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New survey findings: How investors think vs. advisers plan for retirement income

webcast 2017-10-24

A new survey conducted by InvestmentNews and Nationwide® has uncovered significant differences between investors’ and advisers’ perceived needs for income during retirement.



In this free replay webcast, specialists from InvestmentNews Research and the Nationwide Retirement Institute® highlight the specific sources of this “planning gap” – and offer strategies on how to educate clients about the need for longer-term planning.

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Date: Tuesday, October 24, 2017

Time: 4-5 PM ET

A new survey conducted by InvestmentNews and Nationwide® has uncovered significant differences between investors’ and advisers’ perceived needs for income during retirement.

In this free webcast, specialists from InvestmentNews Research and the Nationwide Retirement Institute® highlight the specific sources of this “planning gap” – and offer strategies on how to educate clients about the need for longer-term planning.

In addition to presenting key findings from the consumer and adviser survey, the panel of specialists discuss:

  1. Investors’ longevity and retirement income expectations
  2. Perceived vs. actual sources of retirement income
  3. Top retirement concerns of individual investors, with a focus on health care and medical expense management
  4. Financial planning strategies for advisers that address longevity and health care risks

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Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing.

For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report. On-demand viewers will receive an email 30 days after the live event with a program code to self-report.

For CE credits for webcasts approved by CFA, credit will be reported 30 days after the live event.

Please contact us at info_cecredits@investmentnews.com if you have any questions.

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