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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 webcast, specialists from InvestmentNews Research and the Nationwide Retirement Institute® will 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® will 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 will 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

Attendees for this live webcast will also receive a copy of “The planning gap”, courtesy of InvestmentNews Research and Nationwide.

Accepted for 1 CE Credit from the CFP Board. Accepted by IMCA for 1 CIMA/CIMC/CPWA CE credit. Accepted for 1 CFA Credit

Nationwide and InvestmentNews are separate and non-affiliated companies

This information is general in nature and is not intended to be tax, legal, accounting or other professional advice. The information provided is based on current laws, which are subject to change at any time, and has not been endorsed by any government agency.

Nationwide Funds distributed by Nationwide Fund Distributors, LLC (NFD), member FINRA, Columbus, OH. Nationwide Investment Services Corporation (NISC), member FINRA, Columbus, OH.

Nationwide, Nationwide N and Eagle, Nationwide is on your side and Nationwide Retirement Institute are service marks of Nationwide Mutual Insurance Company. © 2017 Nationwide.

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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.