The investment landscape is continually changing, largely due to changing regulations, technology, innovation, government policies, and evolving business cycles. However, several factors have fundamentally altered the investment landscape. While some stem from underlying market conditions, others are shifts in the marketplace. 

For example, more companies have been turning to private markets for the capital they need to grow and expand their businesses. If you look past today's headlines, there are promising signs on the horizon for investors. Even for those in or nearing retirement, it is still important to future-proof your portfolio to achieve your overall retirement goals. For instance, finding new opportunities can hedge you against longevity and inflation risk. At the same time, though, the strategic importance of risk management increases exponentially as you approach retirement. The potential for financial harm and its consequences mandates that your risk management approach more effectively addresses the continuously growing and emerging risks. 

For those within a few years of retirement, it is not about chasing opportunities but rather finding a strategy where you can feel comfortable about the risks you are taking and facing as you become dependent upon your portfolio to support income needs. Join us to learn how to redesign your retirement.

Learning Objectives:

• Recognize how retirement portfolios benefit from the inclusion of sensible growth opportunities


• Identify surprises that could subject you to more risk than you realize 


• Recommend a prudent approach to risk management over a 20-30 year retirement 


• List trends and opportunities you might want to consider to help with growth and inflation offset 


• Identify the challenges and inhibitors to managing risk effectively in retirement