Editorial Webcast Sponsored by:
Retirement planning continues to be an exciting and rapidly changing field as new, complex issues arise and strategies emerge for financial advisors and other professionals to utilize. Clients themselves face a growing number of challenges in balancing income and legacy planning with longer lifespans, rising costs and other factors. They are increasingly turning to financial professionals for critical advice on income needs and lifestyle issues, and financial advisors have more ways than ever to help clients with retirement planning. Especially in periods of high inflation and market volatility, finding the proper mix of saving, investing and spending is critical. What comprehensive solutions should advisors consider today, and what tools are being crafted for clients’ future planning needs?
Join this complimentary webcast to discover cutting-edge approaches for retirement planning, as well as trends in the field. You’ll learn:
The potential impact common issues, such as maintaining levels of spending, have on retirement planning, along with tax planning, Social Security claiming and other related activities
How annuities, as well as other approaches to retirement planning, can be integrated into overall wealth management to help protect what matters most to clients in retirement (i.e. creating a legacy, hedging longevity risk, and protecting assets from unnecessary taxation)
Helpful ways to support clients who want to balance risks with their desire to enjoy a satisfying lifestyle in retirement
REGISTER NOW! (Not able to attend? We recommend you STILL REGISTER – you will receive an email with how to access the recording of the event)
|Jamie Hopkins | Managing Partner of Wealth Solutions | Carson Group
Jamie Hopkins, Esq., is the managing Partner of Wealth Solutions at Carson Group and leads up Carson Coaching. He is a professor at Creighton University’s Heider College of Business and President of the non-profit FinServ Foundation. Jamie writes and speaks frequently on retirement income and financial planning.
|Reed Lloyd | Assistant Vice President, Retirement Strategies Group | Pacific Life
Reed Lloyd is an Assistant Vice President at Pacific Life Insurance Company and the Retirement Strategies Group in the Retirement Solutions Division. Immediately prior to holding his current position, he served as Field Vice President of the Retirement Solutions Division from 2012 to 2018. He joined Pacific Life Insurance Company in 1995 as a supervisor in the Annuity Division Operations Department, where he became proficient in the use of annuities within various plan types. Reed has spoken extensively on the use of annuities within retirement plans and trusts used for estate planning.
|Carolyn McClanahan | Founder | Life Planning Partners, Inc
Dr. Carolyn McClanahan is a physician turned financial planner. In addition to working in her financial planning practice, Dr. McClanahan speaks regularly on the interplay between health and financial issues, particularly regarding aging, chronic illness, end of life, long term care, health care reform, and health care costs. She writes for Forbes, Barron’s and Advisor Perspectives and is quoted regularly in the Washington Post, New York Times, CNBC, and NPR.
|Wade D. Pfau | Principal and Director | McLean Asset Management and RISA, LLC
Wade D. Pfau, Ph.D., CFA, RICP, is the program director of the Retirement Income Certified Professional® designation at American College of Financial Services. He is a Principal and Director for McLean Asset Management and RISA, LLC. His newest book is Retirement Planning Guidebook: Navigating the Important Decisions for Retirement Success.