Financial Engines prides itself on helping its customers save smarter and its recent series of money management seminars took these values a step further by teaching retirees and soon-to-retire clients make the most of future investments.
Financial Engines' Live Events 2017 series paired retirees or those looking to save for retirement with a financial advisor that was able to walk them through a personalized plan for their future. In a promotional video featured on the company's YouTube channel, these live events are described as seminars that aim to "present content in a way that makes sense for everyone."
Embracing an inclusive approach to financial education, Financial Engines ensured that all clients were welcome -- despite their income or personal savings -- creating a truly custom approach to retirement planning, estate planning, medicare and more.
Why This Trend Is Growing
- Personalized Retirement Planning
- Financial institutions can innovate by offering personalized retirement planning services for retirees and seniors.
- Inclusive Financial Education
- New and existing financial institutions have the opportunity to prioritize inclusive financial education to assist clients at all income levels to manage their money better.
- Live Seminar Series
- Firms can establish live seminar series to mentor and guide individuals with retirement and other long term financial planning needs.
Industries Being Reshaped
- Financial Planning Service Providers
- Financial planning service providers can use this opportunity to offer live seminars and personalized financial planning options for retirees.
- Education Industry
- The education industry can develop programs focusing on financial literacy and retirement planning for seniors.
- Technology Industry
- The technology industry can also enter the market by offering innovative technological solutions for retirement and long term financial planning.
