NEW TIMING, NEW PURPOSE, NEW FUNDING – AND NEW PLANNING HELP NEEDED

With the convergence of rising longevity, the aging of the massive Boomer generation, and widespread financial insecurity, there is a greater need than ever for trusted, holistic financial guidance. Americans want financial professionals who seek to understand what matters most to them and their families and can help them achieve their goals.

This new presentation draws on cutting-edge new research that spans five generations. We will outline the forces shaping retirement planning today and offer ways that financial professionals can ready themselves to demonstrate greater empathy to deliver targeted solutions that safeguard a well-lived retirement for these uncertain times.

Topics to be covered include:

• Why has financial peace of mind become far more important than wealth?
• What are the greatest worries for pre-retirees and retirees in achieving a financially secure retirement?
• What are the “generational generosity” watchouts for financial professionals and their clients that could jeopardize retirement?
• In what ways is women’s rising financial power transforming the field of retirement planning and how should you respond?
• How will the demands of eldercare, sibling care, grandparenthood, singlehood, and “rehirement” impact retirement planning?
• How can financial professionals best manage the greatest generational hand-off in history and guide clients to leave a legacy?

– IT’S HIDING IN PLAIN SIGHT!

These dynamic forces are shaping your business; are you prepared?

• Men and women over 50 now make up 33% of the total U.S. population and 44% of the adult population but control more than 70% of total wealth.
• Due to the combination of rising longevity, declining fertility, and the aging of the Baby Boom generation, this group is now bigger than the entire market of most countries.

As active and curious consumers, they are responsible for: 45% of new car and truck purchasing, 53% of all food and grocery purchasing, 55% of all travel and leisure consumption, 68% of OTC drugs, 77% of all Rx drug consumption, and 80% of all retirement accounts.

We will explain how your business can best target this massive, misunderstood, misrepresented, and wildly untapped new market.

We’ll illustrate why 20th century notions of “lifetime brand loyalty,” “retirement,” and “seniors” have become obsolete and how with impending breakthroughs in precision medicine, living to 100+ will soon become commonplace.

And we’ll provide a mind-stretching preview of the products, services, marketing, and advertising that will succeed at meeting the needs and aspirations of this new “Third Age” while eliminating the ageism that has impeded shareholder value for too long.

The Rising Power of the Consumer Force to Be Reckoned With.

The growing strength and empowerment of 50+ women have been hiding in plain sight for far too long. That is about to change. Bolstered by unprecedented levels of education and workforce participation, escalating income and wealth, tech savvy and consumer know-how, and most importantly, rising longevity and vitality, 50+ women are fast becoming the consumer force to be reckoned with. Yet they often feel ignored, misunderstood, and even disrespected by brands and marketers.

Drawing on decades of proprietary Age Wave research, including the highly acclaimed study led by Age Wave co-founder Maddy Dychtwald, Women and Financial Wellness: Beyond the Bottom Line, and insights from her landmark book, Influence: How Women’s Soaring Economic Power Will Change Our World for the Better, and her upcoming book: Ageless Aging: Women’s Longevity Bonus and the Art and Science of Living Longer, Better, Maddy explains why 50+ women are a consumer force to be reckoned with for businesses of all kinds from financial services and healthcare to fashion and technology.

As a successful entrepreneur, author, researcher, Wall Street Journal blogger, wife, and mother—and a 50+ woman herself—Maddy combines dramatic data-driven insights with inspirational storytelling, illuminating this market segment’s core attitudes, motivations, and behavioral patterns, and offering the keys to unlocking its consumer spending potential.

Topics explored in this new presentation include:

• The size, shape, and financial clout of this quickly growing market segment and how 50+ women are disrupting aging and leading the longevity revolution
• The consumer purchasing power and passions of 50+ women, including their approach to spending, gifting, saving, and investing
• The ageist and/or sexist messaging that turns them off—and how to avoid these communications pitfalls
• The emotions, desires, and challenges that motivate their purchasing decisions, including their conscious consumerism
• How technology and social media can be both a barrier and a benefit
• How today’s different generations of women influence each other and their purchasing decisions
• The five-step action plan you need to capture the hearts and minds of this growing market segment
• Deeply researched, customized for each unique audience, and packed with actionable takeaways, Maddy’s illuminating insights can help you understand and harness the power of 50+ women.

It will leave audiences with food for thought and concrete ideas for implementing and adapting to needed change.