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As people live longer, retirement planning requires holistic thinking and expertise

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MIT AgeLab

Longevity is changing retirement (Do your services match up?)

Retirement has changed but retirement planning hasn’t. It’s imperative that today’s practices evolve from a focus on financial security to the new business of longevity planning. The MIT AgeLab recommends building a network of longevity-related professionals to help solve the challenges of longer retirements and differentiate your practice.

 

Learn:

  • Why planning hasn’t kept up with retirement trends
  • How to identify trusted providers clients may need as they age
  • How referrals can grow as a result of your longevity expertise

 

Resource iconResources

Financial professional whitepaper

Financial professional workbook

Financial professional presentation

Webinar Replay

Click here to order materials

 

Next Steps

1Download our workbook
2If you find this information to be of value, contact your Hartford Funds advisor consultant about hosting a workshop for your team, complex, or region

 

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Longevity is changing retirement (Do your services match up?)
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The Freedom Paradox
The one big Idea that will change the way you think about retirement

*Contact your Hartford Funds representative or call 800-456-7526 about CE information.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds. 

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