Symposium Series Week 3: 8,000 Days ─ An Entire Phase of Your Life Waiting To Be Invented
Each Thursday morning during the month of October FPA NEO will be hosting a webinar as part of the Symposium Series 2020! We hope you will join us for all or some of the sessions!
Speaker: John Diehl, CFP®, CLU®, ChFC®, Senior Vice President, Applied Insights (brought to you by Hartford)
About the session: For decades, retirement had a clear definition: It was life after work. Today, however, retirement takes a more ambiguous form. Now, it may mean employment remaining constant, dropping to part-time, or even leading to a career change. The future holds an array of options in what to do, where to live, and with whom we should spend our time. Unlike past generations, that period is no longer a relatively brief one at the end of our lives. Clients are excited about what lies ahead, imagining endless days devoted to golf, grandchildren, and travel. But chances are retirement will be a bit different than that. The idea of this time as a brief period of relaxation and reward is a misconception. But for some people, that story is a difficult one to craft alone. Getting a better sense of what lies ahead and how to map it all out can be a remarkably helpful means of putting a framework together for clients to tell their own tale.
About the speaker: John Diehl is senior vice president of applied insights for Hartford Funds. He and his team are responsible for engaging and educating financial advisors and their clients about current and emerging opportunities in the financial-services marketplace. These opportunities range from tactical strategies in areas such as retirement-income planning, investment planning, and charitable planning, to anticipating and preparing for long-term demographic and lifestyle changes. John also oversees Hartford Funds’ relationship with the Massachusetts Institute of Technology AgeLab. John joined the company in 1988 and was promoted to assistant vice president in 1991 and vice president in 1997. He was named senior vice president in 2007, while he led the Retirement and Wealth Consulting Group, which was responsible for building awareness and knowledge of retirement challenges and the latest planning strategies to address them. In 2012, John was named Senior Vice President, Strategic Markets; in this role, he devotes his efforts to serving the needs of financial advisors and their clients. John has been widely quoted in consumer and trade publications such as The Wall Street Journal, Financial Planning, and On Wall Street. He has also appeared as a featured guest on CNBC and Bloomberg Television to discuss his views on retirement-related topics. John attended Moravian College in Bethlehem, Pennsylvania, where he earned a bachelor’s degree in economics. He has been a CERTIFIED FINANCIAL PLANNER™ (CFP®) since 1991. In addition, he holds the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations. He is also FINRA Series 6, 7, 63, and 26 registered and holds a life and variable insurance license.
Continuing Education – FPA NEO will request credit for this program from the CFP® Board of Standards for CFP® designation holders and from the Ohio Department of Insurance. A general certificate of completion and one for CPA designees who feel the program satisfies their continuing education requirements will also be available. You must be attentive on the webinar for at least 50 minutes of programming to receive credit. There will be periodic questions throughout to confirm attentiveness.
Reservation Policy – All attendees must register in advance to ensure there is time to receive appropriate webinar login credentials.
Pricing:
| Member | Non-member | |
| Ethics only (October 22) | $65 | $105 |
| Individual course (not ethics) | $25 | $35 |
Prior to each event you will receive Zoom webinar login credentials from admin@fpa-neo.org.
About the speaker: Jeffery Markarian is a managing director at Harbor Capital Advisors, Inc. He is a member of the Investment & Portfolio Management team, which is responsible for the identification, evaluation, and selection of investment managers for the Harbor Funds and the Harbor Capital Group Trust. Prior to joining Harbor Capital Advisors, Jeff was a senior research consultant at NEPC, LLC. His responsibilities included serving as the lead research representative in Global, International, and Emerging Market equities. He earned a B.S. in Business Administration with a concentration in Finance from Boston University.
About the speaker: Shawn Britt, CLU®, CLTC®, has been engaged in the life insurance and long-term care industry since 1995. She joined Nationwide in 2000 and has been a member of Nationwide’s advanced sales team since 2005. Shawn has been a major influence in the development and promotion of Nationwide’s suite of long-term care product solutions. Shawn is a frequently published author of white papers and articles on long-term care for Nationwide as well as the insurance industry. She has been widely published and interviewed regarding long-term care for numerous trade publications and nationwide media that include the CLTC Quarterly Digest, The National Underwriter, Financial Advisor, Center for Long-Term Care Reform, The Wall Street Journal, CBS New Money Watch, Market Watch Radio and LifeHealthPro. Shawn is a frequent presenter and key note speaker at numerous industry events and conferences including AALU and ILTCI. She has served on the Board of Advisors for CLTC and currently serves as a CLTC contributor. Shawn also served for several years as an adjunct professor at The Ohio State University and has been recognized as an alumnus of the month by the American College.
About the Speaker: Chris Cavanagh is a sales executive with The Vanguard Group managing their Registered Investment Advisor relationships throughout the Midwest. Prior to joining Vanguard in 2011, Chris was a vice president with Goldman Sachs and also spent time working with Alliance Bernstein and Merrill Lynch. He has over 25 years of industry experience and holds the Series 7 and 63 licenses, and attained the CIMA designation in 2007. Chris grew up near Vanguard’s headquarters in PA and earned a bachelor’s degree in Business from Franklin & Marshall College. He now resides in Westerville, Ohio.
About the Speaker: Mike Del Prince is a Territory Manager at Nationwide Advisory Solutions. He holds his CFP® Certification, CLU® Designation, FINRA Series 6 and 63 Licenses, as well as his Kentucky Life Insurance License. Mike graduated from Centre College in Danville, KY where he earned his B.A. in Economics with a minor in Studio Art and was a member of the Centre College football team. Mike is married to his wife Brittney and they have two young children; Francesca and Vincent. They enjoy cooking and spending time outdoors.