Acclaimed finance speaker and author, Joe Jordan, has spoken to legions of financial professionals around the world. His latest presentation, Purpose Driven Retirement Planning, has thrilled audiences with an informative and inspirational outlook for their business, outlining how clients need help both planning for their financial future and preparing to have meaning and purpose in retirement.

Advisors will learn why financial planning is becoming more like life coaching, something that AI alone can’t do. He’ll explain the defining issue of the 21st century (the aging population) and the six retirement risks clients need help to address. The risks include: longevity/depleting assets, market volatility, safe withdrawal rate, sequence of returns, inflation, and health. These positive trends and Joe’s powerful presentation will equip advisors with the tools they need to prosper in today's golden age of advice!