The new retirementality: exit or change lanes?
with Jacquelyn Mann, National Manager of Invesco Global Consulting, Australia
CPD Event
The new retirementality: exit or change lanes?
“Research shows that the financial advisers best able to help their clients find their retirement futures will be the ones most likely to help them fund it.” - Invesco
In this practical session, Jacquelyn Mann, National Manager of Invesco Global Consulting in Australia, will share research, insights and resources for financial advisers to help the next generation of baby boomer clients find and fund their retirement lifestyles.
- How to change the conversation you’re having with clients about retirement
- Ways to help clients think through three big questions of retirement
- Practical tools to help clients stop being overwhelmed and start feeling empowered about life after 65
- Wisdom from retired people who have gone before us
- How to understand the critical role and optimal balance of location, vocation and vacation in the retirement planning process
- Deeper insights on how to insulate and grow your practice as baby boomers move into retirement
Register to watch the CPD webinar
Thursday, 17 August, 1-2pm AEST
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Speaker bio
Introducing Invesco Consulting
Invesco Global Consulting is a communication and consulting services group with a focus on supporting advisers across Australia by offering well-articulated, research-based strategies.
Their language-based research and actionable insights are crafted to help advisers in four key areas of their business: new business development, wealth management, practice management, and client service.
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