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Friday, January 20, 2023

Wild Playing cards of Retirement: Addressing Your Shoppers’ Deepest Issues

Even when your shoppers consider that you’ve executed job positioning them for a cushty retirement, many — no matter their wealth — should still fear about working out of cash attributable to points similar to greater inflation and rising well being care prices. These “wild playing cards” are serving to re-write the principles of retirement planning and altering the best way advisors work together with each shoppers and prospects. 

On this stay webinar, Wealth Administration IQ and trade thought leaders will current key findings from a brand new analysis examine revealing how high-net-worth and mass prosperous buyers’ views about retirement are evolving – and finally, the position a monetary advisor may play in serving to get shoppers to and thru retirement.  

This webinar will look at the various methods advisors can efficiently tackle key shopper issues and entice these in search of options. Particularly, our panel of trade professionals will focus on: 

•    How current market and financial situations have influenced and altered views about retirement. 

•    How advisors can finest place their providers to align with prospects’ biggest wants and fears

•    Funding administration and why it is probably not as vital as you assume.

•    What retirees and near-retirees actually take into consideration retirement earnings.

•    When do these of their 50s and 60s plan to retire? The stunning responses.

Produced by



Sponsored by





Mark Bruno – Moderator

Managing Director, Wealth Administration

Informa Join


Kristin Letourneau, PhD

Vice President, Analysis

Informa Have interaction


Cooper Sinclair

Vice President, Advisory Distribution Technique

Midland Advisory



As a part of Midland Nationwide® Life Insurance coverage Firm, Midland Advisory focuses on retirement options that assist meet the wants of registered funding advisors (RIAs) and their shoppers.

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