52% of RIA clients are over the age of 60. 2024 will see the greatest surge ever of Americans turning age 65. The US retirement system scored a C+ in an analysis of global retirement systems, and the 60/40 strategy is on track for its worst year since at least 1937.
While financial planning has many uncertainties, there are innovative tools to give your baby boomers the golden years they deserve. Join us on Thursday, December 14 as Peter Nakada, Chief Education Officer at Stoneridge Asset Management, gives a presentation designed to arm you with a new toolkit of investment strategies to alleviate the financial stress that many of your baby boomer clients face in their post-paycheck stage of life. Their goal is to empower you with a broader view of the investable universe to understand the power of diversifying with true alternatives, as well as deliver insights on valuable financial tools such as longevity pooling.
Baby boomers need solutions that address their specific and unique needs. Differentiate your practice with innovative strategies to help grow and sustain your practice.
This is a Continuing Education (CE) webinar. Live attendees will be eligible for one hour of CFP and/or The American College CE credit.