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Wills, Trusts, & Estates Prof Blog
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On-Demand Webinar Replay

By Gerry W. Beyer

EvenskyWebAs I previously blogged, Harold Evensky (President of Evensky & Katz Wealth Managment) presented a 60-minute complimentary webinar for financial advisors on Mar. 29, 2012 entitled, The Future Ain’t What It Used to Be: The Ultimate Guide to Retirement Planning for Baby Boomers. Mr. Evensky has now provided a version of the webinar online and on-demand. The course is entitled, On-Demand Webinar Replay: The Ultimate Guide to Retirement Planning for Baby Boomers. The description of the course is below:

For decades practitioners were focused on saving for tomorrow; well for many of our clients tomorrow is here and the rules of planning change dramatically when an investor needs to begin drawing on their nest egg–especially in an era where yesterday’s knowledge is quickly becoming irrelevant. With another baby boomer turning fifty-nine every seven seconds between 2012 and 2025, the time is ticking on how long financial advisors have to prepare themselves to meet the newly-defined expectations and requirements of the modern retiree. Those who fail to do so will be left behind.

This information-packed webinar will cover everything you need to know about retirement planning now and in the future, including:

  • The New Reality: Risks Facing Today’s Retirees
  • Portfolio Design & Management
  • Managing Expectations
  • Managing Volatility
  • Strategies and Suggestions to Manage Risk
  • and much more!

We will conclude the presentation with a 15-minute live Q&A session to answer any questions you might have.

Our Presenter will be…

Harold Evensky, CFP®, AIF®, President
Evensky & Katz Wealth Management

Harold is an Internationally known speaker and author on investment and financial planning issues. He has been recognized as one of most influential people in the industry in 1999, 2000, 2001, 2009 and 2010 by leading publications including Accounting Today, Investment News, Financial Planning Magazine, Money Magazine and Investment A dvisor Magazine.

Posted in:
Conferences & CLE and Estate Planning - Generally