Cost: Complimentary

Date: Thursday, August 24, 2023

Time: 1 pm ET | 10 am PT

Editorial Webcast Sponsored by:

Individuals and families with more wealth today are increasingly turning to financial professionals for critical advice. Retirement savings and wealth accumulation represent an exciting and rapidly changing field as new, complex issues and financial strategies are emerging. However, clients across the wealth spectrum face a growing number of challenges in balancing different savings vehicles with legacy planning goals, longer lifespans and other concerns. Advisors with the right retirement planning skill sets can deliver tremendous value to their clients, boosting both loyalty to their firm and revenue.

Join this complimentary webcast to learn cutting-edge approaches and strategies in retirement savings, and how advisors can best help clients address their top wealth objectives. You’ll discover:

  • The latest challenges and opportunities in retirement savings for clients at different wealth levels

  • How savings options are likely to change in the future, and how the advisor may evolve alongside the needs and expectations of tomorrow’s retirees

  • How best practices can be integrated into wealth management services to complement clients’ tax planning, legacy goals and decisions about claiming Social Security

  • Longevity and other retirement risks that can negatively affect even the most diligent savers

  • And more!

Speakers:

John Manganaro | Senior Reporter | ThinkAdvisor

John Manganaro focuses his coverage on all things retirement, with a special emphasis on the perspective of financial planning professionals and wealth managers. John’s work helps to illuminate the important role of financial advisor professionals and to demonstrate the critical importance of the U.S. retirement savings system. His coverage of the retirement industry has earned multiple Jesse H. Neal Awards finalist designations.
Lara Castleton, CFA | U.S. Head of Portfolio Construction and Strategy | Janus Henderson Investors

Lara Castleton is the U.S. head of portfolio construction and strategy at Janus Henderson Investors, a position she has held since early 2023. In this role, she works to extend institutional and intermediary client engagement models to clients across the U.S. She joined the portfolio construction and strategy team in 2019 as a portfolio strategist and was promoted to senior portfolio strategist in 2021. She joined the firm as a senior internal sales consultant for all Janus Henderson-related products and the Knowledge Labs curriculum in 2016.

Earlier in her career, Lara was an investment banking associate at Wells Fargo Securities and Piper Jaffray in Denver.
Candice Tse | Global Head of Strategic Advisory Solutions | Goldman Sachs Asset Management

Candice Tse is a managing director with more than 20 years of experience at Goldman Sachs. Candice leads the strategic advisory solutions team within Goldman Sachs Asset Management. The team delivers the asset management division’s latest perspectives and analysis on global markets, strategic asset allocation, and innovative business strategies to institutional and intermediary clients around the world.

With a global reach, Candice and the strategic advisory solutions team deliver in-depth expertise to help clients understand dynamic markets, improve their portfolio construction and take action to achieve financial goals.
Ayako Yoshioka, CFA | Senior Portfolio Manager | Wealth Enhancement Group

Over the course of her career in the wealth management industry, Ayako Yoshioka has held many roles. She began her career in institutional client relations and marketing before moving on to roles in portfolio and research analysis, eventually becoming a research director.

Today, as a senior portfolio manager at Wealth Enhancement Group, Ayako lends her expertise to the research and analysis of individual stocks within managed equity strategies and portfolios.

Can’t attend? Register for the live and receive a link to the on-demand recording after the webcast.

Learn more about the RMA® program.