Start Date and Time
February 26, 2013 2:00 PM
End date and time
February 26, 2013 3:00 PM
(GMT-05:00) Eastern Time (US & Canada)
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Host: Jim Eckenrode, Director - Deloitte Services LP
1 Intermediate CPE Credit: Specialized Knowledge & Applications
With many Americans unprepared when it comes to retirement planning, more can be done by banks, insurers, and mutual funds. How can financial services providers help consumers seize control of their retirement? We'll discuss:
Addressing retirement needs holistically by taking into account other concerns such as health care and long-term care.
Improving target marketing for prime prospects 15 years or more from retirement.
Expanding capabilities to reach consumers who prefer to plan for retirement on a do-it-yourself basis.
Hear results from a Deloitte survey of financial institutions and learn how firms might generate growth while helping bolster the retirement security of their clients.
Please note: CPE Credit is not available for viewing archived programs.
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