Thursday, November 17th, 2022 at 6:30 PM CT
When you enter retirement, you move from the accumulation phase of life to the decumulation phase. And this transition—from living off your paycheck to living off your portfolio—can be challenging to navigate from a financial and emotional perspective. It’s a big change, but having guidance and some perspective for the journey can make all the difference.
It is with this in mind that we are thrilled to host our Paycheck to Portfolio evening at Chandler Hill Vineyards. The evening will feature a presentation by Todd Brand and Dr. Brian Carpenter, Professor of Psychological & Brain Sciences at Washington University in St. Louis. Todd and Dr. Carpenter will be discussing the practical and emotional side of moving from paycheck to portfolio in retirement, along with strategies that Brand AMG implements on behalf of clients to simplify the process.
Seating is limited to the first 60 registrants, and we hope you can join us for what promises to be an impactful evening for anyone who is approaching or living in retirement!
Event Details
Date: November 17th, 2022
Time: 6:30 – 9:00 PM
Location: Chandler Hill Vineyards at 596 Defiance Rd, Defiance, MO 63341
There will be a bus available to take people from the lower parking lot to Chandler Hill.
Event Menu*
Appetizers: Cocktail meatballs and tomato, basil & mozzarella bruschetta
Main Dish: Traditional Country Caesar Salad, Chicken Marsala, Whipped Potatoes, and Asparagus Spears with Lemon Butter
Bar: Guests will have the choice to pick from three standard white and red non-reserve wines chosen by Chandler Hill’s Sommelier, domestic bottle beer, and beers by Perennial Artisan Ales
*If you have dietary restrictions, are vegetarian, or have food allergies, please let us know by sending an email to info@brandamg.com
About the Presenters
Brian D. Carpenter, Ph.D.
Professor of Psychological & Brain Sciences, Washington University
Brian D. Carpenter, PhD, is a Professor of Psychological & Brain Sciences at Washington University in St. Louis. He received a B.A. from Williams College and a doctorate in clinical psychology from Case Western Reserve University, followed by postdoctoral training in geropsychology at the University of Pennsylvania and in palliative care at the Portland Oregon VA Healthcare System. He teaches undergraduate and graduate courses that focus on aging and the end of life. He also directs a research laboratory that studies ways to improve communication between older adults, their family members, and their healthcare providers. A licensed clinical psychologist, he also provides counseling services to older adults and their families in Clayton.
Todd Brand, AIF®
President & CEO, Brand AMG
Todd Brand serves as the Chief Executive Officer and President for the firm. He has more than 25 years of experience in the wealth, institutional investment, and retirement planning business of Brand Asset Management Group, Inc.
Todd earned the AIF® designation in 2009. Attainment of the AIF designation demonstrates understanding of the Prudent Practices® and methodology. His undergraduate degree in Financial Services & Planning and his MBA both come from Baylor University in Waco, Texas.
Todd serves on the Board of Elders at West County Community Church, the National Christian Foundation St. Louis, and is an active supporter of many local nonprofits, including For His Glory Ministries, Thrive St. Louis, and the Special Education Foundation. He serves as a mentor in Deloitte’s NextGen Leaders Program. Todd is also a member of the Financial Planning Association, Chesterfield Chamber of Commerce, Employee Benefits Association, the Entrepreneurship Institute, and a former member of the Entrepreneurs Organization in St. Louis.
Outside of business, Todd speaks on the topics of marriage, faith and family along with his wife, Holly L. Brand, PhD.