Date: Thursday, August 24, 2023

Time: 1 pm ET | 10 am PT

Cost: Complimentary

Sponsored by: Investments & Wealth Institute  |  Retirement Management Advisor

Individuals and families with more wealth today are increasingly turning to financial professionals for critical advice. Retirement savings and wealth accumulation represent an exciting and rapidly changing field as new, complex issues and financial strategies are emerging. However, clients across the wealth spectrum face a growing number of challenges in balancing different savings vehicles with legacy planning goals, longer lifespans and other concerns. Advisors with the right retirement planning skill sets can deliver tremendous value to their clients, boosting both loyalty to their firm and revenue.

Join this complimentary webcast to learn cutting-edge approaches and strategies in retirement savings, and how advisors can best help clients address their top wealth objectives. You’ll discover:

• The latest challenges and opportunities in retirement savings for clients at different wealth levels
• How savings options are likely to change in the future, and how the advisor may evolve alongside the needs and expectations of tomorrow’s retirees
• How best practices can be integrated into wealth management services to complement clients’ tax planning, legacy goals and decisions about claiming Social Security
• Longevity and other retirement risks that can negatively affect even the most diligent savers
• And more!

Speaker: 

John Manganaro | Senior Reporter | ThinkAdvisor