This just in: CEO Chris Shuba on Schwab Network


“If you fail to plan, you are planning to fail” – Benjamin Franklin

Today, a college-educated person with a comfortable income is likely to live into their 80s. A life this long can be divided into four periods, averaging roughly 8,000 days each. The period from birth to college graduation is approximately 8,000 days. College graduation to midlife is another approximate 8,000 days. Midlife to retirement age is also approximate 8,000 days. After that, there’s generally another approximate 8,000 days for retirement. Retirement planning doesn’t exactly take into account the realities of an 8,000-day retirement; a script hasn’t been written for that final, but still lengthy, phase. Learn to help investors reduce uncertainty and prolong their independence by preparing for an 8,000-day retirement.

Our guest speaker for this continuing education session is Mike Lynch, from the Applied Insights Team, at Hartford Funds.

Helios Quantitative Research acts as a white-labeled CIO for Financial Advisors across the world. We transform Financial Advisors into full asset managers by helping them create, implement, monitor, communicate, quantitative investment strategies. We currently influence over 100 advisory firms that collectively manage over $30 billion in assets under management.