profile-photo

Tom Hegna

Keynote Speaker, Economist, Retirement Expert

Add to wishlist

Book Tom Hegna

Retirement Expert, Economist, Best Selling Author, Public TV host and International Speaker with a 30 year record of consistent top performance. Focused on providing value to companies, financial advisors and their clients. His PBS TV Special - Don't Worry, Retire Happy has played in over 80 Million Homes in the US and Canada. Tom is a member of the Elite "Million Dollar Speakers Group" of the National Speakers Association - this is the top 1/2 of 1% of Professional Speakers in the world.

Tom uses the research of the leading PhD's in the world to teach people how simple it really is to retire happy and successful - regardless of the economy, stock market or interest rates.  His presentations are basied in math and science, not opinions.  He has a magical way of combining power content with humor to do what he calls "edutainment."


Tom has been inducted into both the Louisiana and Arizona NAIFA Halls of Fame. He has trained over 300,000 Financial Advisors and given over 5,000 public seminars and webinars. His motivational and educational presentations entertain and educate.  If you want a speaker who NEVER disappoints, Tom is your speaker!

Speaking Topics

Don’t Worry, Retire Happy!: Seven Steps To Retirement Security

"Don’t Worry, Retire Happy! Seven Steps to Retirement Security" is your guide to straight-forward retirement planning in uncertain times. In this presentation, Tom will simplify the retirement journey with his seven steps to retirement security. Learn how to make a trouble-free plan for retirement with a solid foundation to build on for future generations. Avoid living a just-in-case retirement and enjoy the fruits of your labor! Whether you are a late starter with your retirement planning or you have significant savings, this presentation outlines how to make the most from the least with the smallest amount of risk.

Retirement Alpha: How Mortality Credits Improve Retirement Outcomes

Join Tom Hegna for a stimulating session on how the insurance industry is uniquely situated to solver the boomer retirement crisis. In a low interest rate environment, CD’s and Bonds are not going to give the adequate “alpha” necessary to provide adequate income to retirees. Utilize “Retirement Alpha” by using life insurance and guaranteed lifetime income from a life insurance company! Understanding the importance of securing Alpha and how it is essential in every retirees plan!

Social Security Optimization

Did you know that for many Americans, their largest retirement asset is Social Security? For a lot of people, they spend more time planning their yearly family vacation than they do planning their Social Security benefit. A great seminar for advisors and consumers alike, it’s never too late to start planning your Social Security!

Unique Retirement Challenges For Women

The number of single women retiring is increasing every day. Divorce, delayed marriage, death of a spouse, or merely the desire to remain single are all causing this demographic to grow. All these prospects will need your help to optimize their retirement plan, so are you ready to inform that widow that her deceased spouse’s life insurance policy doesn’t make her a millionaire ? Tom covers these retirement challenges unique to this type of client so you know how to provide the solutions.

Paychecks And Playchecks: Retirement Solutions For Life

If you ask 50 different financial advisors how to plan for a secure retirement, you will get 50 different opinions. Their opinions are likely to be sub-optimal. "Paychecks and Playchecks: Retirement Solutions for Life" is a guide for retirement that is built for uncertain markets like the one we are in today. The strategies in this presentation are based on a mathematically and scientifically proven approach that will enable you to create a secure retirement, no matter how long you live. You will learn how to retire with enough guaranteed lifetime income to cover your basic expenses and how to optimize the rest of your portfolio to make sure you receive your "playchecks."

Tom Hegna's Experiences

EXPERIENCE DETAILS

*
Virtual In-Person

Experience Details

Virtual In-Person
I'm prepared to move to contract immediately if my offer is accepted.

Payment Terms

+
=
I understand that submitting this firm offer form is a legally binding offer to contract with the talent on the terms above, should the talent accept them within 5 business days of when this form is submitted. I further agree to Engage's standard booking terms & conditions.

Testimonials

Tom's genius is taking the most complex concepts and putting them into simple and memorable terms. His conviction and passion for these principles, not only educate people, but more importantly, inspire them to act.

Few people have a multi-million dollar impact on a company or an industry. Tom is one of those people. Tom has an unbridled passion for retirement income. This passion is contagious and motivates agents to action. His ideas are simple, yet sophisticated. He resonates with the newest agents and most experienced agents alike. Very few people have the ability to light up a room like Tom does.

Thank you for the tremendous main stage presentation - the content and passionate delivery were beyond compare - you hit a grand slam with our attendees - the evaluations rated you as the top speaker ever!

  • What is your favorite quote? If it’s to be, it’s up to me.
  • Are there any moments that stand out as having a significant impact on your career? During the great financial crisis in 2008/2009, I was asked to keynote the Boomer Retirement Roadshow. I showed financial advisors how to help their clients retire confidently during one of t
  • Outside of your profession do you have any hobbies/interests? Golf and Snow Skiing. I won the Flagstaff Ranch Club Championship in 2020 and the Senior Club Championship in 2022.
  • Who do you look up to as a mentor and why? Joe Jordan and the Kinder Brothers motivated and inspired me when I was a brand new financial advisor. I would not be here without them.
  • Is there anything else we should know about you? I’ve been married for 39 years, I have 4 children and 3 grandchildren. We spend our summers in Flagstaff, AZ and our winters in the Phoenix area. I spent 22 1/2 years in the US Army and am

Start With Curated Recommendations From Our Expert Team

We book thousands of speakers each year for clients ranging from Fortune 10 companies to local associations. Every event is unique. That's why the best place to start your search is with a list of recommendations tailored to your thematic goals, audience profile, and budget. Fill out the form below to get started!

0 0
$5000 $21000
X