Clients of all ages are looking for expertise in retirement planning, especially when it comes to holistic, multidisciplinary planning for an entire household. As clients shift from an accumulation of assets to decumulation, their needs and mindset change significantly. An advisor can add more value by improving communication, trust, and investment outcomes.

Whether you’re part of the Institute’s Retirement Management Advisor® program, or simply looking for a better way to support your retirement clients, this is the conference for you. Join the main conference on December 8 for up to 13 CE hours and gain practical tools and techniques to use in your practice.

Conference website