Moderator: Frances McMorris, Editor -in -Chief, ON WALL STREET
Panelists: Mari Adam, President, ADAM FINANCIAL ASSOCIATES
Ellen Siegel, CFP#®, President, ELLEN R. SIEGEL AND ASSOCIATES
Margaret C. Starner, CFP#®, Senior Vice President, Financial Planning, STARNER GROUP OF RAYMOND JAMES & ASSOCIATES
Sharon Williams, CRPC#®, Financial Planner, LINCOLN FINANCIAL ADVISORS
As investors slowly recover from the poor investment outcomes of 2008 and 2009, advisors are tasked with transforming their strategies and practices along with the advancing age of the baby boomers. The shift from wealth accumulation to decumulation is where financial advisors and distribution firms must transform their practice-management skills, says Greg Cherry, senior analyst with Aite Group and author of a recent report on the topic of decumulation. This session will cover advanced practices in decumulation with strategies designed to prepare advisors for the changing needs of their clients.
Ask the Experts is an educational video series, hosted by Financial Planning that features an engaging Q&A with financial and retirement industry experts. This series, sponsored by Guardian, addresses questions and discusses how financial planners can succeed in today's 401(k) marketplace, including small-market needs, strategies, service and support as well as resources. Watch these videos to learn more.
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