Wednesday, Aug 12

Advisor IQ Replay – The Quality of Life: Effective Planning for the Road Ahead

When it comes to the future, technology will play a central role in the way retirees interact with the world. What is the most important information Financial Advisors should share with them as they plan for retirement? Join us to find out in this replay of the Advisor IQ series.

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

In this session, we'll discuss how planning for contingencies is an integral part of preparing to live a longer, better, and more fulfilling life. 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.

Our guest speaker for this continuing education session is Mike Lynch, Applied Insights Team, 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. Learn how we are working through the current crisis.

Team Helios

Team Helios

Helios partners with Financial Advisors to help them grow their business, save time, and add scale to their services through enhanced asset management capabilities. Helios was founded in 2016 in Granite Bay, California.

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