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Evolving Models of Advice in the Age of Longevity

Thurs, Jan 24th | 4:00pm-5:00pm ET

Join us for a live webinar with Dr. Joseph F. Coughlin, Ph. D., Director of the Massachusetts Institute of Technology AgeLab and Douglas A. Ewing, J.D., CFP®, RICP®, Director of Advanced Markets, Transamerica.

Dr. Coughlin helps companies understand one of the fastest-growing markets: aging Baby Boomers. His research focuses on how demographic change, technology, social trends, and consumer behavior drive innovations in business and government. Dr. Coughlin will be joined by Doug Ewing, Director of Advanced Markets, Transamerica, who will address how financial professions can bring value to their clients through retirement income strategies.

Financial professionals will learn:  
  • How advice is evolving in finance as well as in other domains, e.g., health care, real estate
  • How consumer needs and expectations have changed
  • The range of disruptive and complementary roles of technology in financial planning
  • Emerging models of financial guidance in the age of longevity
  • Retirement income strategies to discuss with clients
   
Archive webcasts do not receive CE credit.


Panelists
 
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Douglas A. Ewing, J.D., CFP®, RICP®
Director of Advanced Markets
Transamerica
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Dr. Joseph F. Coughlin, Ph. D.
Director of the Massachusetts Institute
Technology AgeLab




Moderator
                                                                                                                       
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Evan Cooper
Executive Editor,
InvestmentNews Content Strategy Studio




Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing. For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by Investments & Wealth Institute®, formerly IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report. On-demand viewers will receive an email 30 days after the live event with a program code to self-report.

Please contact us at info_cecredits@investmentnews.com if you have any questions.
 



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