Help Good Clients Avoid Bad Habits – New York Life – 8.21.18

Summary:

If it feels like there’s been a lot more action in the stock market this year compared to 2017, you’re right. Even small movements in the market can trigger fight or flight instincts in investors—sometimes to the detriment of their longer-term financial goals. As an advisor, you are in the unique position to keep them on track and help them invest, without looking back.

Join us to learn proven techniques to build financial confidence in your clients.

Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Speaker:

Stephen Rathford
Corporate Vice President, Retirement Income Solutions
New York Life

Stephen is responsible for helping National Brokerage firms and banks build a well thought-out retirement distribution strategy for clients. With over thirty years’ experience in personal finance, Stephen has been educating financial professionals and their clients about ways to build a solid retirement and overcome the challenges associated with transitioning from “saver” to “spender.” Prior to joining New York Life, Stephen was with Fidelity Investments, where he was responsible for sales in their national retail distribution system, and he also worked with their institutional sales group, FIIS.

Overview:

Title: Help Good Clients Avoid Bad Habits
Date: Tuesday, August 21, 2018
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

Register Now:

Already Registered?
*First Name
*Last Name
*Email
*Work Phone
*Company
*Title
*State
*Zip Code

*Type of Advisor
Accepted for one hour of CFP®, CFA® & CIMA®, CIMC® or CPWA® CE Credit for live webcast attendees. RIA Database is registered with the CFA Institute as a Sponsored Provider of CE Programs for CFA Charterholders. To receive credit, please enter your CFP Board Number/CIMA ID Number/CFA Institute ID below.
CFP #
IMCA (CIMA, CIMC or CPWA) #
CFA Institute ID
Please submit any questions for our speaker



Neither New York Life nor its affiliates or their professionals provide, tax, legal, or accounting advice. Investors are asked to consider the investment objectives, risks, charges, and expenses of the investment carefully before investing. Both the product and the underlying prospectuses contain this and other information about the product and the underlying investment options. Please remind your clients to read the prospectuses carefully before investing.

Variable annuities are issued by New York Life Insurance and Annuity Corporation (“NYLIAC”), a Delaware Corporation. NYLIFE Distributors LLC, Member FINRA/SIPC, is the wholesale distributor and underwriter. Both NYLIAC and NYLIFE Distributors LLC are wholly-owned subsidiaries of New York Life Insurance Company, 51 Madison Avenue, New York, NY 10010.

FOR REGISTERED REPRESENTATIVE USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC.

SMRU1782759

SHARE