[sc_pdf_download] 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 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 $30 billion in assets under management. Learn how we are working through the current crisis.
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.