“We have to recognize the importance of the human side of financial planning and how that connects with the financial or technical side,” Ross Marino said when asked about the reason he’s hosting the Retirement & Longevity Summit. “That’s the primary driver.”
The unique and engaging conference is set for March 13 – 14, 2022, at the legendary Hotel Del Coronado in San Diego, California.
Geared to wealth advisors and financial planners who help pre-retirees, retirees, individuals, and families, the event is focused on not only helping retirees “to” and “through” retirement but to retire “well.”
“You can ask, ‘What has more influence on somebody’s financial decisions, their experiences or information?’” Marino, CEO of Advisor2x added. “If information is the answer, you can tell everybody in a fixed account making 1% how the markets work. They’d all get out, but they don’t because the answer is not information.”
The human side of financial planning and decision-making is the interplay of experience and information, he explained, and we need to understand the two. That’s the objective of the conference.
REGISTER FOR THE RETIREMENT AND LONGEVITY SUMMIT HERE
Most of the sessions center around clients or participants that are within five years of retirement, “how they are engaged, how the advisor helps them through the retirement process, and how they’re helped with longevity and the rest of their lives.”
One conference differentiator is the way attendees apply what they learned when returning to their office. Far from “selling from the stage,” he wants each speaker to inform attendees about what they do and how they can help.
“I’ve asked every speaker to make sure that they finish their session for two or three minutes and say, ‘Here’s how you can connect with me, and this is the service I provide,’” Marino said. “Some conferences don’t want to do that, but this isn’t a 30-minute commercial. It’s at the end and connects speaker and advisor in a way that everyone appreciates.”
Calling the presenter lineup awesome and a “who’s who of the human side of financial planning,” Marino hesitated when asked for those that stand out, only because “the best” was so hard to choose.
“Oh, that’s a terrible question,” he laughed. “I’d say Onramp Invest CEO, Tyrone Ross. I believe the two most important trends in financial planning are No.1, integrating the human side, and No.2 is digital assets. If anybody is a disbeliever, that’s their opinion, but check back in five years.”
He mentioned Joy Lere next, a clinical psychologist and co-founder of Shaping Wealth with Brian Portnoy.
“I can’t finish reading one of her Tweets because she just dropped a bomb on me, and I have to process it now.”
He also mentioned Courtney Pullen, President of Colorado-based Pullen Consulting Group.
“I told Courtney I read his book and that it was one of the most impactful things I’ve ever read, and P.S., I only finished the introduction.”
SEE THE FULL RETIREMENT AND LONGEVITY SUMMIT AGENDA HERE
Other sessions include:
- “The Future of Retirement Planning is Agile” presented by Roger Whitney (ranked by Investopedia as one of the Top 100 Most Influential Advisors 2017, 2018, 2019, 2020, and 2021).
- “Funded Contentment—The Ultimate Retirement Goal” from Shaping Wealth with Brian Portnoy
- “The Final Interval,” presented by Cathy Seeber (discover empathetic ways to guide clients through the most challenging transition in their lives as they enter the final interval).
- “Understanding The Impact of Retirement on the Family System” by previously-mentioned Courtney Pullen.
The event also offers traditional marketing/planning/practice management/investment breakouts. And after two days of engaging sessions, how will attendees unwind?
Evening parties on the beach (bonfires and smores included), as well as a garden party networking mixer.
“As you know, we love our parties, which people find funny because I’m not a party guy,” Marino concluded. “But, I mean, C’mon, it’s the Hotel Del, and it’s on the beach in San Diego.”
For sponsorship inquiries email Bryant Lester at bryant@advisor2x.com. For general inquiries email events@advisor2x.com.