Welcome!
Event Snapshot
This timely conference will examine:
- The unusual challenges and opportunities retirees present for advisors
- What we know about the way retirees make financial decisions
- How advisors can manage the emotional needs of retired clients
- What unmet needs the financial services industry should be looking to fill
Meet the Speakers
Tom Nelson
Chief Operating Officer
AARP
Who Should Attend
Thought leaders and innovators in the independent, wirehouse, and banking advisory communities including:
- RIAs
- Wealth Managers
- C-Level Executives from Top Planning Firms, Broker-Dealers, and other Financial Institutions
- Private Bankers
Why You Can’t Miss This Conference
A letter from Marion Asnes, Editor of Financial Planning Magazine, and Conference Co-Chair
Although there has been a great deal of research on behavioral finance and decision making as individuals accumulate wealth, there is little awareness of people’s behavior as they spend down that wealth during retirement. Yet this is the focus of much of the financial planning industry, and is likely to be a central concern of your practice in the coming years.
In today’s economic environment, with the coming retirement of 78 million baby boomers, understanding the way people make financial choices in retirement becomes of paramount importance. READ MORE