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VIRTUAL EVENT

The New Retirement: Will You Be Ready?

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

 

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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 conversation on how the pandemic has changed retirement.

 

Then expert panelists - Lorna Sabbia, Chris Hyzy, and Surya Kolluri - discuss the ways you can prepare for the new realities ahead.

 

Topic areas include:

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

 


 

  • Our Host:

  • Featured Speaker:


Expert Panelists:

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.

 

“Bank of America” is a marketing name for the Retirement Services business of Bank of America Corporation ("BofA Corp."). Banking activities may be performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. Brokerage and investment advisory services are provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”), a dually registered broker-dealer and investment adviser and Member SIPC.

 

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 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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