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FPA DFW Fort Worth Chapter Meeting - Fort Worth Club
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10/16/2018
When: October 16
11:00 am - 1:30 pm
Where: Fort Worth Club
306 W. Seventh St.
12th Floor
Fort Worth 76102
United States
Contact: Melisa Hall
972-747-0407


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FPA DFW Fort Worth Chapter Meeting


 

This event includes 2 CFP, CPA, CIMA CE credits

 


Wealth + Health: The Ultimate Wellness Prescription

 

Jared Guerin / Transamerica


It’s a fact: the two things people want most in life are wealth and good health. This fast-paced 50 minute presentation explores the inseparable connection between financial and physical wellness. The connection seems intuitive yet there is also corroborative science to back it up. Positive habits and healthy lifestyle decisions adopted today will contribute to a more secure retirement in the future. This concept is important because America is undergoing seismic demographic shifts as US adult longevity continues to increase. Many Americans can expect to live 25 years or longer in retirement. Will they have the necessary financial assets and sound health to experience a rewarding retirement? Most adults are unprepared for this next chapter in their lives. This situation creates a new holistic role for Financial Professionals that involves enhanced communications, client education, and fostering a connection of trust. Transamerica’s Wealth+Health thought leadership program is introduced, outlining its philosophy, available tools, expert content, and interactive online educational products. Founded on collaborative partnerships with MIT AgeLab and Stanford Center for Longevity, Wealth+Health supports Financial Professionals and their clients in creating the best future possible for themselves and their families. Embracing the Wealth+Health philosophy generates powerful opportunities for Financial Professionals to advise their clients on such vital topics as Social Security and Medicare, the need for retirement income planning, increased savings for health care, and clarity regarding intentions and legacy. The value of preparation and diligent planning is emphasized throughout this presentation.

 

 

 

Retire on Purpose

 

Traci Anderson / Jackson National


Now more than ever, is the time to foster increased trust, build richer relationships and show clients that you can help bring their passions and purpose together with a sound financial plan.  Scientific studies from medical doctors, neuroscientists, psychologists and medical research show that living purposefully has a measurable impact on health outcomes.  This presentation gives you the tools to have meaningful conversations with clients about bringing wealth planning and life planning together.

 

 

 

 



AGENDA

10:30 AM Check In/Registration/Networking
11:00 AM Chapter Meeting and Luncheon
1:30 PM Meeting Adjourned

 


Self parking will be validated.  Valet parking is at guest expense.


MEETING FEES

$40 FPA Members 
$55 Guests/Non-Members
$0 Corporate Partners

 

 




 

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