Products February 15, 2013

Webcast Dispels Retirement Planning Myths

Northwestern Mutual is hosting a webcast designed to shatter the top five retirement planning myths.
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“Make Your Money Last: Shattering the Top 5 Retirement Planning Myths,” is designed to educate participants about the realities of today’s retirement landscape. The webcast is the second in the “Planning for Success” series.

As part of the webcast, Rebekah Barsch, vice president of market strategy at Northwestern Mutual, will discuss crucial retirement-related issues including longevity, income planning and health care costs. The goal of the webcast is to provide participants with a better understanding of why many of the traditional approaches to retirement planning no longer apply and how they can avoid the risk of outliving money saved for retirement.

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The webcast is March 5 at 12 p.m. CST and is open to the public free of charge. Individuals can register here.

In an effort to encourage participant discussion, a live Q&A session will occur at the end of the webcast in which participants will be able to ask Barsch questions directly. Further, Northwestern Mutual will be live-Tweeting during the webcast using the hashtag #PlanningForSuccess.

Post-webcast, a recording will be available on www.northwesternmutual.com/webcasts. 

Products February 15, 2013

Genworth Releases Practice Management Book

Genworth Financial Wealth Management Inc. published a book for financial advisers.
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The book, “The Power of Practice Management,” provides independent financial advisers with how-to tips for improving their businesses. The book demonstrates to advisers that building a successful practice is about more than just generating revenue and also introduces best practices that have evolved from changes in the financial services industry.

Author Matt Matrisian, Genworth Wealth Management’s director of practice management, draws on his experience with financial advisers, and the expertise of predecessor firms AssetMark Investment Services Inc. and Quantuvis Consulting, to create a roadmap for turning good businesses into better ones.

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“I’m excited to share with advisers the practice management knowledge our team has garnered from years of experience,” Matrisian said. “The financial services industry has undergone many changes in the last few years, evolving and adjusting to meet clients’ demands.  Advisers need to understand best practices and key issues for addressing those demands. The insights in this book help them develop efficient, client-focused wealth management firms.”

“The Power of Practice Management” is available for purchase through Amazon.com and at national booksellers.

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