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Devin Ekberg, CFA®, CPWA®, CIMA® 

Chief Learning Officer & Managing Director of Professional Development

Investments & Wealth Institute

Devin oversees the development and delivery of Investments & Wealth Institute conferences, online education, and print publications. Devin is an expert in security analysis and financial analysis, and has developed educational products for investment consultants, wealth advisors, and individual investors. He earned his Master’s degree in Investment Management and Financial Analysis from Creighton University. He also holds three advanced certifications: Chartered Financial Analyst® (CFA®) from the CFA Institute, Certified Private Wealth Advisor® (CPWA®) and Certified Investment Management Analyst® (CIMA®) from the Investments and Wealth Institute. He currently serves on the investment committees for two non-profit foundations.

How Longevity Impacts Financial Planning and the Future of Retirement

Life expectancy has increased dramatically over the past century and it is one of the most important variables in financial planning. For retirement planning purposes, it’s critical to predict one’s life expectancy during retirement. How long a client will live, and at what age they will retire, determines many factors in one’s financial plans. Join retirement experts Robert Powell and Shelly Giordano as they discuss practical takeaways to discuss with clients to best prepare for the future.

Wednesday, Dec.9, 2020

10:00 – 11:30 a.m. EST