leaders and experts including the Honorable David M. Walker (former US Comptroller General from 1998 to 2008, former Social Security Trustee, former Acting Executive Director of the Pension Benefit Guarantee Corporation — the PBGC), Hon. Mike Gallagher, Ph.D. (currently part of the ‘Trust Act’ bi-partisan commission to structure the fix to the trust problems), Eric A. Cioppa (2019 President of the National Association of Insurance Commissioners or NAIC and the Insurance Commissioner or Superintendent of Insurance for the State of Maine).

It features industry experts like Ted Benna (the “Father of the 401(k)”), Edward Siedle, Esq. (former SEC attorney who pioneered the field of forensic audits of pensions auditing over $1 Trillion of US Pensions & the recipient of the largest Whistle Blower financial award from the SEC, Sheryl Moore (the industry’s competitive intelligence expert & fact-checker and Chairwoman & Founder of Wink, Inc.), and Tom Hegna (PBS Host: Don’t Worry, Retire Happy who also trained over 300,000 financial advisors), and authors Barry James Dyke (Pirates of Manhattan and Guaranteed Income), and Brett K Kitchen and Ethan Kap (Wealth Beyond Wall Street).  It includes cameos from industry icon Curtis V. Cloke (an Adjunct Professor, keynote speaker, and industry software developer). 

This film is PG-rated by the MPAA.

Date and Time

Thu, Jan 26, 2023

6:30p - 8:30p PST


PH Financial Group | Pacific Advisors Phoenix Office

5080 N 40th St
Suite 400
Phoenix , AZ 85018


PH Financial Group is located on the 4th Floor inside the Pacific Advisors office.

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