No industry stands to gain more from understanding the wants and needs of boomers as they rise up into an age wave than financial services. This illuminating presentation will shed light on boomers and their retirement-related needs, worries, and aspirations. How will the emerging adult lifestage demands of careers, parenthood, eldercare, grandparenthood, singlehood, and rehirement affect retirement? What are the hopes and fears that motivate boomers in terms of investing financially in their future? What are boomers looking for from financial professionals? What does legacy mean to them? And what does retirement mean to them? This presentation includes an overview of the five stages of retirement: 1) imagination, 2) anticipation, 3) liberation, 4) reorientation, and 5) reconciliation. You'll learn what concerns people before, during, and after retirement and what role financial planning can play in assuring that retirement will be a dream and not a nightmare. Based on research findings from numerous highly acclaimed studies on retirement and financial services conducted by Age Wave, this presentation sheds light on how financial professionals can help boomers fulfill their personal "retirement dreams."
To learn more about the Financial Wake-Up Call: The Future of Financial Services multi-media presentation or for speaker availability and fees, please contact
Robyn Hamilton at (415) 705-8015 or by email at .