“What Can a Financial Advisor Do for Me?” (Videos)

In case you missed Karl’s recap of his experience at NFAW, please click here.

An aging population and an uncertain investment environment mean that investors, more than ever, need professional, objective financial advice. According to a 2013 Society of Actuaries Survey, almost half of pre-retirees and more than half of retirees fail to consult a financial advisor.1

To help recognize the work that financial advisors do and provide valuable resources to investors of every experience level, our firm participated in the inaugural National Financial Advisor Week (NFAW) in Times Square, New York City. Our Consultant Karl Schwartz served as a speaker for the “What Can a Financial Advisor Do for Me?” panel, which took place on Wednesday, September 17.

Hewins Financial at NFAW14

Watch exclusive footage from Karl’s interview and panel discussion:

Social Security Planning and Digital Planning Software

The Importance of Planning for Healthcare Costs in Retirement

Withdrawal Strategies in Retirement

The Potential Benefits of Working with a Financial Advisor

To discuss your financial plan with Karl or any of our other financial advisors, please call 888-520-3040 or search for an advisor at an office near you, using our interactive map
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“What Can a Financial Advisor Do for Me?” (Videos)

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