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Webinar: Further Insights into 21st Century Retirement – April 19

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Date: Wednesday, April 19, noon – 1 pm ET

It’s been 15 years since Strategic Business Insights (SBI) introduced the idea of Revolving Retirement – a life stage between pre-retirement and traditional retirement. In that time the number of households in this life stage has increased by 50% and is growing. This presentation will explore trends in how retirement continues to evolve and what are the opportunities for financial product manufacturers, providers, and advisors.

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Presenter:

Larry Cohen, Director of Consumer Financial Decisions, Strategic Business Insights 

Larry Cohen is Vice President and Director of the Consumer Financial Decisions practice at Strategic Business Insights, an employee-owned spin-off from SRI International. Since 1984, Larry has focused exclusively on the financial services area, providing analysis of, and insight into strategic planning, marketing, product ideation and design, behavioral economics, market research, macroeconomics, and competitive intelligence for virtually every major financial services organization.

RMA® Reminder: Attendance at the webinar (or its replay) counts towards required CE for RIIA®’s RMA designation.  One webinar = 1 hour of credit.

For RIIA institutional members, all employees within the company are RIIA members and can take advantage of this member benefit.

Special Thanks to:

BankofAmericaNewBanner


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