Description
The Planning for Life’s Big Moments presentation from Fidelity Institutional Asset Management® is designed to help financial advisors lead the life event planning conversation with clients and prospects. Across our decades of working with millions of investors at Fidelity, we’ve seen the impact life’s big moments can have to finances, health, stress levels, and overall wellness. Many investors may not be adequately prepared, and advisors have the opportunity to help them prepare for dreams and detours alike. The presentation will highlight some of the potential impacts divorce, unplanned retirement, health concerns, and the loss of a loved one may have on financial plans and strategies. These life events are among the most common moments that investors seek financial advice from a trusted professional, and the presentation will explain how helping clients navigate life events is an important part of an advisor’s value.
Learning Objectives
The Planning for Life’s Big Moments presentation from Fidelity Institutional Asset Management® is designed to help financial advisors lead the life event planning conversation with clients and prospects. Across our decades of working with millions of investors at Fidelity, we’ve seen the impact life’s big moments can have to finances, health, stress levels, and overall wellness. Many investors may not be adequately prepared, and advisors have the opportunity to help them prepare for dreams and detours alike. The presentation will highlight some of the potential impacts divorce, unplanned retirement, health concerns, and the loss of a loved one may have on financial plans and strategies. These life events are among the most common moments that investors seek financial advice from a trusted professional, and the presentation will explain how helping clients navigate life events is an important part of an advisor’s value.