Even when your shoppers consider that you’ve executed job positioning them for a snug retirement, many — no matter their wealth — should still fear about working out of cash because of points similar to greater inflation and rising well being care prices. These “wild playing cards” are serving to re-write the foundations of retirement planning and altering the way in which advisors work together with each shoppers and prospects. 

On this dwell webinar, Wealth Administration IQ and trade thought leaders will current key findings from a brand new analysis research revealing how high-net-worth and mass prosperous buyers’ views about retirement are evolving – and in the end, the position a monetary advisor may play in serving to get shoppers to and thru retirement.  

This webinar will look at the numerous methods advisors can efficiently tackle key consumer considerations and appeal to these looking for options. Particularly, our panel of trade professionals will talk about: 

•    How current market and financial situations have influenced and adjusted views about retirement. 

•    How advisors can greatest place their providers to align with prospects’ best wants and fears

•    Funding administration and why it might not be as crucial as you suppose.

•    What retirees and near-retirees actually take into consideration retirement revenue.

•    When do these of their 50s and 60s plan to retire? The shocking responses.

Produced by

Sponsored by

Mark Bruno – Moderator

Managing Director, Wealth Administration

Informa Join

Kristin Letourneau, PhD

Vice President, Analysis

Informa Interact

Cooper Sinclair

Vice President, Advisory Distribution Technique

Midland Advisory

Disclosure

As a part of Midland Nationwide® Life Insurance coverage Firm, Midland Advisory focuses on retirement options that assist meet the wants of registered funding advisors (RIAs) and their shoppers.