Retirement Wake-Up Call: The Future of Financial Services
How has today’s financial crisis altered the relationship between client and financial advisor? Based on research findings from numerous highly acclaimed Age Wave studies on retirement and financial services, this presentation sheds light on which aspects of the financial services industry are dying and which are coming alive. It outlines the “new” retirement-related needs, worries, and aspirations – and how financial services firms and advisors can re-establish trust with the wary public. Meet the “Ageless Explorers,” the “Comfortably Contents,” the “Live for Todays” and the “Sick and Tireds.” Learn how each group feels about their lives, their prospects for fulfilling their hopes and dreams for retirement and what role financial planning, employer support and/or government policies have played in getting them to where they are today. This presentation also covers how the emerging adult lifestage demands of careers, parenthood, eldercare, grandparenthood, singlehood, disability and rehirement will affect savings and retirement funding.
To learn more about the “Retirement Wake-Up Call: The Future of Financial Services” multi-media presentation or to obtain speaker availability and fees, please contact Robyn Reynolds at (510) 899-4004 or .