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.
|Ethics only (October 22)||$65||$105|
|Individual course (not ethics)||$25||$35|
Prior to each event you will receive Zoom webinar login credentials from email@example.com.
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