Forging a New Era of Financial Planning: Embracing a Goals-Based Approach
Includes a Live Web Event on 01/24/2024 at 12:00 PM (MST)
In today's ever-evolving financial landscape, traditional retirement planning strategies often fall short of addressing the unique needs and aspirations of clients as they prepare for their futures. Our webinar, "Forging a New Era of Retirement Planning: Embracing a Goals-Based Approach," explores the shift to a goals-based planning framework and its transformational impact on the financial advisory industry. Our presenters will delve into the current financial planning landscape, highlight the growing emphasis on client-centered personalization, and underscore the necessity of aligning advisory services and financial strategies with clients’ personal goals and financial objectives. This shift represents the core of modern financial planning, which places the individual and their goals at the forefront. We will present a compelling case study that illustrates how the goals-based approach can transform retirement planning, enabling clients to turn their retirement dreams into a well-structured and achievable reality. This real-world example will showcase the tangible benefits of a goals-based framework, from helping ensure a secure retirement to optimizing wealth distribution strategies.
Our discussion will cover:
- Shifting to a Goals-Based Framework Within Retirement Planning
- Personalization of Financial Planning for the Client
- Advantages of Goals-Based Retirement Strategies
- Enhancing Advisory Services with a Goals-Based Approach
- attendees will learn how clients increasingly look to their advisors for one-to-one service tied to individual goals and life events.
- attendees will learn how personalized, goals-based financial planning better enables clients to reach their goals.
- attendees will learn how to incorporate a more client-centric approach into your firm’s service mode.
AJ Boury is the Chief Operating Officer at TIFIN Wealth, where he oversees the marketing, client experience, client success, and operations functions. He previously served across TIFIN’s portfolio, leading its corporate communications & marketing functions. Prior to TIFIN, AJ served as Vice President, Segment Marketing at Prudential Financial. He led a team responsible for the acquisition and retention marketing efforts against key customer segments. AJ previously held advertising, marketing, and business development roles at Citi, and led multiple accounts at leading integrated marketing agencies in New York. He graduated from the College of New Jersey.
Adam Bilmes, CIMA®, CFP®, CRPC®
Vice President of Digital Strategy and Wealth Management
AdamBilmes, CIMA®, CFP®, CRPC® is the Vice President of Digital Strategy and WealthManagement at Franklin Templeton. Prior to joining Franklin Templeton, Adam ledsales teams as Managing Director, Head of Sales and Partnerships North Americaat ABAKA. As Vice President, Senior Strategic Account Manager atOppenheimerFunds, Adam led a cross-functional team including investments,marketing, client service, operations and business intelligence to drive salesgrowth at key accounts. Previously, Adam was a financial advisor at firmsincluding Ameriprise and JP Morgan. He graduated from NYU Stern School ofBusiness with his MBA and from Rutgers University with his BA.