2021 Session 1

Thursday, March 25, 2021
9:15 AM – 10:15 AM


The Future of Advice

About: The expectation to live longer and better is driving clients to demand more from financial advisors. They want you to prepare them for what they may confront in middle age and as older adults—meeting the challenges and embracing the opportunities. Your ability to provide these essential services will depend on the depth of your relationship with each client, understanding their evolving needs, and being knowledgeable about resources and services to help meet those needs.

Learning Objectives:

  1. Recognize the trends in aging and anticipate new consumer demands
  2. Distinguish three main business models and align yours with this new frontier of financial advice
  3. Educate your clients about the "jobs" of longevity and how to navigate them in concrete and meaningful ways

About the Presenter

Bill McManus, CIMA

Bill is part of the applied insights team for Hartford Funds. In his current position, Bill is responsible for engaging and educating both financial advisors and their clients about current and emerging opportunities in the financial services marketplace. These opportunities range from tactical strategies in areas such as retirement-income planning, investment planning, and charitable planning, to anticipating and preparing for long-term demographic and lifestyle changes.

 

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