North Highland convened its latest Retirement Roundtable on October 23rd. We assembled a strong panel of experts who gave their respective viewpoints on Retirement Income.
The Panelist included:
- Jan Gundersen – Head of Advice and Investment Strategy at TIAA-CREF – covered “How Retirement Income Needs Impact Advice and Guidance”
- Aaron Sojourner – Assistant Professor of Economics at University of Minnesota – talked about “How Messaging Influences Participant Behavior”
- Maggie Kulyk – Private Wealth Advisor at Ameriprise Financial – gave her view on “How to Address Retirement Income Needs with Retail Clients”
- Doug Lennick – Co-Founder of Think2Perform – discussed “Behavioral Finance & Retirement Income”
If you were not able to join the event or would like to listen again, click here.
Our next Retirement Roundtable will be held in early 2014. Check back here for updates.