Topic:
The Future of Planning: Education and Longevity Raise Expectations for Advice Speaker(s): Ryan Sullivan, CFP®, CLU®, ChFC®, Managing Director, Strategic Markets, Hartford Funds _____________________________
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Description:
The average client is living longer and increasingly more educated. These demographic shifts are impacting the expectations consumers have about their financial advisors. Is your practice prepared for the changes ahead? *This topic has been approved by the CFP Board for 1.0 hour of CE credit.
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About the Speaker(s):
Ryan Sullivan is a managing director of strategic markets for Hartford Funds. He travels extensively and is responsible for engaging and educating financial advisors and their clients about current and emerging opportunities in the financial services marketplace. These range from areas such as retirement-income planning, investment planning, and charitable giving, to anticipating and preparing for long-term demographic and lifestyle changes. Ryan has been an invited speaker on a variety of financial topics nationwide and has had the good fortune to address groups in 46 states and Puerto Rico. Ryan originally joined the organization in 1996 and held various roles of increasing responsibility, leaving the company in 2012 as a vice president of advanced markets. Prior to rejoining Hartford Funds, he founded a business to coach professionals on public speakingand the improvisational mindset, something he continues to do in a volunteer capacity today. He was then vice president and head of investor education for PIEtechSM, the creator of MoneyGuidePro®, a leading financial-planning software program for financial advisors. Ryan holds his Life, Health, and Variable Products licenses and has earned the CERTIFIED FINANCIAL PLANNERTM (CFP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Chartered Retirement Planning Counselor (CRPC®), and Chartered Mutual Fund Counselor® (CMFC®) designations. He’s also a Fellow of LOMA’s® Life Management Institute. Originally from Hartford, Connecticut, Ryan attended Bucknell University where he receiveda bachelor’s degree in business administration. He currently lives in Charlotte, North Carolina, with his wife, Katie. |
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