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Retirement Panel – Worldwide Trends, Multi-Country Solutions

Anne-marie Lee, ChFC, CLU; Rajesh Chheda, ACA, CFP; Helen A. Jenkins, Dip PFS; Jason L Smith; Heather M. Courneya, CLU, CH.F.C.

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Creating a meaningful financial plan including investment strategies for a client’s retirement is a vital role of the financial advisor. Come learn strategies and philosophies as a panel of MDRT experts from around the globe analyzes case-study data and presents their solutions. Attendees who sign up for this session in advance will also receive the set of case-study data prior to arriving on-site. Following the panel experts’ presentations, attendees will be encouraged to share their own strategies with peers at their table.

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