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Event Registration - Money Magic: The Economics Approach to Financial Planning featuring Laurence Kotlikoff, PhD.

Tuesday, September 13, 2022
12:00 PM - 2:00 PM Eastern Daylight Time
Money Magic: The Economics Approach to Financial Planning featuring Laurence Kotlikoff, PhD.

Please note, if you register on or after Monday, September 12th, we may not have a book available for you to take home from the event. We will be connecting with anyone who does not receive a book post event to schedule shipping.

Location   Pricing     
Babson College Boston Campus   Members | $50.00    
100 High Street, Boston, MA 02110   Non Members | $70.00    
    *Walk-in registration fee
is an additional $10.00
Join CFA Society Boston for an in-person luncheon to hear from esteemed speaker and author Laurence Kotlikoff, PhD. and receive a copy of his newest book "Money Magic: The Economics Approach to Financial Planning" that he will sign at the event.

To economists, your living standard—its level, sustainability, lifestyle cost, and variability—are your bottom lines. Achieving a high, stable, and safe living standard is the hallmark of economics-based financial planning. The economics planning approach is a century in the making. It dates from the seminal consumption-smoothing concept developed in the 1920s by Yale’s Irving Fischer. Numerous Nobel prizes have been awarded to economists for work in Finance. Most are grounded in consumption smoothing, including the prize awarded to Franco Modigliani who, together with Richard Brumberg, elucidated the macroeconomic implications of Fisher’s work in what is called The Life Cycle Theory.  

Specifying general principles of economics-based planning and delivering concise, household-specific financial guidance are two quite different things. But in 1993, Kotlikoff who is a full-time Professor of Economics at Boston University, began developing through his company, Economic Security Planning, Inc. He did so after realizing that software he was developing for his research could be turned into a general financial planning tool for financial advisers and the public  

Kotlikoff will reference MaxiFi and his new book, Money Magic: An Economist’s Secrets to More Money, Less Risk, and a Better Life in conveying the economics approach to financial planning. The economics approach is quite different and, often, at direct odds with the conventional approach. In his presentation, Kotlikoff will convey all aspects of the economics approach and compare it with conventional planning. He will also provide a real-time money demonstration using Kotlikoff, who is also a leading macroeconomist, will also share his economic outlook.  

Speaker Bio 
Laurence J. Kotlikoff, PhD.
is a William Fairfield Warren Professor at Boston University, a Professor of Economics at Boston University, a Fellow of the American Academy of Arts and Sciences, a Fellow of the Econometric Society, a Research Associate of the National Bureau of Economic Research, President of Economic Security Planning, Inc., a company specializing in financial planning software, a Research Associate of the Gaidar Institute, and a Research Fellow of the Goodman Institute. Kotlikoff is also a New York Times Best Selling author. The Economist Magazine ranked Kotlikoff one of the world’s 25 most influential economists. His website is

Professor Kotlikoff received his B.A. in Economics from the University of Pennsylvania in 1973 and his Ph.D. in Economics from Harvard University in 1977. From 1977 through 1983, Kotlikoff served on the faculties of economics of the University of California, Los Angeles and Yale University. In 1981-82 Professor Kotlikoff was a Senior Economist with the President’s Council of Economic Advisers.
Professor Kotlikoff’s writings and research address personal finance, inequality, taxation, Social Security, climate change, investing, healthcare, deficits, and insurance. Professor Kotlikoff is author or co-author of 20 books, hundreds of professional journal articles, and a multitude of op eds and blogs.

His most recent books are Money Magic, You’re Hired, Get What’s Yours – the Revised Secrets to Maxing Out Your Social Security (a NY Times Best Seller co-authored with Philip Moeller and Paul Solman), The Clash of Generations (co-authored with Scott Burns), The Economic Consequences of the Vickers Commission, Jimmy Stewart Is Dead, Spend ‘Til the End, (co-authored with Scott Burns), Generational Policy (MIT Press), The Healthcare Fix, and The Coming Generational Storm (co-authored with Scott Burns).

Kotlikoff’s columns have appeared in The NY Times, The Wall Street Journal, The Washington Post, The Hill, The Financial Times, The Times of London, Forbes, CBNC, Bloomberg, PBS NewsHour, The Dallas News, Neue Zürcher Zeitung, the Seattle Times, Vox, Fortune, Seeking Alpha,, VoxEU, Huffington Post, and other leading media.

Kotlikoff has served as a consultant to the Federal Reserve, the International Monetary Fund, the World Bank, the Harvard Institute for International Development, the Organization for Economic Cooperation and Development, the Swedish Ministry of Finance, the Norwegian Ministry of Finance, the Bank of Italy, the Bank of Japan, the Bank of England, the Government of Russia, the Government of Ukraine, the Government of Bolivia, the Government of Bulgaria, the Treasury of New Zealand, the Office of Management and Budget, the U.S. Department of Education, the U.S. Department of Labor, the Joint Committee on Taxation, The Commonwealth of Massachusetts, The American Council of Life Insurance, Merrill Lynch, Fidelity Investments, AT&T, AON Corp., and other major U.S. corporations.

Kotlikoff has provided expert testimony on numerous occasions to committees of Congress including the Senate Finance Committee, the Senate Budget Committee, the House Ways and Means Committee, and the Joint Economic Committee.

Kotlikoff’s company markets economics-based financial planning software, including,, and

In 2016, Kotlikoff ran for President as a registered write-in candidate. His platform – You’re Hired – is available at

11:30 AM Check-In and Registration 
12:00 PM Lunch & Author Presentation
1:00 PM Book Signing and Networking

Professional Learning Credits
CFA Boston has determined that this event qualifies for 1 PL credit hour under the guidelines of CFA Institute's Professional Learning Program.  If you are a CFA Institute member and a CFA Society Boston member, PL credit for your participation in this event will be automatically recorded in your PL tracking tool. Otherwise, you may upload 1 PL credit to your CFA Institute account in the PL tracking tool. 

Members can register by logging into their Boston specific account. Non-members and CFA Society Global members must create an account, or log into their Boston specific account, to register for this program. Confirmation details will be sent following registration. If you do not receive a confirmation email, please ensure you have completed the entire checkout process. 

Safety Protocols and Policies
The health and safety of our members and guests is important to CFA Society Boston. CFA Society Boston will follow local, national and CDC guidelines and will comply with all government regulations. We require that our attendees do the same.

For the safety of our members and guests CFA Society Boston requires all in-person event attendees to either be fully vaccinated, as defined by the CDC, OR test negative for COVID-19 no earlier than 48-24hours prior to the date and start time of the event.  

CFA Society Boston will not permit attendees that are openly displaying signs of illness to enter the event or remain at it. Guests should not attend if they are sick, have been sick within the day leading up to the event, or are considered a close contact of someone that tested positive for COVID-19. Should an attendee test positive for COVID19 or feel ill on or before the event date the individual should contact the society immediately to cancel their registration. 

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