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RETIREMENT MASTER CLASS PART 1 (OF 3): RETIREMENT SAVINGS




REGISTER FOR THIS WEBCAST.

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Questions? Please email webcasts@alm.com or call at (212) 457-4981



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Cost: Complimentary

Date: Thursday, August 24, 2023

Time: 1 pm ET | 10 am PT

Editorial Webcast Sponsored by:

Individuals and families with more wealth today are increasingly turning to
financial professionals for critical advice. Retirement savings
and wealth accumulation represent an exciting and rapidly changing field as new,
complex issues and financial strategies are emerging. However, clients across
the wealth spectrum face a growing number of challenges in balancing different
savings vehicles with legacy planning goals, longer lifespans and other
concerns. Advisors with the right retirement planning skill sets can deliver
tremendous value to their clients, boosting both loyalty to their firm and
revenue.

Join this complimentary webcast to learn cutting-edge approaches and strategies
in retirement savings, and how advisors can best help clients address their
top wealth objectives. You’ll discover:

 * The latest challenges and opportunities in retirement savings for clients at
   different wealth levels

 * How savings options are likely to change in the future, and how the advisor
   may evolve alongside the needs and expectations of tomorrow’s retirees

 * How best practices can be integrated into wealth management services to
   complement clients’ tax planning, legacy goals and decisions about claiming
   Social Security

 * Longevity and other retirement risks that can negatively affect even the most
   diligent savers

 * And more!


SPEAKERS:

John Manganaro | Senior Reporter | ThinkAdvisor

John Manganaro focuses his coverage on all things retirement, with a special
emphasis on the perspective of financial planning professionals and wealth
managers. John’s work helps to illuminate the important role of financial
advisor professionals and to demonstrate the critical importance of the U.S.
retirement savings system. His coverage of the retirement industry has earned
multiple Jesse H. Neal Awards finalist designations.

Lara Castleton, CFA | U.S. Head of Portfolio Construction and Strategy | Janus
Henderson Investors Ayako Yoshioka, CFA | Senior Portfolio Manager | Wealth
Enhancement Group

Register NowCan’t attend? Register here for an on-demand recording after the
webcast.


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