Retirement, Reimagined with Distributing Ladder ETFs
Sponsored by:
Northern Trust Asset Management
As clients transition from a lifetime of accumulation to the critical distribution phase, their primary goal shifts: establishing a reliable, recurring income stream. They turn to their trusted financial advisor for innovative solutions that can deliver steady income with confidence. How can you effectively meet this need in today's complex market?
Join us for an insightful webcast that explores how innovative distributing ladder ETFs can simplify retirement planning and strengthen your client conversations. Gain a comprehensive understanding of this modern approach cash flow management, designed to address clients' most pressing retirement concerns. We will move beyond theory to provide actionable strategies you can apply immediately in your practice.
In this webcast, you will learn how to:
● Align monthly income streams and scheduled principal returns with specific client goals.
● Utilize distributing ladder ETFs across multiple time horizons to create customized retirement plans.
● Strengthen client conversations with hypothetical, real-world use cases that clearly illustrate the opportunity.
Discover a simpler, more effective way to help clients retire with confidence.
ETF investing involves risk and principal loss is possible. Shares of any ETF are bought and sold at market price (not NAV) and are not individually redeemed from the ETF. Brokerage commissions will reduce returns. The net asset value of the Northern Trust ETFs will decline over time as income payments are made to shareholders. Individual bonds carry an obligation to fully return principal to investors at maturity, however ETFs have no such obligation.
Before investing, carefully consider the investment objectives, risks, charges and expenses. This and other information are in the prospectus and a summary prospectus, copies of which may be obtained by visiting www.flexshares.com. Read the prospectus carefully before you invest.
Northern Funds Distributors, LLC, distributor. Northern Funds Distributors, LLC is not affiliated with Northern Trust
Featured Speakers:
Scott Ferguson | Think Advisor Contributor | ALM
Scott Ferguson is the Director of Custom and Marketing Content for Think Advisor's parent company, ALM. Before joining ALM in 2021, Ferguson held numerous editorial positions at ISMG, Informa, UBM and Ziff Davis Enterprise. He started his career as staff writer at both the Herald News and the Asbury Park Press.
Christopher Huemmer | Senior Vice President and Director of ETF & Funds Strategy | Northern Trust Asset Management
Christopher Huemmer is SVP and Director of ETF & Funds Strategy at Northern Trust Asset Management. He is responsible for ETF and mutual fund strategy where he leads innovation efforts and provides investment strategy and related product development expertise. Christopher serves as the catalyst and conduit for turning Northern Trust Asset Management's investment thought leadership into successful products. He levers the firm's portfolio management and construction skills and engages with client-facing partners to identify and develop innovative investment solutions
Questions? Email: [email protected]