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Friday, December 16, 2022

Wealthies Circle: Shopper Retirement Issues Submit-Pandemic


COVID-19 had a profound influence on the retirement plans of many People. As a result of monetary and life-style upheavals brought on by the pandemic, some persons are retiring sooner than they initially deliberate whereas others are delaying their retirement and dealing longer. These developments—together with considerations over excessive inflation and rates of interest—would require advisors to recalibrate expectations in addition to consumer portfolios.

Hear in as our panel of specialists share their approaches to wealth accumulation methods and planning for longevity in a altering retirement planning surroundings.

Our Panelists:

  • Kellan E Brown, Vice President Enterprise Growth & Strategic Partnerships, Finance of America Reverse
  • Spencer Look, Affiliate Director, Retirement Research, Morningstar
  • Vince Morris, President of OneDigital Retirement + Wealth, OneDigital

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