As clients age and their financial lives evolve, most reach a point where they stop accumulating investment assets and begin taking distributions from their investment and retirement portfolios. This presentation introduces financial advisors to a comprehensive approach to creating longevity-oriented investment portfolios and managing retirement income.

When a client experiences an unexpected life event like job loss, it can be hard to focus on important financial conversations. With talk of “The Great Resignation” upon us, clients experiencing a job transition may be more prevalent than you think.

This program identifies some of the critical decisions facing clients after a loss of a job or during a life transition. Restoring Retirement reminds you of the critical role you play in managing your clients’ financial plan as well as providing moral support.

Individuals are often reluctant to speak to their heirs about the amount of wealth they will leave behind for a variety of reasons. Jan Blakeley Holman, my guest today, will explain the common barriers to those discussions and how advisors can help their clients overcome them.

In this CE webinar, Jan Holman, Thornburg Investment Management’s Director of Advisor Education, will:

• Review two market theories that you likely follow that don’t factor in investor behavior
• Reveal biases common to all investors that lead many of them to sell at the worst times
• Offer three simple steps you can take in your practice to control the destructive biases of your clients

Those of us who have chosen a career in the financial services industry believe in the value of financial advisors. We know that financial experts are important for any individual who is trying to achieve a financial goal. But not everyone agrees with us.

We may not be able to control the direction of the markets or the rate of inflation, but we can control the amount of money we spend.