- Learn how to maximise healthcare and social security benefits for your clients
- Explore and optimise the latest IRA tax planning strategies to better enhance your clients tax efficiency
- Engage with the opportunities that automated retirement tools and resources can offer your firm and your clients
- Identify the best practices for balancing risk and return, and preparing retirement portfolios that withstand market fluctuations
- Understand the holistic view of your clients’ retirement needs, from life goals and family dynamics to their emotional well-being
Hear from and engage with the very best retirement planning thought leaders
Be part of an established and industry leading conference, now in its 18th year, with content curated for advisors, by advisors
Deep dive into retirement income solutions and personalized investing advice for your clients
Get up to speed on the essential tools that will enhance your client experience and futureproof your practice
Keep up with every session, speaker, exhibitor, and attendee with our comprehensive conference app that enables you to directly engage with the people you want to meet
About The Event
Retirement planning is one of the most important and multifaceted aspects of wealth management that anyone will face. Financial planners and investment advisors should take a thorough and holistic approach when assisting clients through this significant stage of life. This year, the InvestmentNews Retirement Income Summit is returning to offer its unique blend of unmissable content and unrivalled engagement with some of the best thought leaders across the wealth management space. The summit will provide the essential platform for advisors and planners to deepen your understanding of the current trends and challenges, expand and optimize your service offering, and enhance your clients’ wealth and financial security for the future. From deep dives into income and tax planning strategies to engaging holistically with your clients’ goals and values, the summit is the essential platform for you to optimize your offering. Gain practical knowledge, innovative tools, and actionable strategies to enhance your financial planning practice and better serve your clients.
What will you learn
