Advisor IQ Replay - 5 Ways Technology Will Change the Way You Age
May 27th, 2020
Pro-tip: the presentation begins at the 3:13 mark
Helios Quantitative Research acts as a white-labeled CIO for Financial Advisors across the world. We create, implement, monitor, communicate, and train over 100 advisory firms that collectively manage over $25 billion in assets under management. Learn how we are working through the current crisis.
In collaboration with Hartford Funds and the MIT AgeLab, we are excited to provide the replay of another continuing education workshop for on-the-go financial professionals.
For the next generation of retirees, one question will trump all others: How do you add life to longer lives? As people live longer and spend more time in retirement, the challenge will be to get more out of those years. How do you find a rewarding second career? How do you stay close to friends and family? How do you maintain independence and mobility? How do you embrace new experiences? The answer: technology. With the advent of smartphones and constant connectedness, a new peer-to-peer, on-demand economy has emerged. With a simple swipe or tap of an app, information and services are available at our fingertips.
Our guest speaker for this Continuing Education session is Bill McManus, Applied Insights Team from Hartford Funds.
Helios is not an affiliate or subsidiary of Hartford Funds
CE Materials are provided by Hartford Funds Distributors, LLC, Member FINRA.
All information provided is for informational and educational purposes only and is not intended to provide investment, tax, accounting or legal advice. As with all matters of an investment, tax, or legal nature, investors should consult with their own professionals regarding their speciﬁc legal or tax situation. Please address any questions, comments, or complaints to: Hartford Funds • Attn: CE Dept. • 690 Lee Road • Wayne, PA 19087 or call 800.456.7526 Due to this program being offered free of charge, there will be no refunds issued. FOR USE ONLY WITH CPAS, ATTORNEYS AND FINANCIAL SERVICES PROFESSIONALS
Complimentary CE Series
1hr Credit - CFP, CPA, CIMI, CPWA
Due Dilly Podcast