WEBCASTS

Your Clients’ Retirement Strategy Reboot

In an era where lifespans are longer than ever, the traditional concept of retirement is evolving. You might be surprised by the unexpected words being used to describe life after career and the importance being placed on going beyond the word "retirement."

Don't miss this opportunity to reimagine your clients’ retirement plans. Join leading experts from MassMutual as they explore valuable research from the MIT AgeLab and how to help your clients define their retirement vision.

November 18, 2024
10am PT | 1pm ET
1 CE Credit
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SUMMARY

Topics will include:

  • Why it’s useful to understand the new language around retirement
  • The role demographics play in envisioning retirement
  • How to think about your retirement strategies and planning

This program is accepted for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, The ETF Institute for the CETF® designation and The American College of Financial Services.

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.

SPEAKERS

Alex Samoila, CLTC®

VP, National Sales Manager – WealthVest
MassMutual

Kirsten Chang

Senior Industry Analyst
VettaFi

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