Lengthening life spans, low interest rates, unpredictable financial markets and the rising costs of health care and assisted living are among the many factors that advisors must consider in devising a workable retirement plan for clients. In this free webinar, Fred Vettese, chief actuary at human resources consulting firm Morneau Shepell, will challenge conventional savings and spending assumptions and offer expert advice on how much clients really need to save for retirement and how to make the most of various sources of retirement income.
Fred Vettese has been Morneau Shepell’s chief actuary since 1991, and has spent his entire career providing retirement consulting and actuarial services to workplace pension plans. He also serves on several external committees, including the C.D. Howe Pension Policy Advisory Group. He is the co-author, along with new federal finance minister and former Morneau Shepell executive chairman Bill Morneau, of The Real Retirement, an in-depth analysis of Canada’s retirement system. Vettese’s next book, The Essential Retirement Guide: A Contrarian’s Perspective will be available in mid-December.
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Editor’s note: Rethinking Retirement, a special feature from the Mid-November 2015 issue of Investment Executive examines such topics as helping single retirees, using insurance-based income products, helping clients manage debt in retirement, planning for longevity and much more.