Andrew and I labored collectively to determine easy methods to eat our salad and even to search out the bread. (It additionally turned out that Andrew was the vice chair of the FPA Retreat Activity power, so he knew this blindfold expertise was coming.)
The FPA Retreat
The FPA held the four-day occasion earlier this month.
The convention supplied three keynote shows and 24 break-out classes, and it attracted 238 attendees, in response to Ben Lewis, the FPA chief communications officer.
One session, offered by Mark Paulson of Allianz Funding Administration and Tim Rembowski of DPL Monetary Companions, coated use of annuities to reinforce retirement portfolios.
The audio system talked about how purchasers can use annuities to extend returns whereas sustaining the identical stage of danger in retirement. They famous that they’re seeing a development in the direction of purchasers’ retirement age dropping to age 62.
Julie Fortin of NorthStar Monetary Companies and Marlis Jansen of Graddha gave a presentation on the teachings neuroscience has for monetary advisors. Certainly one of their options for advisors, primarily based on neuroscience analysis: Spend about 75% of the time listening and 25% of the time speaking.
Annalee Kruger, president of Care Proper, ran a workshop on serving to a consumer develop an ageing plan. Her presentation included tips on identifying signs that point out that your consumer might need dementia or is having hassle getting by at dwelling.
She supplied fascinating statistics referring to caregivers and the way offering care impacts belongings below administration.
- 63% are serving to fund their ageing guardian’s wants.
- 42% cut back their contributions to their very own financial savings/retirement.
In different phrases, caregivers who’re serving to to assist family members, due to issues with the family members’ ageing planning, are in all probability not funding their very own retirement accounts in addition to they might be.
Margie Barrie, an agent with ACSIA Companions, has been writing the LTCI Insider column since 2000. She is the creator of two books and a frequent convention speaker.
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FPA Retreat attendees watch a presentation about advertising to the infant boomers. (Photograph: Margie Barrie)
