| | | | | | | Learn more with this web seminar. | | | | |  | | |
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| | | | | | | Smart retirement strategies
Dec. 17, 2019 | 2 PM ET/11 AM PT | | | | Hello Voornaam, | | | | 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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| Register Now | | | David Blanchett
Head of Retirement Research
Morningstar
(Speaker) | | | Chris Osmond
Chief Investment Officer
Prime Capital Investment Advisors
(Speaker) | | | Aaren Strand
Advisor
Paracle
(Speaker) | | | Charles Paikert
Senior Editor
Financial Planning
(Moderator) |
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| | | | | | | | | | ABOUT | CONTACT | PRIVACY | | | SourceMedia | One State Street Pl. 27th Floor | New York, NY 10004
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