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Focus on Retirement Demographics & Opportunities

Focus on Retirement Demographics & Opportunities

Focus Series, Virtual Event 
Thursday, August 29, 2019 | 11 a.m. ET - 3:30 p.m. ET

 

Global changes in demographics, behavior, and policy are dramatically transforming the retirement landscape. These trends create both challenges and opportunities for advisors with clients approaching or living in retirement. Advisors can add significant value for their clients by preparing them for a new retirement mindset, holistically planning for unique retirement risks and income needs, and addressing critical decisions as they transition out of the workforce. In this half-day, virtual event, learn how retirement professionals are ideally positioned to help their clients navigate their retirement from a lineup of researchers, academics, and practitioners.

Scheduled Sessions

Wealth Planning for Modern Families | 11:00 - 11:50 a.m. ET 
Angie O'Leary, Health of Wealth Planning, U.S. Wealth Management, RBC Wealth Management

As family structures have changed, so have the ways in which families build and grow wealth over lifetimes and generations. There is a need for fresh thinking when it comes to wealth planning and preserving family legacy. Join Angie O’Leary, as she explains why it’s time to rethink the vertical transfer and basic wills, and begin implementing planning strategies for modern families. | 1 CE credit

Advanced Annuity Strategies for Affluent Clients | 12:10 - 1:00 p.m. ET 
Graham Day, Managing Director, AXA Distributors, LLC

Strategies using variable annuities can overcome some unique challenges your affluent clients may face. Understanding how an annuity can provide solutions to advanced planning strategies will provide clients with potential solutions to their advanced planning challenges. Topics to be covered in this session include trust planning, wealth transfer techniques, including using a private foundation, and opportunities for business owners with Defined Benefit plans. | 1 CE credit

Behavioral Finance Tactices to Improve Retirement Readiness | 1:20 - 2:10 p.m. ET 
Herman Brodie, Founder, Prosecta Limited

Advisors who can help clients prepare emotionally for financial challenges, risks and opportunities will deliver a service beyond which any digital advice provider can emulate. But doing so means focusing less on spreadsheets and more on coaching clients to incorporate the latest behavioral finance lessons. Expert Herman Brodie explains how helping clients better estimate abstract concepts like probabilities, longevity, and cognitive decline are among the steps that will better prepare them for retirement. In the end, educating clients’ mindsets is what will lead to healthy financial behaviors and decisions pre-retirement and beyond. | 1 CE credit

Plan for the 21st Century Retirement | 2:30 - 3:30 p.m. ET 
Steve Vernon, FSA, Research Scholar, Standard Center for Longevity

Older workers face a series of critical decisions as they transition from the workforce into retirement. These decisions include deciding when to retire, whether to work part-time, when to claim Social Security, how to deploy savings in retirement, selecting medical insurance, protecting against the risk of long-term care, where to live, how to enhance your health and longevity, and nurturing your social portfolio. Join Steve Vernon as he explains how retirement professionals are ideally positioned to help their clients navigate these decisions. | 1 CE credit
 

Registration & Fees (USD)

  • $195 Member
  • $445 Join & Learn (includes 1-year of Investments & Wealth Institute membership)

Register

Note: After registering, you will receive an email that will include a link to additionally register in the GoToWebinar platform and an option to add the event to your calendar. Please monitor your inbox and spam folders for this communication and contact education@i-w.org if you do not receive this email within one hour of registering on the Institute website.

 

Continuing Education

Learners must be logged in to the webinar delivery platform on August 29, 2019 for the entire session(s) to receive the corresponding continuing education (CE) credit. Pending approval, the following entities will accept it for CE credit:

Investments & Wealth Institute®

  • Up to 4 hours of CE credit for CIMA®, CPWA®, and RMA® certifications (pending approval)
  • Automatically added to certification record within 2 weeks of the event 

CFP Board

  • Up to 4 hours of CE credit for CFP® certification (pending approval)
  • Reported on your behalf to CFP Board within 2 weeks of the event
Note: In order for CE reporting to take place, you must enter your Institute ID number and/or CFP Board ID number in the GoToWebinar platform when you join the webinar.

 

Access Instructions

After registering on this website, you will receive an email that will include a link to additionally register in the GoToWebinar platform and an option to add the event to your calendar. Please monitor your inbox and spam folders for this communication and contact education@i-w.org if you do not receive this email within one hour of registering on the Institute website. We highly recommend that you test the GoToWebinar platform on your device the day before the event to ensure your participation.

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