Understanding and managing investors' retirement income expectations

This podcast series covers research and strategies for advisers looking to close the retirement 'planning gap'

Dec 6, 2017 @ 12:01 am

Identifying and Defining the Planning Gap

This podcast focuses on the differences in investor and adviser retirement expectations – and specifically quantifies the “gaps” in retirement income planning that advisers will need to focus on closing with their clients and potential clients. Matt Sirinides, InvestmentNews' Senior Research Analyst, presents the findings in detail in this podcast, which was excerpted from the hour-long webcast, “How investors think vs. advisers plan for retirement income.”

Related Planning Gap Resources:

To access the full “Planning Gap” webcast, click here.

To download the full “Planning Gap” study, click here.

To view the “Planning Gap” microsite, which includes access to additional retirement income planning tools and resources, click here.

This material is not a recommendation to buy, sell, hold, or rollover any asset, adopt an investment strategy, retain a specific investment manager or use a particular account type. It does not take into account the specific investment objectives, tax and financial condition or particular needs of any specific person. Investors should work with their financial professional to discuss their specific situation.
Nationwide and InvestmentNews are separate and non-affiliated companies.
Nationwide Investment Services Corporation (NISC), member FINRA, Columbus, OH. Nationwide Retirement Institute is a division of NISC.
Nationwide, Nationwide N and Eagle and Nationwide is on your side are service marks of Nationwide Mutual Insurance Company. ® 2017 Nationwide.
For more information on the Nationwide Retirement Institute, please call 1-800-321-6064.

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