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How Longevity Impacts Financial Planning and the Future of Retirement

Format: On-Demand Recording
Track: Retirement
Premier CE: 1 credit for CIMA®, CPWA®, and RMA® certifications
Cost: $60, or complimentary with Signature or Elite benefits 

Tune in to watch retirement experts Robert Powell and Shelly Giordano as they delve into practical takeaways to discuss with clients to best prepare for the future.
Read the full description below.


This product is eligible to be claimed with a Signature benefits package

This product is eligible to be claimed with an Elite benefits package


Learners must watch the program in its entirety to earn continuing education (CE) credit. The following entities have accepted it for CE credit:

Investments & Wealth Institute®

  • 1 hour of CE credit for CIMA®, CPWA®, and RMA® certifications
  • Audit-proof, Premier CE
  • Automatically uploaded to your certification record(s) upon completion (may take up to 24 hours to be reflected)

One year from the date purchased


Upon successful registration, learners will receive two emails: one including a transactional receipt and a second including navigation instructions for accessing the content. Access instructions are also included below:

  1. Log in to the Investments & Wealth Institute website, and click "Dashboard" in the upper right corner.
  2. From the Dashboard, click the "My Online Learning Center" link in the left navigation.
  3. Once re-directed to the Online Learning Center platform, your content is located under the heading My Courses on the main page. Alternatively, you can find it in the My Learning tab across the top navigation.

Please monitor your inbox and spam folders for these communications or contact the education department at education@i-w.org for assistance.

How Longevity Impacts Financial Planning and the Future of Retirement

Life expectancy has increased dramatically over the past century and it is one of the most important variables in financial planning. For retirement planning purposes, it’s critical to predict one’s life expectancy during retirement. How long a client will live, and at what age they will retire, determines many factors in one’s financial plans. Tune in to watch retirement experts Robert Powell and Shelly Giordano as they delve into practical takeaways to discuss with clients to best prepare for the future.

Featured Speakers

Devin Ekberg

Devin Ekberg, CFA®, CPWA®, CIMA®
Chief Learning Officer, Managing Director of Content Development for the Investments & Wealth Institute®

Devin oversees the development and delivery of Investments & Wealth Institute conferences, online education, and print publications. Devin is an expert in security analysis and financial analysis, and has developed educational products for investment consultants, wealth advisors, and individual investors. He earned his Master’s degree in Investment Management and Financial Analysis from Creighton University. He also holds three advanced certifications: Chartered Financial Analyst® (CFA®) from the CFA Institute, Certified Private Wealth Advisor® (CPWA®) and Certified Investment Management Analyst® (CIMA®) from the Investments and Wealth Institute. He currently serves on the investment committees for two non-profit foundations.

Shelley Giordano

Shelley Giordano
Chair of Funding Longevity Task Force
Author of What’s the Deal with Reverse Mortgages, and co-author of What You Don’t Know About Retirement Income Can Hurt You.

Dr. Milstein is a Scientist, Researcher, and Professional Speaker who makes cutting-edge Health and Wellness research approachable, and empowers his audience to apply these vital findings to their work and daily lives.

He earned both his Ph.D. in Biological Chemistry and his Bachelor of Science in Molecular, Cellular, and Developmental Biology from UCLA. His Doctoral research uncovered the role of a protein called “R1N1”, that suppresses breast cancer. Interestingly R1N1 is also involved in memory, and Dr. Milstein is fascinated by how the brain and body work in concert. Dr. Milstein has conducted research on topics including genetics, cancer biology, neuroscience, and infectious disease and his work has been published in multiple scientific journals. Dr. Milstein received the prestigious California Breast Cancer Research Fellowship Award in recognition of his work.

Bob Powell

Robert Powell, CFP®
TheStreet, USA TODAY, MarketWatch.com

Robert Powell is editor and publisher of TheStreet’s Retirement Daily and a frequent contributor to USA Today and AARP. He also serves as editor of the Investments and Wealth Institute's Retirement Management Journal; host of the IWI's Exceptional Advisor podcast; host of the Callaway Climate Insights podcast; co-founder of finStream.tv; and instructor in Salem State University's Online Elder Planning Specialist program. Previously, he served as editor of Retirement Weekly; managing director of Dalbar; and managing director of Acadient, an online financial education company. He has written about personal finance, investments, and retirement since 1986.