The event, led by the National Retirement Planning Coalition, will include the unveiling of research on Baby Boomers’ retirement readiness on Monday, and a webinar for advisers on Tuesday at 1:30 p.m. Chad Terry, BlackRock’s director of investment and retirement education, will discuss Social Security as part of a successful retirement strategy.
On Wednesday, retirement trends, research and planning tools will be discussed at a meeting hosted by the American Savings Education Council and its partners at 9 a.m. at the Commodity Futures Trading Commission in Washington, D.C. Registration is required. A financial literacy seminar will be hosted by the George Washington University School of Business and the board of governors of the Federal Reserve System at 3:30 p.m. on the George Washington University campus in Washington, D.C.
The Insured Retirement Institute (IRI) and the National Retirement Planning Coalition on Thursday will release a package of client documents for financial advisers reviewed by the Financial Industry Regulatory Authority (FINRA) to help clients formulate a plan for a financially secure retirement.