Adriane G. Berg is one of the most professionally credentialed educators on radio, television and at the podium. An attorney and expert in aging and longevity, Berg brings a practical, informal voice to topics shrouded in jargon and complexity.
An inspiring "infoprenuer," Berg is creator of two enterprises devoted to the dissemination of information in the areas of longevity and aging as they relate to housing, health, personal finance, work/balance, and leisure. She is creator of the Wealthbuilder Newsletter, devoted to investor education and now in its ninth year. Wealthbuilder also produces seminars, training and marketing concepts regarding aging and adult life and, under Berg's oversight, created a 50th anniversary event for the Empire State Building in conjunction with the U.S Treasury.
Berg has acted as consultant to numerous financial firms and social service organizations, including New York Life of Greater New Jersey and Hunter College's Brookdale Center on Aging. She has been the spokesperson for the National Coupon Association and Penn Pacific Insurance. She is a founder of the Academy of Elder Law Attorneys and served as Chair of the New York State Bar Association's Subcommittee on Estate Planning. She was recently named to the U.S. Treasury Greater New York Committee for Savings Awareness and is a former board member of the International Association for Financial Planners, among many professional organizations. She holds a J.D. from the New York University School of Law, where she was an Editor of the Law Review. Berg is currently the financial expert for Trend Sight, a business research arm for companies seeking to attract the baby boomer and active adult market. TrendSight is the creation of renowned entreprenuer Mary Furlong, creator of Senior Net.
A renowned author, Berg has written 13 books on personal finance, including her most recent book, How Not To Go Broke at 102: Achieving Everlasting Wealth. She is a frequent guest on a variety of television programs, including "Oprah" and "Good Morning America," as well as the CNN Financial Network. She is a significant expert on the Internet, providing content for some of the most influential sites on the web: moneyinsider.msn.com, abcnews.com, iVillage.com, finance.com, and benefitmall.com.
Bringing her humor, insight and energy to every medium, Berg's mission is to "bring simple solutions to life's complex issues."
Keynotes:
1) Marketing To The Baby Boom And Silver Markets
Adriane is a renowned marketer and spokesperson for MetLife, New York Life, Interstate Financial, The American Coupon Association, First Penn Pacific, American Express/MBNA, American Express Financial, to name a few. Adriane has adapted her consultation process to create a stimulating keynote address that digs deep into your corporate culture and raises awareness of how your company can reach the "fungible generation - 45-75." This presentation is also a one- or two-day marketing boot camp that raises awareness in every aspect of your marketing from print, to video, to packaging to capture the lucrative 45-plus market.
· Generation Bold - Understanding the psychographic of the leading edge baby boomer
· Selling to the Adult Child - half of all people 60 have living parents, you can get their business in all areas of their life
· Grandparents to Be-Boomers are about to become grandparents but are more like Auntie Mame; reach them through the correct message points and media outlets
· Gorgeous at 60 - Capture the amazing market of post menopausal women
· Nutrition Programs - What To Feed the Generation that Created the $8 Arugula Salad?
· Boomer House - The truth about Universal Design and the Boomer - or “Wheelies in the Bathroom”
· Creating the Age-Friendly City - What We Can Learn From Third World Countries
2) The 7 Changes of Longevity
This presentation covers the 7-mega trends caused by worldwide ageing: housing, work, health, money, relevance, family and ethics. It is a fascinating keynote filled with eye-opening data from the discovery of the Methuselah gene, which will eventually be up for sale, but by whom? To the need for intergenerational housing instead of bunker communities to warehouse the disposable aging, to the development of road systems that will allow us to drive past 80. The audience is riveted with the futurism of longevity, and business people are left popping with ideas on how to make their business longevity friendly.
3) Successful Aging and Relevancy in an Ageist World
Baby boomers will lose their power simply by the fact of aging in an ageist society. Although most of us accept ageism as a fact of our culture and engage in it ourselves, the full impact is not clear until we are discriminated against, often without our awareness. Adriane will expose the ways in which we face ageism, and how we can stay relevant to our society as a method combating our cultural prejudice.
4) Your Employees and the Care Giving Experience
The average age of caregivers is 46. Half of all 60 year olds have at least one living parent. How will they navigate the workday if they are preoccupied with their parent's health care? Train your executives and employees to successfully under take care giving duties, manage their time, recognize their role as care giver, avoid downward spirals, improve doctor patient communication, access health benefits. This can be a lunch and learn or full day tutorial that will build loyalty and improves lives.
5) Managing The Intergenerational Work Force
We are now experiencing the first 4-generation work force. With bosses younger than workers, and our very youngest generation controlling our technology, and seniority among top managers, it's hard to make policy decisions and create a process that works for all work styles. Adriane explores the historical roots of work force attitude and work and management style and shows how history defines our habits. She then goes on to suggest ways of smoothing and finally capitalizing on tour work force differences. Adriane's material is based on several studies by universities and work-force think tanks. She can separately consult with your firm to create work force pattern improvement. Adriane consults along with Anita Kramer, MSW, the former Assistant Commissioner of the New York City Department For the Aging under the Giuliani Administration.
6) How Not To Go Broke At 102:Achieving Everlasting Wealth
This presentation is based on Adriane's best-selling book and explores the real costs of longevity today. It traces where the weak points in our personal financial fortress begin to tear down after 75, even if we have planned carefully. It covers the current state of Social Security, Medicare and Medicaid, and suggests how individuals and corporations can prepare for the decades ahead. This is Adriane's signature presentation and is of international appeal.
7) Financial Gerontology and Longevity Planning
Learn how two disciplines, personal finance and gerontology, are melding their expertise in the age of growing life expectancy to help individuals understand and pay for extended life with high quality of living, and financial industry plan for new products and services.
8) The 10 Secrets of Post Retirement Millionaires
Money is hard to come by before retirement. Witness the current struggle to make up for lost time in the last decade of work. But, what if the most money you ever made was assured to you after retirement? Adriane's lively presentation redefines the peak earning years to start after 65. She carefully explains in detail what the audience must do to embark on any one or more of 10 ways to make substantial fortunes after age.
9) The Real Estate IRA, Universal Design and Aging in Place
Eight years ago, Adriane revealed on the Microsoft web site that the IRS allows us to purchase real estate in our IRA. This article remains the single most popular she has ever written, receiving the greatest e-mail response. The desire to own real estate for retirement living or invest is shared by millions of Americans. The audience will learn the nuts and bolts of setting up and managing the real estate IRA, the concepts of universal design, what to look for in a retirement property, including the features that neighborhoods need so that we may truly age in place, no matter how long our longevity. This presentation is often sponsored for the public by companies in the real estate profession or used as a sales eye opener in a real estate sales training session.
10) Anyone Can Be A Philanthropist
As a renowned trusts and estates attorney and co-founder of the Academy of Elder Law Attorneys, Adriane is fully familiar with the laws of charitable giving in its many sources. From real estate to insurance policies to small and large donations, Adriane can instruct your audience in laymen's terms of the benefits of planned giving for wealth creation for themselves and their families, as well as for your charity.
11) Lawyers and Longevity
Members of certain professions are in a unique position not only to personally give to charity, but also to shepherd others into doing so. If you intend to apply to lawyers, CPAs, Financial Professionals, etc., Adriane speaks their language, and can keynote or present a workshop that brings them up to speed on the tax advantages, personal wealth and personal satisfaction that they and their clients can gain from trusts, gifts of appreciated property, real estate, stocks, and insurance in a lively manner that results in increased donations and heightened donative intent.
12) What Really Drives the Cost of Health Care?
An eye-opening look at what really costs our society money when it comes to health care, from facilities vs. aging in place, to prevention vs. cure, to medical allergies vs. designer drugs and more.
Others:
Marketing Tourism - a guide for CVBs, economic development and tourism national groups
Longevity is a Woman's Issue
How to Survive Your Parent's Old Age
How to be a Successful Beneficiary
Branding and the Myth of Senior Loyalty