2021 Essentials of Wealth Planning: Lessons Learned from Pandemics, Elections and Murder Hornets
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This comprehensive update covers the latest events and emerging trends in the retirement planning and wealth management space, including a debrief of the 2020 election, a regulatory and legislative update, and an in-depth discussion of goals-based investing in an unsettled world.
- Understand the current capital market environment and how to apply recent developments to clients' asset allocation policy
- Recognize common mental mistakes clients make and use learnings to mitigate emotional biases and cognitive errors
- Explain to clients recent developments in Washington DC, both from a legislative and regulatory perspective
Matt Sommer, PhD, CFA, CFP®
Head of Defined Contribution and Wealth Advisor Services
Janus Henderson Investors
Matt Sommer is Head of Janus Henderson Investors’ Defined Contribution and Wealth Advisor Services. Prior to Janus, Dr. Sommer spent 17 years at Morgan Stanley Wealth Management and its predecessors, Citi Global Wealth Management and Smith Barney.
Dr. Sommer received his bachelor’s degree (finance) from the University of Rhode Island, an MBA (finance concentration) from Pace University, Lubin School of Business, and a doctorate degree (dissertation: Three Essays Investigating the Bequest Intentions and Expectations of Older Adults) from Kansas State University. His doctoral candidacy research was selected for publication in the Journal of Financial Planning and Journal of Personal Finance.
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