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The Future of Advice: Education and Longevity Are Raising the Expectations for Advice

Session Speakers
Session Description

Why Attend
Better understand how changing demographics are affecting the types of financial advice sought by clients and how you can take advantage of these opportunities.

Session Details
Education and longevity are changing the way advisors counsel clients. Baby boomers, Generation X, and Millennials are better educated, more tech savvy, and more demanding than previous generations—and they’re living longer. As clients continue working later in life, they need help navigating what they may confront as they age. In this session based on insights gathered by the MIT AgeLab, find out how you can take advantage of these changes to provide services clients will value, including:

  • Trends in aging and how they’re altering expectations and needs
  • Challenges and opportunities related to “jobs of longevity”
  • The three types of advisor value propositions and how to position your practice

Additional Information
CPE-1.5 hrs
Education Session
1h 15m
Sponsored By


Booth: 410
Session Schedule