Bank Investment Consultant

Financial Behavior in Retirement Summit: Can We Talk? Critical Behavioral Conversations With Boomers

So much of this past year has been focused on investment expectations, but there's still plenty of other areas that need attention. How can your staff best prepare clients for the necessary discussions with parents, financial support of adult children, and realistic work expectations. Utilizing behavior biases in retirement communications Role playing with your staff to produce better discussions with retirees Gathering wisdom and beginning dialogue around sensitive boomer issues. …

Financial Behavior in Retirement Summit: Financial Regulation of the Future and Protecting Senior Finances

Author, Robert Pozen, of: "Too Big to Save? How to Fix the U.S. Financial System" describes what he believes financial regulation will look like one year from now. He'll discuss solutions for ongoing problems left by the financial crisis and how that affects retirees today. Hear his advice on arming yourself for the coming battle over Social Security and his ideas about how to close the system's long-term deficit. A must-attend for financial planners and…

Financial Behavior in Retirement Summit: The Battle Royale Over Standards

Leading watchdog organizations discuss standards of practice for financial planners and advisors. These critical issues must be implemented into every planning practice in order to not only comply, but to succeed in the marketplace. A must-attend final session! …

Financial Behavior in Retirement Summit: Estate Planning Panic Button

As an advisor/financial planner, estate planning is a key element of your practice. However, this is an area where planners often get off track. When it comes to retirement-aged clientele who may be in a state of panic as their health declines, you need to make sure you've properly planned for a multitude of variables that can negatively impact your business and your client's wealth: …

Financial Behavior in Retirement Summit: Money or Happiness-Which is More Important to Your Aging Clients?

Some of the poorest families may be wealthier than some of the most financially privileged. That's because happiness comes from the choices made, and not necessarily by the size of one's bank account. As a financial planner, you must manage your client's money in ways that support and reflect their core values and beliefs. …

Financial Behavior in Retirement Summit: What are the Best Financial Planners Doing that You’re Not?

Hear the latest "Best Practitioners Study" statistics which reveal client support goes beyond investment concerns. Today, financial planners who are the most successful incorporate the core issues that concern clients most: Managing risks of longer lives Health care finances Elder care How a boomer spends his/her time once leaving the workforce Dennis Gallant President GDC Research …

Financial Behavior in Retirement Summit: Looking at Social Security Through the Retirees Lens

What is it about collecting a Social Security Check that suddenly alters a person's thinking? The changes can be so significant that a client's entire investment philosophy suddenly switches resulting in either an opportunity for Financial Planners or lost business. Knowing how to strategize like the country's top advisers can help retain transitioning clients and develop sustainable streams of new business from those who swiftly decide to leave the planner they've always used. Capitalize and protect…

Financial Behavior in Retirement Summit: Boost Business by Creating a Network of Experts on Aging Clients

Building one's practice depends on referrals, not just "to" the advisor, but often "from" the advisor/planner to a professional outside the planner's expertise. This is commonly the case with clients who have needs related to their health and problems specific to disabilities and aging. Clients often want more than financial advice and building a network to offer services to aging investors will strengthen client loyalty. …

Financial Behavior in Retirement Summit: Do YOU comply?

Learn about recent enforcement initiatives in the US.

• NASAA rules on Senior investment designations
• Why marketing to the elderly should be considered "high-risk"
• Recent push for enhanced penalties by states on financial abuse against seniors
• Compliance Pitfalls
• Impact of proposed federal legislation
• Equity indexed annuities--What's their future?

Financial Behavior in Retirement Summit: How Do You Get Healthcare for Clients Who Lost Their Job But Aren’t 65 yet?

As a Financial Planner, you need to empower your clients through a network of resources.