Available On-Demand

Cost: Complimentary

Also see Recession Proofing Your Clients’ Portfolios 

Editorial Webcast Sponsored by:

With market volatility, inflation, a possible economic downturn and even stagflation dominating headlines, pre-retirees and retirees are seeking critical advice and want to know about products and services that can address their present and future income needs. How will these factors affect their savings, returns, and plans over the next few years and over the long-term? The fast-changing economic climate presents advisors with opportunities for in-depth client conversations about the best ways of producing and adapting income streams while improving overall retirement security. Clients and potential clients are in need of informative and innovative insights into the risks facing their retirement portfolios, and how you can help minimize these risks, while helping their financial lives in other ways.

Join this complimentary webcast to discover how to help clients balance risks with their desire to enjoy a satisfying lifestyle in retirement. You’ll understand:

  • The latest challenges and opportunities for helping clients with retirement income planning in the face of economic volatility

  • How to integrate some of the latest retirement-planning techniques into overall wealth management

  • How to support clients concerned about short-term economic issues, as well as longer-term dynamics like longevity, changing market conditions and other retirement risks

  • And more!

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)

Featured Speaker(s):

Janet Levaux | Editor in Chief | ThinkAdvisor & Investment Advisor

Janet Levaux, MA/MBA, is the moderator of this webcast. She’s covered the financial markets since 1991 and advisors since 2005. Janet studied at Yale, Johns Hopkins SAIS and St. Mary’s College of California. She’s also lived and worked in Asia, Europe and Latin America, raised two sons, and won a Neal Award for top news coverage in 2020.

David Blanchett | Managing Director and Head of Retirement Research | PGIM DC Solutions

David Blanchett is Managing Director and Head of Retirement Research for PGIM DC Solutions, an Adjunct Professor of Wealth Management at The American College of Financial Services, and a Research Fellow for the Retirement Income Institute.

Rob Brown | Chief Investment Officer | Integrated Financial Partners

As Chief Investment Officer for Integrated Financial Partners, Rob Brown leads discussion of macroeconomic, capital market, and behavioral finance decision-making issues with clients, advisers, business partners, and the press. He directs the Integrated Financial Partners investment management department. Prior to Integrated Financial Partners, he held executive positions with Goldman Sachs, Genworth Financial, SEI, Envestnet, and the CFA Institute, where he directed the ongoing development of the educational curriculum for the CFA certification program and its examination.

Mike Kurz | Director of Educational Programs | Investments & Wealth Institute

Mike Kurz has spent 20 years in the world of Wealth Management in counseling Investors and Financial Advisors. His professional experience includes coaching on investment advisory programs, private equity, hedging strategies along with formalized Financial Planning. Mike parlayed his expertise into designing executive educational programs for the most elite advisors in the industry. As Director of Programs for the Investments & Wealth Institute, Mike works with Top 10 business schools and Ivy League institutions to design world-class certification programs with actionable and repeatable strategies for success. Rooted in Ivy league-quality framework, Mike helps advisors gain advanced-level, practical strategies and techniques to drive stronger outcomes for their clients.

Marcia Mantell | Owner | Mantell Retirement Consulting

Marcia Mantell has helped the country’s foremost financial advisors and firms increase their knowledge of complex retirement and related concepts, laws and regulations for over three decades. An author of two retirement books, guest columnist and blogger at BoomerRetirementBriefs.com, she is quoted in the New York Times, USA Today, Think Advisor and the Wall Street Journal, as well as by podcasters around the country.