How to Factor Longevity into Your Financial Planning


OCTOBER 23, 2024 | 2-3PM ET | WEBINAR

 

Do you realize how long your clients are likely to live? Thanks to current and coming innovations in medicine, there’s a new risk for financial plans: longevity risk. Join this fascinating and important conversation to learn about the emerging solutions designed to help you address this issue, so you can serve your clients in what may well be a much longer retirement journey than they realize.  

1 CFP CE | 1 CFA PL credit
Investments & Wealth Institute® has accepted this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

SPONSORED BY:

Distributed by Foreside Financial Services, LLC.
For LifeX ETF disclosures, please visit https://lifexfunds.com/

 

Do you realize how long your clients are likely to live? Thanks to current and coming innovations in medicine, there’s a new risk for financial plans: longevity risk. Join this fascinating and important conversation to learn about the emerging solutions designed to help you address this issue, so you can serve your clients in what may well be a much longer retirement journey than they realize.  

1 CFP CE | 1 CFA PL credit
Investments & Wealth Institute® has accepted this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

SPONSORED BY:

Distributed by Foreside Financial Services, LLC.
For LifeX ETF disclosures, please visit https://lifexfunds.com/

Featured Speakers

Ric Edelman

Founder

The Truth About Your Future

Nate Conrad

Head of LifeX

at Stone Ridge Asset Management

MEET NATE

Nate Conrad is the Head of LifeX. Prior to joining Stone Ridge, Nate worked at Goldman Sachs as a vice president in the Interest Rates Trading business. During his time at Stone Ridge, Nate previously served as the Head of Markets at Stone Ridge and as the President of NYDIG. He received his BSE in Computer Information Science from the University of Pennsylvania’s Engineering School.

Featured Speakers

Ric Edelman

Founder

The Truth About
Your Future

Nate Conrad

Head of LifeX

at Stone Ridge Asset Management

MEET NATE

Nate Conrad is the Head of LifeX. Prior to joining Stone Ridge, Nate worked at Goldman Sachs as a vice president in the Interest Rates Trading business. During his time at Stone Ridge, Nate previously served as the Head of Markets at Stone Ridge and as the President of NYDIG. He received his BSE in Computer Information Science from the University of Pennsylvania’s Engineering School.

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