Stanford Investment Group, Inc. Hosts Panel Discussion on Living Longer in Conjunction with Stanford Center on Longevity

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Stanford Investment Group, Inc. hosted a panel discussion with Laura Carstensen, Martha Deevy and Katherine Simmonds to discuss the practical and societal implications as average life expectancy has increased by 30 years in developed countries.

Achieving financial security as we age requires addressing difficult planning and family issues early on.

Jeff Keimer, Vice President at Stanford Investment Group, Inc. moderated an interactive discussion on Longevity, “A Long Bright Future – Mind, Mobility and Financial Security” on January 25, 2012 at The Crowne Plaza Cabana in Palo Altos. The panelists included: Laura Carstensen, Founder and Director of Stanford Center on Longevity; Martha Deevy, Senior Research Scholar, Director Financial Fraud Research Center, Stanford Center on Longevity and Katherine Simmonds, Director of Financial Planning at Stanford Investment Group, Inc. The presentation included empirical findings, examples of how retirement has been redefined and is becoming more complex, and practical financial solutions to the challenges caused by living longer.

The mission of the Stanford Center on Longevity is to redesign long life. As the founder and director of the Stanford Center on Longevity, Laura Carstensen described the purpose of the Center, “We are not a gerontology center, nor are we even focused solely on aging. We are a laboratory studying the nature and development of the entire human life span, looking for innovative ways to solve the problems of people over 50 and improve the well-being of people of all ages. Improved longevity is, at once, a remarkable achievement as well as a great challenge. These added years can be a gift or burden depending on how prepared we are and how we use them.” Carstensen discussed the research and practical implications that support the belief, “that to the extent that the majority of people arrive at old age mentally sharp, physically fit, and financially secure, societies will thrive.”

Martha Deevy followed with 21st century retirement realities: “Planning for retirement for the baby boomer generation has become a uniquely complex exercise. The gift of longer life comes with increased uncertainty and risk around income planning, expense planning, decisions about housing and longer term medical support that previous generations have not had to grapple with. Traditional models of retirement need to be revisited and may include working longer, relocating to more ‘aging friendly’ communities and thoughtful planning regarding end of life support issues. While the prospect of navigating through retirement may seem daunting – with planning and support from the right experts, we can enjoy the extra years we’ve been given.”

Katherine Simmonds, of Stanford Investment Group, Inc. concluded the presentation with real life stories illustrating the difficult financial decisions facing us as we age and offering some practical solutions. She summarized her remarks by reminding the audience that, “Achieving financial security as we age requires addressing difficult planning and family issues early on. Get help if you need to by using third-party advisors to get you through the tough decision-making process. But most importantly, remember that the more planning you do and the more time you spend soul searching, the better the outcomes will be for your care and happiness.”

The panel discussion on Longevity is part of a continuing series of events commemorating Stanford Investment Group Inc.’s 30 year anniversary in 2012. Part of Stanford Investment Group, Inc.’s mission statement is to engage, educate and empower clients with information to broaden their knowledge.

Stanford Investment Group, Inc., an independent investment advisor and broker-dealer located in California's Silicon Valley, has 30 years of experience guiding clients through many economic cycles and market changes.

For more information visit the Stanford Investment Group, Inc. website at:

Stanford Investment Group, Inc. an SEC Registered Investment Advisor and FINRA member Broker/Dealer, is not affiliated with Stanford University.

For more information on the Stanford Center on Longevity:

The views, opinions and/or materials presented at the January 25, 2012 panel discussion by the Center on Longevity are solely those of the speakers. Statements represented in this material are expectations or beliefs of future events and involve known or unknown uncertainties and risks which could cause actual results, performance and events to differ materially from those expressed or implied in this material. Investing involves risk. Past performance does not guarantee future results. Investment returns and principal value of an investment will fluctuate.

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Joya Whitford
Stanford Investment Group
(650) 941-1717
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