How to Help Clients Invest & Retire in Volatile Times: New Portfolio Playbook

Overview

ON-DEMAND ONLY

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EDITORIAL WEBCAST from:

Advisors and their investor clients are facing volatility in the financial markets due to the spread of the coronavirus and its associated economic, social and other effects. Recent market turmoil and its impact on client account balances have left many investors wondering what they should do with their portfolios. This means you need to be working and communicating diligently with your clients — especially anxious retirees and pre-retirees. During this challenging time, you can benefit from a greater understanding of how other investors are tweaking retirement portfolios in response to heightened volatility.

Join this complimentary editorial webcast for insights from recent research, including tips and lessons to help you and your clients implement investment strategies that ensure future financial stability and a secure retirement. Topics discussed will include:

  • How investors behave during periods of heightened market and portfolio volatility
  • Effective asset allocation and portfolio strategies to use to support clients’ financial stability during and after a crisis
  • Key talking points you can use in financial planning conversations with your clients to help explain the role these tactics have in their retirement investment plans.

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Featured Speakers:

Michael Finke, Ph.D., CFP®| Professor of Wealth Management | The American College of Financial Services

Michael is a professor of wealth management and the Frank M. Engle Distinguished Chair in Economic Security at The American College of Financial Services, as well as a regular contributor to ThinkAdvisor. He also is the director of the Wealth Management Certified Professional (WMCP®) designation program and director for the Granum Center for Financial Security.

David M. Blanchett, Ph.D., CFA CFP®| Head of Retirement Research, Investment Management Group | Morningstar