Americans are living longer than ever, and that will mean big changes for both retirees and the financial advisers who help them plan for their retirement years. At the same time, new trends in longevity are dramatically changing how retirees think about and navigate their retirement.

Agewave, the nation’s foremost thought leader on issues relating to an aging population will talk through some of their renown research to help us navigate through the mind, hopes and demands of retirees as well as explain some of their expectations, attitudes, hopes, and fears regarding retirement.

Ultimately, to maximize success going forward, advisers must rethink how they engage with clients to develop plans that reflect a new, deeper, and more comprehensive vision of retirement.   Global Atlantic Financial Group will use their data from a survey of over 4000 people across the United States to unravel a gameplan on how to be the best longevity adviser to your client.   If you are looking for ways to retain your client base through their golden years, this will be a session you will not want to miss.

Speakers:  Maddy Dychtwald, Award-Winning Author and Co-Founder of Agewave
Jeannie Underwood-Kotner, Vice President, Advisor Practice Consultant, Global Atlantic Financial Group

August 11 @ 09:05
09:05 — 09:55 (50′)