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Joseph Jordan

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Retirement Risks in a Post-COVID World

Joseph Jordan

Friday, July 8th

11 am eastern

Joe Jordan’s new presentation, Retirement Risks in a Post-COVID World, will present an informative outlook for our business, discussing why advisors must adapt to the new Post-COVID economic environment to be successful. Joe will explain the defining issue of the 21st century and the 6 retirement risks clients should address in pursuing their retirement goals:

  • Longevity – Risk of Outliving Assets
  • Market and Interest Rate Risk
  • Withdrawal Rate Risk
  • Sequence of Return Risk
  • Purchasing Power/Inflation Risk
  • Health Risks

Clients need a partner and a plan to successfully navigate these challenges, and that partner is their financial advisor!

Joe Jordan, inspirational speaker and behavioral finance expert, is the author of the award-winning book Living a Life of Significance. Formerly, Joe ran insurance sales at Paine Webber and more recently was a senior vice president at MetLife. Joe is also a founder of the Insured Retirement Institute, a NAIFA partner.