MIT AgeLab: The Future of Advice – Hartford Funds – 12.12.18

Summary:

On Demand Soon.

The expectation to live longer and better is driving clients to demand more from financial advisors. They want financial advisors to prepare them for what they may confront in middle age and as older adults—meeting the challenges while embracing the opportunities. The depth of your relationship with each client strongly correlates to your ability to provide these essential services.

Join this event to learn:

  • Trends in aging—it’s not what it used to be
  • How three distinct business models relate to this new frontier
  • Concrete and meaningful ways to help your clients navigate longevity

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

Speaker:

Bill McManus
Director of Strategic Markets
Hartford Funds

Bill is part of the Strategic Markets Team for Hartford Funds. 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.

Bill has been widely quoted in consumer and trade publications such as US News and World Report and Wealth Management.com. He has also appeared as a featured guest on Bloomberg Radio to discuss his views on retirement-related topics.

Overview:

Title: MIT AgeLab: The Future of Advice
Date: Wednesday, December 12, 2018
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

Register Now:

Already Registered?
*First Name
*Last Name
*Email
*Work Phone
*Company
*Title
*State
*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 Live CE Programs for CFA Charterholders. To receive credit, please enter your CFP Board Number/CIMA ID Number/CFA Institute ID below. (Not Applicable for On Demand)
CFP # (Not Applicable for On Demand)
IMCA (CIMA, CIMC or CPWA) # (Not Applicable for On Demand)
Zip Code for IMCA Submission (Not Applicable for On Demand)

CFA Institute ID (Not Applicable for On Demand)
Please submit any questions for our speakers



The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds.

SHARE