Smart retirement strategies
| | | | | | | Learn more with this web seminar. | | | | | | | |
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| | | | | | | Smart retirement strategies
Dec. 17, 2019 | 2 PM ET/11 AM PT | | | | Hello Voornaam, | | | | Preparing for retirement is a cornerstone of financial planning. To help you prepare clients for this important life milestone, Financial Planning, together with well-known industry experts, will unpack the latest trends in big picture planning, investment strategies and health care strategies. | | | | Learning objectives: | | | | Social Security and related planning issues such as client goals, life expectancy, expenses, returns and guaranteed income. Optimizing retirement assets in investments including annuities, mutual funds, ETFs, stocks, bonds and target-date funds. Health care strategies, including understanding the nuances of Medicare and health savings accounts. |
| Register Now | | | David Blanchett
Head of Retirement Research
Morningstar
(Speaker) | | | Chris Osmond
Chief Investment Officer
Prime Capital Investment Advisors
(Speaker) | | | Aaren Strand
Advisor
Paracle
(Speaker) | | | Charles Paikert
Senior Editor
Financial Planning
(Moderator) |
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| | | | | | | | | | ABOUT | CONTACT | PRIVACY | | | SourceMedia | One State Street Pl. 27th Floor | New York, NY 10004
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