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Smart Retirement Strategies

Sponsored by

This Financial Planning webinar, sponsored by Lincoln Financial, will explore optimal retirement strategies financial advisors can employ for clients who are planning for retirement and currently retired.

Preparing for retirement is a cornerstone of financial planning. To help you prepare clients for this important life milestone, Financial Planning, together with well-known industry experts, will unpack the latest trends in big picture planning, investment strategies and health care strategies.

Learning objectives:
* Social Security and related planning issues such as client goals, life expectancy, expenses, returns and guaranteed income.
* Optimizing retirement assets in investments including annuities, mutual funds, ETFs, stocks, bonds and target-date funds.
* Health care strategies, including understanding the nuances of Medicare and health savings accounts.

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Key Speakers
  • David Blanchett
    David Blanchett
    Head of retirement research, Morningstar
  • Chris Osmond
    Chris Osmond
    Chief investment officer, Prime Capital Investment Advisors
  • Aaren Strand
    Aaren Strand
    Advisor, Paracle
  • Charles Paikert55
    Charles Paikert
    Charles Paikert is a senior editor at Financial Planning.