Actionable Outcomes for Advisors and Clients

Dr. Kaylee Ranck, PhD, Director of College Research, at The American College of Financial Services, Dr. Eric Ludwig, CFP® PhD, Director of the Center for Retirement Income at The American College of Financial Services, Jennifer McCauley-Weiss, MBA, RICP, CLU, Vice President and Head of Annuity Services and Marketing at New York Life Insurance Company, Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Chief Executive Officer of Bryn Mawr Capital, join Jill Malandrino on Nasdaq TradeTalks to discuss the knowledge gaps and behaviors around areas such as social security, long term care, life expectancy and actionable outcomes for advisors and clients.