0       0

ENGAGE 2020


PFP2036 - The Quality of Life - 3 Questions predictive of Future Quality of Life


Jun 10, 2020 3:30pm ‐ Jun 10, 2020 4:20pm

Description

According to Dr. Joe Coughlin, founder and director of MIT AgeLab, while we may fear our lifespan outliving our wealthspan, there’s an even greater risk of

–Outliving our physical capacity to remain comfortably independent

–Losing easy access to the big and small things that make us happy, and 

–Seeing a decline in the number of friends critical to supporting quality living in old age.

Planning for these contingencies is an integral part of preparing to live longer, better. Financial advisors should integrate these issues into a comprehensive planning discussion that makes an ambiguous retirement future—often decades away—more tangible to their clients. They need to help clients commit to preparing for their retirement today.

Learning Objectives:
  • Why traditional approaches to financial planning have lost effectiveness
  • Three questions advisors, individuals and couples should ask to prompt an assessment of how well they are prepared to live well in older age
  • How to implement a new, more effective planning process.

Speaker(s):

  • John Diehl, CFP, CLU, ChFC, Senior Vice President, Hartford Funds
Tags: PFP
Category: Concurrent Session (Onsite and Online)

You must be logged in and own this session in order to post comments.

Print Certificate
Review Answers
Print Transcript
Completed on: token-completed_on
Review Answers
Please select the appropriate credit type:
/
test_id: 
credits: 
completed on: 
rendered in: 
* - Indicates answer is required.
token-content

token-speaker-name
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
/
/
token-index
token-content
token-index
token-content