MMI NetMeeting on Goals-Based Wealth Management: Considering Retirement Income and Long-Term Care

Please join us on Wednesday, June 10th at 12:00 PM ET for a discussion centered around two issues that are central to delivering a GBWM experience to clients – generating retirement income and providing for long-term healthcare needs.


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As goals-based wealth management (GBWM) continues to mature and receive increased focus across the investment advisory industry, MMI is committed to providing education and thought leadership around this important topic.

As part of our continuing series of webinars on various dimensions of GBWM, please join us on Wednesday, June 10th at 12:00 PM Eastern Time for a discussion centered around two issues that are central to delivering a GBWM experience to clients – generating retirement income and providing for long-term healthcare needs.

This webinar will explore the findings of a recent study by FUSE Research Network, based on a survey of over 750 financial advisors on their thoughts, expectations, and behaviors around dealing with their clients’ transition into retirement and advancing age, and provide key takeaways for sponsor firms and asset managers.

Host:
Arlen Oransky, Vice President, Money Management Institute

Introduction:
Jack Sharry, Chair, MMI Goals-Based Wealth Management Committee and Executive Vice President, Strategic Development, LifeYield, LLC

Participants:
Neil Bathon, Managing Partner, FUSE Research Network
Heywood Sloane, Principal, The Diversified Services Group
Patrick Newcomb, Director of Benchmark Research, FUSE Research Network

Duration:
45 minutes (including time allocated for Q&A)