Webcast
Towards a retirement income philosophy
In today’s rapidly changing financial landscape, the role of financial advisers as navigators for their clients in retirement has never been more crucial. Join us for an exclusive, FREE webinar hosted by Money Management, in association with Allianz Retire+, where we delve into the fundamental components of a robust retirement income philosophy.
Allianz Retire+ has conducted a new study with Ensombl, drawing on the expertise of five leading advisers who collectively represent over 1,000 clients. This research uncovers the unique opportunities within retirement planning, and examines the key strategies and evolving philosophies these advisers employ to prepare their clients for retirement in today’s environment.
Key adviser takeaways:
- Outlines the critical elements that should form the foundation of any retirement income philosophy.
- Identifies processes for assessing and quantifying the unique nature of financial risks and the emotional challenges faced by retirees and pre-retirees.
- Explains methodologies for designing and implementing retirement income strategies and portfolios.
- Develops a toolkit of product solutions that can be called upon to bring these strategies to life.
As you continue to guide your clients through their retirement journeys, Allianz Retire+ is committed to supporting you with innovative solutions and actionable insights. Together, we can lead the way in revolutionising retirement planning, ensuring that your clients retire with confidence and certainty.
This is a CPD accredited webcast
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Webcast
Towards a retirement income philosophy
This webcast will go live on Tuesday, 4 March 2025. You will receive log in information closer to the date by Money Management.
In today’s rapidly changing financial landscape, the role of financial advisers as navigators for their clients in retirement has never been more crucial. Join us for an exclusive, FREE webinar hosted by Money Management, in association with Allianz Retire+, where we delve into the fundamental components of a robust retirement income philosophy.
Allianz Retire+ has conducted a new study with Ensombl, drawing on the expertise of five leading advisers who collectively represent over 1,000 clients. This research uncovers the unique opportunities within retirement planning, and examines the key strategies and evolving philosophies these advisers employ to prepare their clients for retirement in today’s environment.
Key adviser takeaways:
- Outlines the critical elements that should form the foundation of any retirement income philosophy.
- Identifies processes for assessing and quantifying the unique nature of financial risks and the emotional challenges faced by retirees and pre-retirees.
- Explains methodologies for designing and implementing retirement income strategies and portfolios.
- Develops a toolkit of product solutions that can be called upon to bring these strategies to life.
As you continue to guide your clients through their retirement journeys, Allianz Retire+ is committed to supporting you with innovative solutions and actionable insights. Together, we can lead the way in revolutionising retirement planning, ensuring that your clients retire with confidence and certainty.
This is a CPD accredited webcast
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If you are experiencing any issues or have any questions about this webcast, please contact Robyn at [email protected] or alternatively call 02 9922 3300.
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