Retirement Income Strategies with Actuary Peter Neuwirth

December152022

Ep4: Retirement Income Strategies — Meet David Scharf, president-elect, Conference of Consulting Actuaries (CCA)

Money Mountaineering with Actuary Peter Neuwirth
Money Mountaineering with Actuary Peter Neuwirth
Ep4: Retirement Income Strategies — Meet David Scharf, president-elect, Conference of Consulting Actuaries (CCA)
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A Note from Actuary and Author Peter Neuwirth, FSA, FCA — I invite you to tune in for this week’s episode of my podcast and video show, Money Mountaineering, where for 30 minutes, financial experts help us answer the question: What’s your future worth?

Meet our guest: David Scharf, president-elect, Conference of Consulting Actuaries (CCA)

Today’s topic: The important role of a practicing actuary

Petes asks David:

About David: ​As a principal and actuary based in Buck’s Secaucus, New Jersey office, David is a leader in innovation, executive benefits, and mergers and acquisitions; Scharf has more than 30 years of experience working with clients and their employee benefits programs.  He also serves on the Conference of Consulting Actuaries (CCA) board of directors and is their president-elect.  As president-elect, Scharf provides direction on the CCA’s strategic plan and serves as chair of their Strategic Planning Committee; he previously held various leadership positions within the organization since joining in 2000.   He is a frequent speaker at industry conferences and has published numerous articles.  Additionally, he serves on the Network of Actuarial Women and Allies (NAWA) Partnership Committee and participated in a U.S. Government Accountability Office (GAO) research study on nonqualified deferred compensation plans.  Scharf graduated with honors from Yeshiva University in New York with a bachelor’s degree in economics and mathematics. Click here to learn more.

And click here to learn more about actuary and author Peter Neuwirth: www.PeterNeuwirth.com • Listen to our podcasts on PeterNeuwirthRadio.com • Watch all of our episodes: www.PeterNeuwirth.tv

Since graduating from Harvard with a degree in mathematics and linguistics in 1979, Peter Neuwirth, FSA, FCA has held actuary leadership positions at consulting firms including Aon, Hewitt Associates, Watson Wyatt Towers, Perrin, and Towers Watson. He also ran the actuarial firm Coates Kenney and spent a year at Price Waterhouse.

Currently a Fellow of the Society of Actuaries and the Conference of Consulting Actuaries, Pete regularly consults with the largest corporations in the world about their retirement plans with a focus on time risk and money.

“These fundamental concepts shape our world,” explains Pete, a sought-after speaker for professional conferences and frequently quoted in national mainstream and trade publications.

After being asked too many times: “What is an actuary, exactly?” Pete has written two books in response and also explains: How does an actuary think, and why does it matter?

His first book, What’s Your Future Worth, is an accessible step-by-step guide to using the powerful concept of Present Value. Pete explains, “My goal is to help readers determine the value today of something that might happen in the future and evaluate outcomes that might arise from choosing one path instead of another.”

In his newest book, Money Mountaineering, Pete shares his views on the challenges we face to survive and thrive in a complex, uncertain, noisy and sometimes irrational wilderness. “I hope to help readers better understand the financial world they must live in and what they must do to make their way through it,” Pete shares.

Pete is also a senior consulting actuary for CapAcuity, a member of the University of Illinois Academy for Home Equity in Financial Planning, and the outside director at Rael & Letson. He is a longtime resident of Northern CA. Learn more at www.peterneuwirth.com.

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