New survey findings: How investors think vs. advisers plan for retirement income

Tue, Oct 24 | 4:00pm-5:00pm ET



New survey findings: How investors think vs. advisers plan for retirement income 

A new survey conducted by InvestmentNews and Nationwide® has uncovered significant differences between investors’ and advisers’ perceived needs for income during retirement.

In this free webcast, specialists from InvestmentNews Research and the Nationwide Retirement Institute® will highlight the specific sources of this “planning gap” – and offer strategies on how to educate clients about the need for longer-term planning.

In addition to presenting key findings from the consumer and adviser survey, the panel of specialists will discuss:

  • Investors’ longevity and retirement income expectations 
  • Perceived vs. actual sources of retirement income 
  • Top retirement concerns of individual investors, with a focus on health care and medical expense management
  • Financial planning strategies for advisers that address longevity and health care risks

Attendees for this live webcast will also receive a copy of “The planning gap”, courtesy of InvestmentNews Research and Nationwide.

Accepted for 1 CE Credit from the CFP Board. Accepted by IMCA for 1 CIMA/CIMC/CPWA CE credit. Accepted for 1 CFA Credit

Nationwide and InvestmentNews are separate and non-affiliated companies

This information is general in nature and is not intended to be tax, legal, accounting or other professional advice. The information provided is based on current laws, which are subject to change at any time, and has not been endorsed by any government agency.

Nationwide Funds distributed by Nationwide Fund Distributors, LLC (NFD), member FINRA, Columbus, OH. Nationwide Investment Services Corporation (NISC), member FINRA, Columbus, OH.

Nationwide, Nationwide N and Eagle, Nationwide is on your side and Nationwide Retirement Institute are service marks of Nationwide Mutual Insurance Company. © 2017 Nationwide. 
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