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Event Details

"FPALA Meeting - Help Prepare Clients for 4 Phases of Retirement"
Event Details
Thursday, February 21, 2019
Program: 2:15 P.M. - Adjourn: 4:00 P.M.
The Proud Bird
11022 Aviation Blvd. Los Angeles, CA 90045
(818) 558-3908
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CEU's
You May EARN 1 CEU CREDITS FOR ATTENDING
May qualify for 1 CFP Credit(s). FPALA follows the CE guidelines specified in the California Board of Accountancy Regulations.
Cost
 pre-registeredAt the Door
Member $40 $65
Non Member $65 $90
 
Guest Speaker(s):

Bill McManus, 8,000 Days – MIT AgeLab


Event Schedule:
2:15 PMRegistration, Snacks and Networking
2:45 PMAnnouncements & Chapter Business
3:00 PM8,000 Days - MIT AgeLab -
4-6:00 PMHappy Hour


Event Details:
8,000 Days - MIT AgeLab
How Financial Advisors Can Help Prepare Clients for 4 Phases of Retirement
With today's rising lifespans, we could be facing roughly 20 or more years in retirement, which is approximately 8,000 days. Once thought of this way, it becomes clearer that retirement is not an end, but rather a new, complex, and unknown phase of life, during which so much could happen.
The Four Phases of Retirement
It's often asked, "What will you do on Day One of your retirement?" Most clients have a clear image of Day One. Maybe even Day 1,001. But few can imagine 8,000 days of golf, and even fewer have a vision of what they will be doing on any given day-such as Day 4,567. But getting started on the right foot can be crucial.
Instead of planning for 'retirement' as a single state, it may be beneficial to reframe the conversation to reflect a four-phased concept of retirement. Each is characterized by the tasks and issues individuals are most likely to be managing. The four retirement phases enable a clear vision to plan and to anticipate what is likely to come.
  1. The Honeymoon Phase
  2. The Big Decision Phase
  3. The Navigating Longevity Phase
  4. The Solo Journey Phase


201902218000Days.pdf

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Speaker(s):

8,000 Days - MIT AgeLab, Bill McManus

Bill is part of the Strategic Markets Team for Hartford Funds. In his current position, Bill is responsible for engaging and educating both financial advisors and their clients about current and emerging opportunities in the financial-services marketplace. These opportunities range from tactical strategies in areas such as retirement-income planning, investment planning, and charitable planning, to anticipating and preparing for long-term demographic and lifestyle changes.
Bill joined the organization in 2003 as an advisor consultant responsible for marketing Hartford Funds in Virginia and West Virginia. Bill earned his Certified Investment Management Analyst (CIMA®) designation, is FINRA Series 7 and 63 registered, and holds his life and variable insurance licenses.

Bill has been widely quoted in consumer and trade publications such as US News and World Report and Wealth Management.com. He has also appeared as a featured guest on Bloomberg Radio to discuss his views on retirement-related topics.

Originally from Smithville, New Jersey, Bill attended the University of Pennsylvania where he earned a bachelor's
degree in political science. He currently lives in Philadelphia, Pennsylvania.



Please note: Reservations for the meetings must be made in writing and cannot be taken over the phone. You can either print the reservation form and fax it to the office or register online. Cancellations must be made 72 hours in advance to avoid being charged.

Please call the FPALA office at (818) 558-3908 with questions
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Aug
 
Bi-Monthly meeting
Thursday | August 22, 2019 12:45 P.M.
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FPALA End of Summer cookout/ Cornhole Tournament and Mixer @Brennan’s (West side)
Thursday | September 19, 2019 12:45 P.M.
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ProBono: Financial Planning Day
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View Calendar >>
 

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