Life Strategy by TCI | Life Strategy Conference test
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Life Strategy Conference test

Tuesday, November 17th 2015
Santa Monica, CA

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Exploring the Intersection of Wealth Management and the Science of Happiness

Maximizing the amount of happiness and fulfillment you experience in your life is a noble endeavor. Determining the levers that have the most meaningful impact towards reaching this objective, however, can be very challenging.  This conference is designed to help illuminate some of these levers and provide practical, actionable advice to help you unlock a more strategic approach to living your life in harmony with your values and goals.


The 2015 Life Strategy Conference will provide attendees with the following:

  • The latest academic insights from the the field of The Science of Happiness
  • A keen understanding of the role fear plays in your approach to money and investing
  • A financial planning process designed to help you live your life in harmony with what you value most



Sonja Lyubomirsky, PhD
Department of Psychology
UC Riverside

Dave Butler
Dimensional Fund Advisors

Dave Butler
Head of Global FA Services
Dimensional Fund Advisors


Claudia Aguirre, PhD


Jay Kumar, PhD
Applied Brain Science Research Institute for Wealth & Wellbeing


Trisa Summers
CEO & Partner
TCI Wealth Advisors

Kristin Keffeler

Kristin Keffeler
Kinetic Enterprise, LLC


Weston Wellington
Vice President
Dimensional Fund Advisors


Marc Campbell
Wealth Advisor & Partner
TCI Wealth Advisors

Mission Impossible Improv

Mission Improvable
Resident Comedy Troupe
M.i.’s Westside Comedy Theater



8:00-8:30am: Breakfast

Get your day started right.

8:30-8:45am: Welcome

Marc Campbell

Wealth Advisor & Partner

TCI Wealth Advisors


Marc will give an overview of the Life Strategy framework and also go over the lay of the land for the day.

8:45-9:45am: Why Should We Care About Happiness, and What Can We Do To Maximize It?

Sonja Lyubomirsky, PhD

Department of Psychology, UC Riverside


Happiness not only feels good; it is good. Relative to their less happy peers, happy people are more creative, productive, and helpful, have more stable marriages, and boast stronger immune systems. Until recently, however, many scientists were pessimistic about the very notion that happiness can be lastingly increased.  In this talk, I will describe the ideas and findings from my two books, The How of Happiness and The Myths of Happiness, debunking the misconceptions that we have about happiness.  Drawing on my two decades of research with thousands of participants, I will introduce a self-administered program to boost health, productivity, and happiness in our day-to-day lives by describing a dozen uniquely formulated “happiness strategies” that we can practice on a regular basis.  In sum, emphasizing how much of our happiness is within our control, I will address the scientific “how” of my happiness research, demystifying the many myths that unnecessarily complicate its pursuit.  My findings have significant implications for increasing happiness both at home and in the workplace.

9:45-10:45am: Mindfulness, Meditation, and the Brain

Claudia Aguirre, PhD



Not too long ago, we believed that the adult brain was static and set in its own ways. Today, we can finally dismiss the old saying, “you can’t teach an old dog new tricks” as myth. This tremendous shift in our understanding of the brain – that the adult brain can still be deeply transformed through experience – has paved the way for new studies demonstrating how different experiences change our minds and bodies. Today, in our electronic, distraction-filled world, the ancient practice of meditation is having a cultural renaissance due in part to this shift in paradigm. Research over the past two decades broadly supports the claim that mindfulness meditation – practiced widely for the reduction of stress and promotion of health – exerts beneficial effects on physical and mental health, and cognitive performance. Meditation activates brain areas involved in self-awareness and self-regulation, leading to a state of mindfulness. Among other mind-body therapies like yoga, tai-chi and cognitive behavioral therapy, meditation is a practice that may have a substantial impact on biological processes critical for physical and mental wellbeing. In this talk, I will uncover the mechanisms behind the power of meditation, and share best practices for incorporating mindfulness into daily living.

10:45-11:00am: Break

Snack time!

11:00-12:00pm: The Big Tease

Weston Wellington

Vice President, Dimensional Fund Advisors


How easy is it for professional researchers to identify investment opportunities for above-average gains?  How helpful are the financial journalists who seek to bring such experts to our attention?  In The Big Tease, building off of his long career of working with some of the top academics and investment professionals in the world, Weston Wellington offers a light-hearted look at the world of conventional investment advice and suggests that ignoring the “experts” may be the most fruitful strategy of all.

12:00-12:30pm: Lunch

Time to fuel up for the back half of the day.

12:30-1:00pm: Live Improv Performance

Mission Improvable

Resident Comedy Troup at Westside Comedy Theater


It’s now time for us all to wake up and get our juices flowing after that heavy lunch!  The agents of MISSION IMPROVable, who have done thousands of shows around the world, are just a few audience suggestions away from creating a brand new and original production that’s all about whatever we tell them!  It’s like the TV show “Whose Line is it Anyway?” – but there is a bit of a twist.  Just like in the old TV series “Mission Impossible,” the actors in Mission IMPROVable are actually secret agents of comedy.  And we, as their co-agents, will participate in several hilarious theater games or “missions” by yelling out suggestions.  No conference about life strategy and happiness is complete without some well-deserved belly laughs!

1:00 - 2:00pm: How Do Our Brains Understand Money, and What Can We Do About It?

Jay Kumar, PhD

Co-Founder, Applied Brain Science Research Institute for Wealth & Wellbeing


When it comes to life’s major stressors, money ranks at the top of the list for many of us, but did you know there’s now a scientific reason explaining our pervasive fears around money?  Whether it’s a fear that you won’t have enough, or a fear that you’ll lose what you have, your brain has an evolutionary bias that equates money with competition, survival, and scarcity.  Consequently, these primal triggers in our brain’s circuitry make happiness evasive, no matter how much wealth we possess.  The good news—we are also biologically wired to liberate ourselves from our brain’s built-in anxiety around money.  In this engaging and experiential presentation, I reveal insights from emerging social neuroscience and behavioral economic research that challenge conventional wisdom about the link between financial wealth and long-term, sustained happiness.  Advancing strategies from my upcoming book The Currency of Happiness, we explore the “mechanics of money” inside our own brain that hinder happiness, but that also empower us to invest in authentic wealth and wellbeing.

2:00-2:45pm: The Past, Present, and Future of the Financial Advisory Business

Dave Butler

Head of Global Financial Advisor Services, Dimensional Fund Advisors


The financial advisory business has evolved a tremendous amount over the last twenty years.  Financial advisors now seem to come in all shapes and sizes, offering a wide variety of services and value propositions.  This has made it increasingly difficult for the general public to identify quality advisors who can truly help them develop and execute a robust and sustainable financial plan.  In this talk, Dave Butler, Head of Global Advisor Services at Dimensional Fund Advisors, will draw upon his extensive interactions with thousands of advisors over past two decades to provide perspective around the past, present, and future of the industry.  From there, Dave will share his observations around the key characteristics shared by many of top financial advisors in the world, and provide practical advice to help you select an advisor to best meet your needs.

2:45-3:00pm: Break

Get ready for the home stretch.  You’re gonna love it!

3:00-4:00pm: Grace in the Cauldron of Chaos: Creating and Pursuing Your Personal Strategic Vision

Kristin Keffeler

Principal, Kinetic Enterprise, LLC


Living your life in harmony with your goals and values takes ongoing effort, but the reward is a life filled with greater meaning, purpose, and fulfillment.  The first step in this noble pursuit is developing a Personal Strategic Vision for yourself.  By combining innovative thinking from the fields of individual human performance and organizational/family dynamics, we will explore the key questions at the heart of any successful personal vision, and also discuss the importance of resiliency and adaptability in the process of successfully implementing your vision.

4:00-4:45pm: Determining “What is Enough”

Trisa Summers

CEO, TCI Wealth Advisors


Building upon Kristin’s talk, now that you understand the importance of a robust Personal Strategic Vision, Trisa will discuss the key variables necessary to build a powerful financial plan that supports your vision.  By understanding your current financial state, as well as your desired future financial state, it is possible to map out a realistic savings and investment plan that maximizes your chances of living your life in harmony with your values and goals.  Aligning your vision with your financial plan is a little-recognized, but incredibly impactful way of activating a deeper sense of meaning and purpose in your life, thereby increasing happiness, and this session will lay out a clear process for achieving this important objective.

4:45-5:00pm: Closing and Next Steps

Marc Campbell

Wealth Advisor & Partner

TCI Wealth Advisors


Marc will “bring it home” and share ways you can continue to build an even more strategic approach to living your life in harmony with what you value most.



There is no cost for this event.  And if Life Strategy by TCI and the event agenda resonate with you, we’d love for you to join us.  Because we have a limited number of spaces available, however, we unfortunately may not be able to accommodate everyone.


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