Breakout Session

The New Retirement

Level of Complexity: Intermediate

Presenter(s)

• 

  Scott Hanson, CFP®, CFS®, ChFC®

  Co-Founder and Senior Partner
  Allworth Financial

This session highlights research from the University of Michigan Health and Retirement Study, the 80-year Harvard Study of Adult Development plus Allworth Financial (formerly Hanson McClain)’s proprietary research. Scott Hanson, CFP, will share their Future Framework, a road map with which they’ve taken hundreds of their clients through. Scott has guided thousands of people literally from the workplace into retirement, either in person or through his two-decade-old weekly radio program, and will share insights that are not found in the typical textbook.

Learning Objectives:

• Identify the four areas every adviser needs to help retirees address in order for them to have a successful retirement.
• Understand new tools and resources that can be shared with clients.
• Increased knowledge to help better serve the 10,000 baby boomers march towards retirement every day.