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Housing in the Longevity Economy

Thursday, June 10, 2021 | 4-5pm ET

In partnership with MIT's AgeLab, the second of a three-part series on the longevity economy will feature Joe Coughlin and focus on the importance of housing, and topics that have to be considered in choosing where to live in retirement.

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Ownership vs. Support: Now Advisors Don’t Need to Compromise

Thursday, May 13, 2021 | 4-5pm ET

In today’s climate, many advisors feel they have to choose between getting the support they need and having more control over their business – whether it be compensation, how they serve clients, or ownership of their client relationships.

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Longevity and the Longevity Economy

Tuesday, May 11, 2021 | 4-5pm ET

In collaboration with MIT's AgeLab, this series will focus on the conversations that advisers need to be having with clients about the reality of the new longevity economy. Leveraging MIT research and IN's adviser access this conversation explains how retirement is changing.

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RIA Tech for Breakaways – How to leverage technology to make going RIA easier

Tuesday, May 4, 2021 | 4-5pm ET

There are few topics more top-of-mind for “breakaway advisors” than technology. In fact, the desire for better tech is often a top reason why advisors consider breaking away in the first place.

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Retirement 2021 and beyond

Tuesday, April 27, 2021 | 4-5pm ET

Retirement planning and strategies changed significantly in 2020. The impact of the pandemic reached across the retirement world, from savers to near-retirees to people that currently live in retirement.

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Post-pandemic prospecting: Securing new clients in a virtual world

Monday, April 26, 2021 | 4-5pm ET

While the pandemic ravaged the global economy, one of the biggest challenges for advisers has been the inability to reach out to new clients through traditional platforms to secure new business.

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RIA Compliance for Breakaways – How to stay safe when you go RIA

Tuesday, April 20, 2021 | 4-5pm ET

If you are one of the many advisors looking to go independent this year, this panel discussion about compliance is something you will not want to miss.

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Can financial wellness really work?

Monday, April 5, 2021 | 4-5pm ET

The webcast, sponsored by Invesco, will answer questions about how RPAs can offer financial wellness to their DC clients that are impactful to plan sponsors, participants and RPAs business.

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Annuities in 2021

Tuesday, March 30, 2021 | 4-5pm ET

One year post-SECURE Act, this event will feature results of proprietary research on the products and how advisers should implement them in their practice.

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2021 ESG Outlook: What the Biden presidency means for socially responsible investors

Tuesday, March 16, 2021 | 4-5pm ET

Bringing together experts from across the ESG investing community to discuss the trends and expectations for the initial years of the Joseph Biden presidency. InvestmentNews senior projects editor Liz Skinner will moderate the hour-long discussion.

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