CPD webinar series: Retirement Advice – The Bigger Picture
All sessions 1:00pm – 2:00pm AEST | Up to 3 CPD hours
This three-part webinar series shares groundbreaking research that studies retirement from the client’s viewpoint. Discover the real emotional drivers of successful retirement and uncover what matters most in the different phases of retirement. and what it means for portfolio construction, product allocation and the advice process.
- Tuesday 12 October – Retirement Expectations
- Tuesday 19 October – Change Upon Change
- Tuesday 26 October – Wisdom of Experience
Presented by Richard Dinham, Head of Client Solutions and Retirement at Fidelity International, Jason Andriessen, Consulting Partner at research consultancy MYMAVINS, and Ben Marshan CFP®, FPA Head of Policy, Strategy and Innovation.
|Chapter:||Open to all FPA members|
|Venue:||Hosted on your learning portal, FPA Learn|
To attend this event, please click below to book.