Investment strategy update: A diversified approach to stronger retirement outcomes.
Please join David Lebovitz, Global Market Strategist, and Daniel Oldroyd, Portfolio Manager and Head of Target Date Strategies, as they cover the markets and economy, and provide an update on SmartRetirement.
Join Dr. David Kelly, Chief Global Strategist; Bob Michele, Chief Investment Officer and Head of the Global Fixed Income, Currency & Commodities Group; and Paul Quinsee, Global Head of Equities as they discuss investment implications of the 2020 election.
Life is unpredictable and our financial lives are no different. During periods of uncertainty we often focus our energy on factors outside of our control: what is happening in the market or what is happening in Washington. Please join Katherine Roy, Chief Retirement Strategist, and Meghan Dorr, Retirement Link Segment Head, as they discuss what we can learn from investor behavior during volatile times, the importance of staying the course and how the award-winning Guide to Retirement can help you navigate retirement during these challenging times.
Join Dan Notto, ERISA Strategist, and Meghan Jacobson, Head of US Insights, for a discussion of recent changes to the retirement plan rules that may be of interest to your clients, some of which may require action before the end of the year.
401(k)s are the only savings vehicle many Americans have. Examining findings from our research collaboration with the Employee Benefit Research Institute, Katherine Roy, Chief Retirement Strategist and Kelly Hahn, Defined Contribution Strategist, will discuss why it’s critical to have a well-diversified retirement portfolio and how employers can help their employees spend a little less and save a little more.
Social Security is a critical piece of the retirement income puzzle. Please join Katherine Roy, Chief Retirement Strategist, and Tai Emeghebo, Executive Director, National Accounts, as they discuss key areas advisors should focus on when helping their clients navigate social security, including what people need to know before they make a decision, how to understand timing trade-offs, and how to maximize benefits. Spousal claiming scenarios and the future of the program based on the 2020 OASDI Trustees report and potential implications due to COVID-19 will also be discussed.
Life is unpredictable and our financial lives are no different. During periods of uncertainty we often focus our energy on factors outside of our control: what is happening in the market or what is happening in Washington regarding taxes, health care costs or federal stimulus programs. Please join Katherine Roy, Chief Retirement Strategist, and Elizabeth Hamel, Executive Director, Client Advisor, as they discuss what we can learn from investor behavior during volatile times, the importance of staying the course and how the award-winning Guide to Retirement can help you simplify those complex conversations for your clients.
Participe do webcast do Guide to the Markets - América Latina, com Gabriela Santos, Estrategista de Mercado Global. Por meio de informações disponíveis no Guide to the Markets - América Latina para o 2º trimestre, Gabriela irá prover uma clara perspectiva acerca do cenário macroeconômico e as oportunidades de investimento em diferentes classes de ativos. Seus comentários serão seguidos por uma sessão de perguntas e respostas.
With growth significantly outperforming value over the last 15 months, many investors are wondering when value will come back into favor. But regardless of short-term fluctuations, the proven investment approach of award-winning value manager Jonathan Simon always makes good long term sense. Join us as he gives more color around the performance and positioning in his Value Advantage Fund.
Join Karen Ward, Chief Market Strategist for the UK and Europe, for a videocast in which she will explore the key trends and themes that are likely to shape global markets in 2018 and beyond.
Karen will be joined by Shrenick Shah, portfolio manager for the JPM Global Macro Opportunities Fund, who will provide an overview of the fund and illustrate how his team target positive returns in various market conditions.
Please submit questions throughout the call to receive answers from Karen and Shrenick on the issues that matter to you.
The call will qualify you for 45 minutes of Structured CPD, accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investments (CISI).
Retirement planning today can be challenging, and the best way to prepare for retirement is to maximize saving, manage spending and take a balanced approach to investing. Most people entering retirement have similar goals—they don’t want to run out of money, they want to maintain their lifestyle and check off the things on their bucket lists.
When it comes to helping women plan for retirement, it can be even more challenging. While women have similar needs in retirement as men do, they face many challenges in various aspects of their lives including work, pay and family balance. In this session, we will focus on the challenges and opportunities facing women to help them plan for an meet their retirement goals.