Financial Engines' Live Events Help Retires Save Smarter
Jana Pijak — April 24, 2018 — Life-Stages
References: youtube & financialengines
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.
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.
Trend Themes
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Personalized Retirement Planning — Financial institutions can innovate by offering personalized retirement planning services for retirees and seniors.
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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.
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Live Seminar Series — Firms can establish live seminar series to mentor and guide individuals with retirement and other long term financial planning needs.
Industry Implications
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Financial Planning Service Providers — Financial planning service providers can use this opportunity to offer live seminars and personalized financial planning options for retirees.
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Education Industry — The education industry can develop programs focusing on financial literacy and retirement planning for seniors.
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Technology Industry — The technology industry can also enter the market by offering innovative technological solutions for retirement and long term financial planning.
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