Last updated: September 17 2013
10,000 boomers are turning age 65 every day in America, but are they ready to retire financially? In this session, you will be challenged to consider how to best change behaviors to create “super savers”.
Professional advisors have a large role to play in influencing client behaviors, but are we influencing the right people? To change societal behavior for retirement planning requires a new lens in wealth practice: work with business owners, rather than individuals, in retirement planning.
The secret is in advocating with business owner clients for mandatory workplace savings plans — how to put the plan in place, manage it, and execute its implementation with individuals. You’ll learn that managing corporate retirement plans, as opposed to individual retirement plans, is a big win for you and society.
Stig O. Nybo is President of Pension Sales and Distribution at Transamerica Retirement Solutions, a top U.S. retirement plan provider. He has been named by 401(k)Wire.com as one of the twenty most influential individuals in the retirement industry. He has authored numerous articles including the Wall Street Journal, and has offered commentary at major financial services conferences.
Join Knowledge Bureau, Stig O. Nybo, and other Distinguished Speakers at our Distinguished Advisor Conference, November 10-13, 2013 in Ojai, California. Register by September 30.