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Description
Experts will discuss the current retirement planning market environment, define and explore an increase in popularity for integrated retirement strategies within portfolios driven by potential factors such as rapidly evolving industry standards, emerging regulatory expectations, and the growing convergence of retirement and wealth planning strategies within portfolios and best practices. Panelists will also touch on the potential opportunities and risks associated with developing compliant and competitive retirement strategies within portfolios, the possible tools and resources to help advisors understand, develop and implement effective retirement strategies within portfolios and potential strategies to diversify portfolios.
Learning Objectives
By the end of the session, attendees will understand an overview of the current retirement planning market environment, a variety of factors that contribute to an increase in popularity for integrated retirement strategies within portfolios, the potential pros and cons associated with developing compliant and competitive retirement strategies within portfolios, the possible tools and resources to help advisors develop and implement effective retirement strategies within portfolios and potential strategies to diversify a portfolio.