Welcome to the Academy of Financial Service’s 2019 Annual Meeting being held in Minneapolis, Minnesota in conjunction with FPA’s Annual Conference 2019. This is the full agenda for AFS. For details on FPA items, visit their Full Schedule. Please report any errors to support@academyfinancial.org.
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Wednesday, October 16 • 10:45am - 11:45am
FPA® Educational Breakout Sessions | Block 1: The New Era Of Wellth Management [CFP CE]

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For more details, visit the FPA® Full Schedule.

It's not a typo! The New Era Of Wellth Management an empowering way to integrate the more personal and emotional side of retirement planning with the traditional dollars and cents. In its current form, retirement planning is fatally flawed and can serve as the primary reasons why people fail in making the transition from work-life to home life. However, armed with the latest social science, research, and real-life applications, financial professionals can use the concept of Wellth Management as a meaningful way to deeper client relationships while improving retirement satisfaction and outcomes.

Learning Objectives:
  • Discuss the non-financial aspects of retirement that include mental, social, and physical factors of life in retirement in a way that allows clients to be better prepared for both the financial and personal aspects by using the latest social science and empirical evidence
  • Identify non-financial issues and challenges that clients face in their retirement decision making while providing fresh ideas and opportunities to address them
  • Use non-financial topics and conversations to deepen their existing client relationships, become more referable, and grow their business



Founder and President, Wealth & Wellness Group

Wednesday October 16, 2019 10:45am - 11:45am CDT