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Hartford Funds’ Summer School is Back in Session for Advisors
Third Season Kicks Off by Discussing Retirement Under Trump

June 21, 2017
Radnor, PA

Hartford Funds premieres the third season of “Summer School,” an eight-week-long online video series featuring bite-sized practice management lessons for advisors.

Summer School is designed to engage advisors on topics related to human-centric investing and help strengthen client relationships beyond investment performance.

“We are always looking for meaningful ways to connect with advisors and to help them connect with their clients. Summer School has proven to be an invaluable touchpoint,” said John Diehl, senior vice president of Strategic Markets for Hartford Funds. “Advisors can expect a season packed with insight on navigating the current political landscape and its related impact on investments, improving couples’ financial relationships and advising on lifestyle planning when retirement narratives shift.”

The first episode, “Retiring Under the Current Administration,” can be found here: Hartford Funds Summer School Episode 1. In it, Diehl highlights why advisors should discuss the economic and financial implications of politics with their clients and what it means for those nearing retirement and beyond.

Subsequent episodes will provide perspectives on a variety of topics from Hartford Funds’ suite of practice management experts as well as Dr. Kristy Archuleta, Program Director of Personal Financial Planning at Kansas State University and Hartford Funds Human-Centric Insights panelist. This summer’s episodes will explore:

  • “Alternative Facts” and Investing: How to discuss confirmation bias, sift through “alternative facts” and deepen trust in the advisor-client relationship.
  • To Tweet or Not to Tweet: How to approach conversations and concerns about the President’s Twitter feed by outlining the top three reasons clients are susceptible to believing that tweets impact the market.
  • When Financial Therapy is the Answer: How to collaborate with a financial therapist to better identify the needs of married clients and provide resources to promote healthy financial relationships.
  • Unmarried Millennials and Money: How to better understand the needs of Millennial couples and encourage them to have healthy conversations around money when their financial pictures deviate from previous generations (who cohabitated less and married sooner).
  • Back to Work: How to help clients navigate and readjust their financial plan when they “un-retire” by utilizing technology and a support team of financial professionals.
  • Single Retirement: How to navigate the emotional complexities of discussing single retirement with clients, be they currently married, widowed, or divorced, and the financial burdens attached to this.
  • Financial Wellness: How plan advisers can raise the importance of financial wellness programs to sponsors, outlining why they should consider incorporating this into their programs and the key benefits for employees.

New videos will be posted on the Masters of Advice Institute (MAI) blog on a weekly basis: Subscribe to the MAI blog to get immediate access to the videos and all other MAI blog content as soon as new posts are published.

About Hartford Funds

Founded in 1996, Hartford Funds is a leading asset manager, which provides mutual funds, ETFs, and 529 college savings plans. Using its human-centric investing approach, Hartford Funds creates strategies and tools designed to address the needs and wants of investors. Leveraging partnerships with leading experts, Hartford Funds delivers insight into the latest demographic trends and investor behavior.

The firm’s line-up includes more than 55 mutual funds in a variety of styles and asset classes, and 9 ETFs. Its mutual funds (with the exception of certain fund of funds) are sub-advised by Wellington Management or Schroder Investment Management North America Inc. The 7 strategic beta ETFs offered by Hartford Funds are designed to help address investors’ evolving needs by leveraging a unique risk-optimized approach, which identifies risks within each asset class and then deliberately and systematically re-allocates capital toward risks more likely to enhance return potential. Hartford Funds has mutual fund assets under management of $87.1 billion as of March 31, 2017 (excluding assets used in certain annuity products). For more information about our investment family, visit

Media Contact:

Cindy Engman
(212) 279-3115 x281

All investments are subject to risk, including the possible loss of principal. There is no guarantee the funds will achieve their stated objectives.

Investors should carefully consider a fund’s investment objectives, risks, charges and expenses. This and other important information is contained in the fund’s prospectus and summary prospectus (if available), which can be obtained by visiting Please read it carefully before investing.

Hartford Funds refers to Hartford Funds Management Group, Inc., and its subsidiaries, including the mutual funds’ and active ETFs’ investment manager, Hartford Funds Management Company, LLC (HFMC), the mutual funds’ distributor, Hartford Funds Distributors, LLC, Member FINRA, as well as Lattice Strategies LLC, a wholly owned subsidiary of HFMC, which serves as the investment adviser to strategic beta exchange-traded funds (ETFs). Certain funds are sub-advised by Wellington Management Company LLP or Schroder Investment Management North America Inc. Schroder Investment Management North America Ltd. serves as a secondary sub-adviser to certain funds. All ETFs are distributed by ALPS Distributors, Inc. (ALPS). Hartford Funds is not affiliated with any fund sub-adviser or ALPS. “The Hartford” is The Hartford Financial Services Group Inc. and its subsidiaries. Hartford Funds Distributors, LLC is a subsidiary of The Hartford Financial Services Group Inc.


Some of the statements in this release may be considered forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995. We caution investors that these forward-looking statements are not guarantees of future performance, and actual results may differ materially. Investors should consider the important risks and uncertainties that may cause actual results to differ. These important risks and uncertainties include those discussed in The Hartford’s Quarterly Reports on Form 10-Q, our 2016 Annual Report on Form 10-K and the other filings The Hartford makes with the Securities and Exchange Commission. We assume no obligation to update this release, which speaks as of the date issued.

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