Experience an exclusive fireside chat with Robert Powell at the esteemed Investments & Wealth Forum in Scottsdale. Delve into captivating conversations centered around the dynamic realms of retirement, investments, and behavioral finance, accompanied by renowned experts Jim Sandidge, Principal of The Sandidge Group, and Jorge Padilla, CFP®, Principal and Senior Client Advisor. Prepare to be enlightened by their profound insights and engaging dialogue.

Tom Rieman, head of wealth solutions at J.D. Power, discusses the key findings from the J.D. Power 2023 U.S. Full-Service Investor Satisfaction Study. Two spoilers:  Just a small fraction of advisors are currently offering comprehensive advice and just more than half of full-service wealth clients have financial plans.

Clare Flynn Levy, the founder and CEO of Essentia Analytics.com, discusses how advisers can mitigate their own behavioral biases, and help their clients mitigate their behavioral biases as well. 

Jean Heath, CIMA®, Managing Director, Head of Asset Manager Network at Envestnet, Inc., and Kellan Brown, Vice President Strategic Partnerships, at Finance of America Reverse discuss the benefits of a mentorship program for employers, employees, and college students; the steps involved in implementing a mentorship program; and the role technology is playing in creating data-driven mentorship programs. 

Join Robert Powell as he welcomes Schyler Adams, the representative from Allianz Life Insurance, for a thought-provoking conversation exploring the interplay between fintech and annuities in the realm of financial planning.

In this episode, Robert Powell sits down with Professor Valerie Tiberius, the author of What Do You Want Out of Life? Professor Tiberius guides listeners in reflecting on their goals through a philosophical lens, providing a roadmap for a lifetime of purposeful self-discovery.

In this podcast, Dr. Steven Rogelberg, Chancellor’s Professor at UNC Charlotte and the author of The Surprising Science of Meetings, offers proven practices and techniques that help managers and employees enhance the quality of their meetings. To learn more about Dr. Rogelberg, visit https://www.stevenrogelberg.com/.

In this podcast, Robert Sofia, CEO of Snappy Kraken and author of Blend Out: From Ordinary to Irresistible: How Advisors Can Market Like the Greatest Brands in the World describes how advisers can make themselves impossible to ignore with bold, unique and memorable marketing. What's more, Sofia discusses how clients are buying transformation rather than products and services; how to audit the client experience; and how to create trust signals. And, finally, Sofia demystifies digital marketing.

New York Life Retail Annuities Regional VP Bill Feakes discusses market volatility, helping investors keep things in perspective, and building retirement strategies to manage through economic uncertainty. DISCLOSURES: The S&P 500 index tracks the stock performance of 500 large companies listed on stock exchanges.  Individuals cannot invest directly in an index.  There is no assurance that historical performance will continue in the future.  The New York Life Premier Variable Annuity II(ICC15-P301, or it may be 215-P301).  The “accumulation benefit” is the Investment Preservation Rider 4.0(IPR)(ICC19V-R01 or it may be NC19V-R01), an optional rider made available for an additional fee.  With each reset of the IPR, the previous guarantee ends, the holding period starts over, and the rider fees may increase to a higher charge. The New York Life IndexFlex Variable Annuity-FP Series(IndexFlex) (ICC20V-P01 or it may be NC20V-P01) is a hybrid product combining the predictability of an index‐linked account with the investment flexibility of variable subaccounts.  Investments in the index-linked accounts track a well-known index with the performance being limited by a cap or flat rate with downside principal protection.  The variable investment subaccount available through IndexFlex are subject to market risk and may lose value.  Variable annuities are long-term financial products designed for retirement purposes. There are fees, guidelines, risks, restrictions and limitations to consider.  Withdrawals or surrenders may be subject to ordinary income taxes and, if made prior to age 59½, may be subject to a 10% IRS penalty. Surrender charges may also apply. Any guarantees are based on the claims-paying ability of the issuer. For costs and complete details, investors should contact a financial professional. Please consider the investment objectives, risks, charges, and expenses of the variable annuities and mutual funds carefully. The prospectus contains this and other important information; you can request a prospectus from a financial professional. Read the prospectus carefully before investing. New York Life annuities are issued by New York Life Insurance and Annuity Corporation ("NYLIAC"), a Delaware Corporation. Variable annuities are offered through NYLIFE Securities LLC( Member FINRA/SIPC).  Both NYLIAC and NYLIFE Securities LLC are wholly owned subsidiaries of New York Life Insurance Company, 51 Madison Avenue, New York, NY 10010.  

In the sixth episode of a six-part series with Delaware Life, Jeng Chiu, JD, CFP®, Vice President and Director of National Sales Consulting with Delaware Life Marketing, discusses in this podcast the intricacies of Medicare Planning and the situations surrounding it. Important Disclosures (delawarelife.com)