Re-Visioning Retirement: New Timing, New Purpose, New Planning, New Funding
Everyone’s retirement clock has been reset as a result of the recession. But highly acclaimed Age Wave research reveals a surprising finding: This could be a good thing, for individuals, the consumer marketplace and financial planning professionals.
This presentation will explore: Why financial “peace of mind” has become far more important than “wealth” in the new American dream. How women’s rising financial power is transforming their attitudes and behavior toward money, their family dynamics and the field of retirement planning. How the adult lifestage demands of eldercare, sibling care, grandparenthood, singlehood and rehirement will dramatically impact retirement preparation and funding. We’ll also discuss the products, services and guidance people now seek from financial professionals to safeguard a successful retirement while avoiding the five retirement “wildcards” that could shatter their dreams.
Age Wave Presenters: Ken Dychtwald, Maddy Dychtwald, David Baxter, Dan Veto
To learn more about the presentation or for speaker availability and fees, please contact Elyse Pellman, Executive Vice President at (510) 899-4006 or by email at epellman@agewave.com.