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.
- Yes, to Another Wirehouse or Regional Firm.
- Yes, Considering Independence.