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Event Date | Wed May 2 EDT (over 6 years ago) |
Location |
Harraseeket Inn
162 Main St, Freeport, ME 04032, USA |
Region | Americas |
The Maine Bankers Association is pleased to invite you to join us once again for our annual Trust & Wealth Management Conference. This year’s agenda features presentations by experts in the areas of socially responsible investing, updates to probate code, and fixed income clients, as well as:
Hartford Funds, “8,000 Days” – With today’s rising lifespans, we could be facing roughly 20 or more years in retirement, which is approximately 8,000 days. Once thought of this way, it becomes clearer that retirement is not an end, but rather a new, complex, and unknown phase of life, during which so much could happen.
Fidelity Investments, “Financial Wellness” – “Financial Wellness” focuses on four main building blocks (budget, savings, protection, and debt) that assist in maintaining financial wellness. It also touches base on impediments to achieving this goal. This presentation will provide a blueprint for achieving financial wellness.