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RETIREMENT PLAN INVESTOR

Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:

IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1 OR 2

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

Retirement Planning
Reinvent your retirement playbook

CE credit: 1 hr., CFP and CIMA

60 MIN WEBINAR

 


REPLAY AVAILABLE SOON

Are you ready to help future-proof your practice?


Today’s investors want more from retirement. No longer seen as an event, modern retirement is instead a time for reinvention in a new stage of life. Are you prepared to help your clients navigate this new frontier? Our latest research can help you innovate your retirement playbook and future-proof your practice with clients and prospects. 


What you’ll get: 

  • Insights into new research on how to engage modern retirees 
  • Tips on how to expand your network and create alliances to support your clients in retirement
  • An innovative playbook to help strengthen your retirement relationship alpha 
  • Client guide to help you develop personalized retirement plans

Who can benefit: U.S.-based financial professionals interested in being the advisor of choice for clients in or nearing retirement, and building a practice designed to meet the needs of those clients.



Kate Beattie is a senior retirement income strategist with 14 years of industry experience (as of 12/31/2020). She earned a bachelor’s degree from Colorado State University and holds the Certified Financial Planner™ and Retirement Income Certified Professional® designations.

Chris Gies is senior vice president of advisor Practice Management Director for Capital Group. He has more than three decades of industry experience and specializes in training high-level advisors on various practice development topics.



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Kate Beattie
SVP, Retirement Income Strategy
Chris Gies
SVP, Advisor Practice Management

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Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

This material does not constitute legal or tax advice. Investors should consult with their legal or tax advisors.

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.

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This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.