The new retirement: Will you be ready?

The pandemic has accelerated many trends that could affect the way people plan for and live in retirement. Learn how these trends can impact you and your employees’ plans and what steps to consider taking now.

 

 

 

 

Andy Sieg, president of Merrill Lynch Wealth Management, sits down with one of the nation’s pre-eminent experts on retirement, Age Wave Co-Founder Ken Dychtwald, for a robust conversation on how the pandemic has changed retirement.

 

Then expert panelists — Lorna Sabbia, Chris Hyzy, and Surya Kolluri—have a discussion on the ways people can get ready for the new realities ahead.  

 

Topic areas include:

  • What emerging trends may mean for individuals as they plan for the life they want in retirement
  • Retiring earlier than expected—or working longer remotely
  • Technology advancements driving longevity and increased quality of life in retirement
  • The impact of the pandemic on women’s retirement security
  • The finances of staying in one’s home versus moving as you age
  • The future of Social Security and Medicare
  • Investing strategies for individuals to consider when they are nearing or in retirement

 

Our Host:

Andy Sieg headshot

Andy Sieg

President, Merrill Lynch

Wealth Management

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Featured speaker:

Michael Keady headshot

Ken Dychtwald

Co-Founder, Age Wave

 

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Expert Panelists:

Lorna Sabbia headshot

Lorna Sabbia

Head of Retirement and

Personal Wealth Solutions,

Bank of America

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Chris Hyzy headshot

Chris Hyzy 

Chief Investment Officer,

Merrill and Bank of America

Private Bank

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Surya Kolluri headshot

Surya Kolluri

Managing Director, Retirement Thought Leadership,

Bank of America

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Opinions are those of the speakers, as of the date of this event and are subject to change.

 

Investing involves risk, including the possible loss of principal. Past performance is no guarantee of future results.

 

The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”). This information should not be construed as investment advice and is subject to change. It is provided for informational purposes only and is not intended to be either a specific offer by Bank of America, Merrill or any affiliate to sell or provide, or a specific invitation for a consumer to apply for, any particular retail financial product or service that may be available.

 

BofA Global Research is research produced by BofA Securities, Inc.(“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation.

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