Cost: Complimentary

Date: On-Demand

Time: On-Demand

Editorial Webcast Sponsored by:

Retirement savings are vital for Americans, who have more options to save and ensure their future than ever. Yet close to 80% say they wish they had started planning earlier in life, especially around the need for spending on long-term care (LTC), according to one recent industry survey. What should advisors be doing now to help clients fund their LTC needs, and what issues should advisors track to ensure their clients’ plans are a success? Top experts will examine how advisors can best address clients’ health and wealth objectives.

Join this complimentary webcast to learn cutting-edge approaches in retirement savings and spending, as well as trends in LTC strategies. You’ll learn:

  • How financial advisors are helping devise saving and spending plans that cover client health costs and LTC needs

  • How inflation and related developments have impacted many Amercians’ retirement savings plans

  • The latest approaches to LTC funding, and how to balance them with other savings strategies to address longevity and retirement risks

  • And more!

Speakers:

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.
Jeff L. Levin | Vice President of Distribution, Care Solutions | OneAmerica

Jeff Levin leads a national team of sales and account management professionals in the distribution, sale and support of Care Solutions’ product line. Previously, he was a Care Solutions divisional vice president, responsible for advancing the growth of life and annuity asset-based long-term care products.
Mike Haas, FSA, CLTC | Senior Director & Actuary, Product Strategy | OneAmerica

Mike Haas is Senior Director, Product Strategy for the Individual Life & Financial Services (ILFS) division at OneAmerica Financial Partners. He is an Actuary, and he joined the company in 2010. Mike leads the Product Strategy & Product Management team. Primary responsibilities include establishing product strategy, vision, roadmap, and methodology.
Ron Mastrogiovanni Sr. | Chairman and CEO | HealthView Services

Ron Mastrogiovanni Sr. is the Chairman and CEO of HealthView Services, a firm that provides retirement planning solutions to financial institutions and advisors. He has led the development of innovative applications that produce personalized healthcare and long-term care expense projections. He is also a member of the Massachusetts Health Policy Board of Commissioners.
Tom O’Connor | Chief Marketing Officer | IncomeConductor

Tom O’Connor has spent 15 years in the financial services industry with experience across investment, technology and marketing. After serving as Chief Technology Officer for 3D Asset Management, an SEC-registered RIA and TAMP, he partnered with Phil Lubinski, CFP, and Sheryl O’Connor to develop IncomeConductor, a next generation retirement income planning and management technology. For the dynamic platform, he recently worked to integrate personalized longevity and healthcare expenses, and to incorporate tax, RMD, and Roth conversion analysis and optimization.

Register Now

Can’t attend? Register here for an on-demand recording after the webcast.