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January 21
RECORDING
COMING
SOON
Redefining Retirement Income: Exploring Social Security Sequencing and Plan Design to Improve Retirement Outcomes
Speaker:
Karen Ireland, Senior Business Development Consultant
With increasing longevity, the shift to DC, higher healthcare costs and increasing reliance on Social Security to fund retirement income, we need a shift in how we approach Social Security within the retirement income discussion. Three case studies will be presented (low earner, medium earner, higher earner) and will offer simple steps plan sponsors and participants can take to improve retirement success.
COMING
SOON
Redefining Retirement Income: Exploring Social Security Sequencing and Plan Design to Improve Retirement Outcomes
Speaker:
Karen Ireland, Senior Business Development Consultant
With increasing longevity, the shift to DC, higher healthcare costs and increasing reliance on Social Security to fund retirement income, we need a shift in how we approach Social Security within the retirement income discussion. Three case studies will be presented (low earner, medium earner, higher earner) and will offer simple steps plan sponsors and participants can take to improve retirement success.
February 4
Personalization at Scale: How Advisors Can Efficiently Deliver Custom Advice Through Managed Accounts
Speakers:
Yaqub Ahmed, Head of US Retirement and Insurance, Franklin Templeton
Jeffrey Cullen, Managing Partner, Strategic Retirement Partners
Josh Forstater, Head of Partnerships, Vestwell
Managed account adoption is increasing dramatically as advisors see the value of providing personalized advice at scale. Join us to address the factors driving adoption including advancing technology, the convergence of retirement consulting and private wealth, and the growing demand for customization. We’ll also discuss the importance of certain design features to ensure your managed account offering helps drive outcomes while delivering the individualized experience today’s participants have come to expect.
Speakers:
Yaqub Ahmed, Head of US Retirement and Insurance, Franklin Templeton
Jeffrey Cullen, Managing Partner, Strategic Retirement Partners
Josh Forstater, Head of Partnerships, Vestwell
Managed account adoption is increasing dramatically as advisors see the value of providing personalized advice at scale. Join us to address the factors driving adoption including advancing technology, the convergence of retirement consulting and private wealth, and the growing demand for customization. We’ll also discuss the importance of certain design features to ensure your managed account offering helps drive outcomes while delivering the individualized experience today’s participants have come to expect.
March 4
The SECURE Act:
Multiple Employer Plans
Speaker:
Dan Roger, Sales Director, MEP & Special Markets
The SECURE Act has reinvigorated the industry’s interest in multiple employer plans (MEPs)! Learn the basics of MEPs, get an update on their regulation, and learn about the future landscape of pooled employer plans (PEP).
For more information, click here.
Multiple Employer Plans
Speaker:
Dan Roger, Sales Director, MEP & Special Markets
The SECURE Act has reinvigorated the industry’s interest in multiple employer plans (MEPs)! Learn the basics of MEPs, get an update on their regulation, and learn about the future landscape of pooled employer plans (PEP).
For more information, click here.
March 18
Next-gen QDIA: New Trends You Should Know
Speakers:
Stephen L. Deschenes
Director, Client Research Group
John Doyle
Senior Retirement Strategist
Craig Duglin
Senior Product Manager
(moderator)
Take a deep dive into the evolution of QDIAs from off-the-shelf products to custom solutions, and weigh the pros and cons of:
Multiple glide paths
Blended vintages
Multi-factor approaches
Speakers:
Stephen L. Deschenes
Director, Client Research Group
John Doyle
Senior Retirement Strategist
Craig Duglin
Senior Product Manager
(moderator)
Take a deep dive into the evolution of QDIAs from off-the-shelf products to custom solutions, and weigh the pros and cons of:
Multiple glide paths
Blended vintages
Multi-factor approaches
April 29
Why Value Now?
Speakers:
David Coon, Partner
Josh Dupont, Partner
Value versus growth is always being debated. Join David and Josh as they discuss why Value looks attractive now.
Speakers:
David Coon, Partner
Josh Dupont, Partner
Value versus growth is always being debated. Join David and Josh as they discuss why Value looks attractive now.
For general inquiries: events@advisor2x.com
210-3 Avondale Ave., Wilmington, NC 28403