Date: Thursday, October 27, 2022

Time: 1 pm ET | 10 am PT

Cost: Complimentary

Sponsored by: Investments & Wealth Institute

With market volatility, inflation, a possible economic downturn and even stagflation dominating headlines, pre-retirees and retirees are seeking critical advice and want to know about products and services that can address their present and future income needs. How will these factors affect their savings, returns, and plans over the next few years and over the long-term? The fast-changing economic climate presents advisors with opportunities for in-depth client conversations about the best ways of producing and adapting income streams while improving overall retirement security. Clients and potential clients are in need of informative and innovative insights into the risks facing their retirement portfolios, and how you can help minimize these risks, while helping their financial lives in other ways.

Join this complimentary webcast to discover how to help clients balance risks with their desire to enjoy a satisfying lifestyle in retirement. You’ll understand:

• The latest challenges and opportunities for helping clients with retirement income planning in the face of economic volatility
• How to integrate some of the latest retirement-planning techniques into overall wealth management
• How to support clients concerned about short-term economic issues, as well as longer-term dynamics like longevity, changing market conditions and other retirement risks
• And more!

REGISTER NOW!

Speakers: 

Janet Levaux | Editor in Chief​​​​​ | ThinkAdvisor & Investment Advisor

David Blanchett | Managing Director and Head of Retirement Research​​​​​ | PGIM DC Solutions

Mike Kurz | Director of Educational Programs | Investments & Wealth Institute

Marcia Mantell  | Owner | Mantell Retirement Consulting