Now On Demand.
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:
Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.
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.
|Title: MIT AgeLab: The Future of Advice|
|Date: Wednesday, December 12, 2018|
|Time: 1:00 PM Eastern Standard Time|
|Duration: 1 hour|
The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds.