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  • CPD Webinar: Retirement planning, readiness and income preferences
Netwealth IQ Webinar

Retirement planning, readiness and income preferences

Presented by Pat Spenner, Head of Marketing and Strategy at Capital Preferences

 

Overview

The best steps advisers can take to boost retirement confidence

Hear Pat Spenner in this insightful webinar where he delves into the fascinating findings from Capital Preferences’ latest study on retirement income preferences among Australians. This study, which surveyed 4,000 superannuation members, reveals the critical gaps in understanding members’ retirement income certainty preferences and offers a scientific approach to personalising retirement strategies.

Watch: Understanding income preferences for retirement planning

 

 

 

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Watch: Key factors you should know to unlock retirement preparedness

 

 

 

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Watch: Why it matters to you and your clients to have a retirement plan

 

 

 

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Full presentation: Retirement planning, readiness and income preferences

In this presentation you can:

  • Learn about the significant contributors to feeling prepared for retirement and how financial advice and guaranteed lifetime income (GLI) solutions can enhance preparedness.
  • Understand the rigorous, decision science-based method used to measure clients’ income certainty preferences and how it can transform retirement planning.
  • Acquire practical knowledge on how to incorporate individual income certainty preferences into retirement planning to better serve clients.

 

Speaker

Pat Spenner, Head of Marketing and Strategy at Capital Preferences

Pat Spenner heads marketing and strategy at Capital Preferences, driving go-to-market strategy, messaging and thought leadership. Pat is a co-author of The Challenger Customer, a Wall Street Journal best-selling book on B2B marketing and sales, and has contributed to Harvard Business Review and blogged for Forbes.