This just in: CEO Chris Shuba in Financial Planning


“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.