For retirement planning purposes, it is critical to predict one’s life expectancy during retirement. Join retirement experts Robert Powell and Shelly Giordano as they discuss practical takeaways to address this sensitive topic with clients to best prepare for the future.
Life expectancy has increased dramatically over the past century and it is one of the most important variables in financial planning. For retirement planning purposes, it’s critical to predict one’s life expectancy during retirement. How long a client will live, and at what age they will retire, determines many factors in one’s financial plans. Join retirement experts Robert Powell and Shelly Giordano as they discuss practical takeaways to discuss with clients to best prepare for the future.
Speakers:
Devin Ekberg, CFA®, CPWA®, CIMA®
Chief Learning Officer, Managing Director of Content Development, Investments & Wealth Institute
Shelley Giordano
Chair of Funding Longevity Task Force, Author of What's the Deal with Reverse Mortgages and co-author of What You Don't Know About Retirement Income Can Hurt You
Robert Powell, CFP®
The Street, USA TODAY, MarketWatch.com
Premier Continuing Education (CE):
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- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected
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