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How COVID-19 Has Transformed Retirement Planning

Your clients are thinking differently about retirement.

Learn how to build your wealth management business in the post-COVID era.


In this free webinar you'll learn about:

  • Your clients' new post-COVID retirement psyche

  • How clients are now grappling with family financial interdependencies

  • The critical role of health and health care planning for retirement today

  • How COVID-19 has changed your clients' giving and philanthropy

  • How COVID-19 has re-written the rules for retirement preparation

  • Why the role of the financial advisor is more important than ever, and how to position your business for success in the post-COVID era

  • How Life Stage Insights can help you builder better relationships with prospects and clients (5 minute overview)

May 11, 1pm - 1:45pm EDT

Presented by 

David Baxter

CEO Baxter Consulting Group

David Baxter has over twenty years experience leading groundbreaking thought leadership research and consulting initiatives in areas such as retirement planning, life stage attitudes & behaviors, and emerging trends in the financial industries. His insights have been widely featured in top media, including The Wall Street Journal, TIME magazine, Forbes, USA Today, the Washington Post, and CBS MoneyWatch. He has worked with leading companies in the financial services, healthcare, housing, technology, travel, food, and entertainment industries, including Ameriprise, Bank of America, Charles Schwab, Genworth Financial, HSBC, Merrill, United Healthcare, and Viacom. 


Join this webinar for actionable, data-driven insights into your clients' new retirement hopes, worries, and priorities.

May 11, 1pm - 1:45pm EDT

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