Inflation has soared in the past year. While this has affected all clients, retirees and pre-retirees are particularly challenged. What investment strategies can financial advisors employ for this group in this market environment? How can these clients take advantage of rising interest rates? What tax-planning strategies can clients employ to make the most of their investments? What role can government benefits play?
In this virtual roundtable that aired live on Wednesday, November 16, 2022 at 1:00 pm ET, hosted by Advisor’s Edge and Investment Executive, experts tackle these questions and more.
Katie Keir, Research and Special Projects Editor, Advisor’s Edge and Investment Executive
Anna Castro, Managing Director, TD Asset Management
Lori Clements, Director, Tax & Estate Planning, Sun Life Global Investments
John Natale, Head of Tax, Retirement & Estate Planning Services, Manulife Investment Management
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