September 26, 2017
The advice industry is at a unique inflection point, as the way clients are investing has changed dramatically: Technology has evolved, access to innovative products has changed, and the active vs. passive debate continues to rage on. Advisers and their clients are caught right in the middle, setting the stage for a new adviser-client dynamic.
How will this impact advisers’ businesses and business models, as well as their portfolio construction strategies and capabilities?
Longevity Lifestyle Preparation: What advisors need to know to prepare female clients for living well to and through retirement
September 12, 2017
Featuring Mary Beth Franklin from InvestmentNews
Your clients are living longer and spending more time in retirement than ever before — especially female clients, who often outlive their spouses or partners.
This live, interactive webcast will arm you with strategies and data for understanding your female clients' life expectancies as well as their retirement and financial scenarios. Research from Great-West Financial® in collaboration with the Stanford Center on Longevity focused on how you can incorporate longevity planning into your practice will also be presented.
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 email@example.com if you have any questions.