Upcoming Webinar

Wellness Trends Reshaping the Future of Financial Planning

Date: Thursday, July 16, 2026
Time: 1:00 PM EST

Longer lifespans are fundamentally reshaping what clients need from their financial advisor. While a standard financial plan is a great start, data from the MIT Age Lab shows us that a longer life requires a different level of preparation.

Join Simplicity Partners Ben Nevejans and John Hancock VP Matthew Gibson for an exclusive Insights webinar discussing groundbreaking research revealing that Americans are underprepared to live longer in retirement, and emphasizes the role financial professionals can play in driving action.

Reserve Your Spot

Please confirm with your broker dealer prior to registering for this event. Registered representatives who are not affiliated with Simplicity Securities are solely responsible for insuring they are allowed to attend.

What You Will Learn:

  • Understand the critical distinction between planning and preparing.
  • Identify the hidden gaps Americans face beyond their portfolios.
  • Utilize personalized readiness scores to uncover client blind spots.
  • Turn data-driven insights into action-oriented conversations.

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