Jack Tatar

Jack Tater

Jack Tatar is the author of four books that are changing how people view retirement.  His latest books, “Having the Talk: The Four Keys to Your Parents’s Safe Retirement” and What’s the Deal with The Talk Between Adult Children and Their Parents?” examines the vital discussion between adult children and their retired or retiring parents about later life issues.  His previous books, “Safe 4 Retirement: The 4 Keys to a Safe Retirement” and “The 10 Joys of a Safe Retirement” both reached #1 on Amazon in both the Personal Health and Personal Finance categories.

After experiencing deep personal tragedies, Jack Tatar, one of the world’s leading market researchers, examined the realities of retirement and what he discovered is that many people are “thrust” into retirement, ill equipped to handle the new aspects of their life.

Jack’s books are unique in the retirement book market as they focus on the “holistic” view of retirement rather than exclusively on financial matters, which is what most retirement books focus on today.  The ‘Four Keys to a Safe Retirement’ are:

  • Financial Preparedness
  • Health & Wellness
  • Mental Attitude
  • Staying Involved

Inspirational and Motivational Speaker

Jack is now booking appearances at conferences, conventions and events.  He is also available  for small group webinars.

Jack’s current list of speaking topics include:

  • Making A Safe Transition to Retirement – Being Financially Prepared is only ONE Aspect
  • Taking a Holistic View of Retirement
  • Having ‘The Talk’ With Your Parents About Retirement
  • Realizing ‘A Joyous Retirement’
  • How to Achieve ‘A Safe Retirement’
  • Addressing The ‘Challenges’ of Retirement
  • The Four Keys to Living Well (all age audiences)
  • Learning to Listen, Listening to Learn (for sales professionals)
  • What’s the Deal with Bitcoins? (these sessions come with copies of Jack’s book, ‘What’s the Deal with Bitcoins?“)

Jack is an experienced speaker and presenter who was also a successful financial advisor with a major brokerage firm for nearly a decade and can knowledgeably address complex financial topics as well as the other aspects of his ‘4 Key’ strategy (all topics/programs can be specifically structured for financial and other sales professionals as well).

His speaking programs examine these detailed aspects of his books and strategy:
–      Developing a financial plan and choosing a financial advisor
–      How to manage your retirement income
–      Understanding the complexities of Medicare and Social Security
–      Managing your health and learning how to eat healthy
–      Implementing an exercise plan into your retirement
–      Creating a positive attitude that will lead to a longer life
–      The 5 Steps to effectively transition into retirement
–      Learn to cope with the difficulties of losing loved ones in retirement
–      What are the 10 Steps that will lead to a ‘Joyous Retirement’
–      Finding the right opportunities for travel and volunteering
–      Using new technologies and social media to connect with others
–      AND How children of pre-retirees should have ‘The Talk” with their parents about preparing for retirement (perfect for multi-generational audiences)

This is not just for financial based programs.  It’s also not just for retirees and pre-retirees – his approach is well positioned as a multi generational topic that will appeal to the children of retirees and pre-retirees.  His approach to health, wellness, positive thinking and community involvement make Jack a quality speaker for not only financial based programs but lifestyle, health, relationship and community based events.

Jack uses his experiences as an innovative business leader, former stand up comedian, talented writer, college football player and former stutterer to provide an inspirational and educational program that transcends ages with a message that is not only applicable for retirement but for all stages of life.

Jack received his BA from Stony Brook University (1981) and his MBA from Pepperdine University (1990).


SPECIAL OFFER: Jack resides in the New York area and for speaking bookings in the New York area (including New York City, New Jersey, Atlantic City, and Philadelphia), please ask about booking discounts for these locations!

To contact Jack Tatar for speaking engagements and appearances:

Jack Tatar

People Tested Publications

125 Broemel Place #815

Pennington, NJ 08534

609.818.0899 (Jack’s direct line)

609.644.2800 (Booking information)

E-Mail: jack@PeopleTested.com

Website: www.PeopleTested.com


Print out updated information on Jack and his speaking programs