In collaboration with Helios Quantitative Research, Hartford Funds, and the MIT AgeLab, we are excited to announce another continuing education workshop for on-the-go financial professionals.
What are we covering?
The landscape of financial advice has changed dramatically in recent years. Baby boomers, generation X, and millennials are more educated, more tech-savvy, and more demanding than previous generations. Clients now want financial advice to identify and help them navigate what they may confront in middle age and as older adults. Given the new demands that these circumstances have created, clients will increasingly seek solutions to what the MIT AgeLab refers to as the “jobs of longevity.” Anticipating and solving for these jobs, often referred to as longevity navigation or longevity management, presents a new frame of reference regarding what clients need, want, and will ultimately be willing to pay an advisory firm to provide. Based on MIT AgeLab’s insights, we’ll discuss the evolving context of old age. We’ll see which characteristics and services clients might be considered valuable in an advisor, and translate it into three distinct advisor value propositions: the transaction-based advisor, the planning-based advisor, and the longevity-based advisor. Knowing these roles will help advisors assess where their practice fits in within the spectrum, and how they can position their practice to take advantage of the opportunities that lie ahead.
What will you get?
One hour of CE credit applied to CFP, IWI, or CPA designations.
How do you receive credit?
Register with your legal name and proper licensing information, stay for the entire webinar (that part is important), and we will submit the time directly to the correct agency.