Longevity and the New Journey of Retirement

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Presented by

Ken Cella and Ken Dychtwald, Ph.D.

About this talk

*1 Hour / CFP Board and I&WI CE Credits* Due to the convergence of five potent and unprecedented forces, we’re witnessing the birth of a new Retirement Journey with new dreams, worries, choices and planning needs. This new presentation draws from the seminal thought leadership research conducted by Age Wave in partnership with Edward Jones, Longevity and the New Journey of Retirement. Dr. Dychtwald, the nation’s foremost authority on longevity, aging and retirement, will address the most important questions to safeguard Americans’ well-being and financial peace of mind in retirement. - How do people’s growing awareness of their potential longevity impact their desire to work longer? - What contributes to the misalignment of our healthspans and our wealthspans? - What are the different expectations of aging Boomers and Xers for this new chapter in their lives? - What has the impact of COVID-19 been on retirement? - How do the four stages of the new retirement journey unfold and what are the goals, challenges, needs for each? - What are the different paths retirees can take in retirement and what are their unique ambitions, attitudes, actions, and preparations? *Testimonial presenters: Cheryl Nash, CEO, Financial Supermarkets, InvestCloud, Inc. and Hassan Davis, Assistant VP, LPL Financial*

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Financial Advisor is a monthly financial services magazine which delivers market information for financial advisors. Its articles focus on strategies and management advice for advisors of affluent clients. Its targeted readership includes financial planners, investment advisors, and broker-dealers.