November 18, 2015 Education/Networking Event

featuring

John Diehl, CFP®, CLU®, ChFC®

Join us for a morning of education and networking.  We're coming to Conshohocken and we hope that if you live and/or work in this area you will be able to join us.

Agenda:

8:00-9:00 a.m. - Registration, Breakfast and Networking

    Gold Sponsor

9:00-10:00 a.m. - "Credit Investing & The Hidden Cost of Liquidity" 
   - presented by David Hilton, Internal Advisory Consultant, Franklin Square Capital Partners

The financial crisis and persistent market volatility have intensified investor bias toward liquid securities. Unfortunately for investors, this increased demand has coincided with deteriorating yields for highly liquid assets in the public markets. Yields in more liquid assets have been decreasing due to a shortage of supply, while yields in less liquid parts of the market have been increasing due to a lack of demand. The result has been an increase in the illiquidity premium – that is, the difference in yield between liquid and less liquid securities. As investors’ demand for liquidity has increased, so too has the relative cost of owning a fully liquid portfolio. This presentation will discuss the mismatch between the demand for and supply of liquid securities and offer alternatives for those willing to employ a long-term alternative investment strategy.

Approved  for 1 hour of CFP® CE

10:10-11:10 a.m. - "The Future of Advice...It Starts With Three Simple Questions"
   - presented by John Diehl, CFP®, CLE®, ChFC®, Senior Vice President Strategic Markets, Hartford Funds

MIT AgeLab has identified three simple questions advisors should be asking clients to assess how prepared they are to live well in retirement. What do these questions have to do with retirement planning? A lot more than you may think. They actually uncover important factors that will determine your future quality of life and serve as a starting point for planning a satisfying retirement.  When it comes to retirement planning, we’re inclined to focus on accumulating assets and making sure we spend our money wisely. But while our biggest fear may be outliving our wealth, there’s an even greater risk of:

• Losing our independence due to ailing health;

• Being unable to access the big and small things that make us happy, and

• Facing a decline in the number of friends in our social network.

Planning for these contingencies is an integral part of preparing to live longer, better.  A well prepared financial advisor should be able to integrate these issues into a comprehensive planning discussion to make an ambiguous retirement future—often decades away—more tangible for clients.  This can help clients commit to preparing for retirement.

Approved for 1 hour of CFP® CE

Register Now!