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Retirement Planning - Enrich Investor Conversations with Technology

Retirement planning involves collaborative discussions between advisors and investors and is evolving and redefining in this post-pandemic era.

Learn more on how to enrich retirement planning conversations amongst financial advisors and investors, meet the needs of investors and their goals in long term income as well as strengthen wealth preservation and retirement advice in the panel discussion with Richard Kelter, Director of Product Management at Tegra118 together with Michael Roth, Head of Retirement Solutions.

Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program, and managing assets and risk. Throughout this journey, investors and financial advisors discuss the various best practices for baby boomers to preserve and stretch their assets, plan ahead for retirement goals and leverage the use of cutting-edge technology to ensure saving and investing goals are met.

You will learn:

  • How market volatility has highlighted the need for safe and secure lifetime income and effective retirement planning
  • The trend of baby boomers retiring and seeking to preserve and stretch their nest eggs, and how to address their long-term income needs
  • Best practices to save, invest and build wealth in the post-pandemic era

Tune in to this LinkedIn Live conversation with industry influencer April Rudin as she speaks with Tegra118’s Rich Keltner, Director of Product Management and Michael Roth, Head of Retirement Solutions at Tegra118, to discuss best practices and insights in retirement planning, and how technology is making it easier to solve for clients’ retirement and lifetime income goals.

Learn more about Tegra118 wealth technology of the future and how this boosts workflow of financial wealth advisors in this article.

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