Liquidity, lifestyle, longevity: A scalable approach to retirement planning - Aspen

Retirement planning often involves navigating the delicate balance between preserving and growing capital, whilst securing a sustainable income stream. This webinar introduces Aspen’s 3 bucket approach - a simple, scalable, and client-friendly framework designed to deliver reliable retirement income while managing risk and enhancing long-term outcomes.

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Join Andrew Spence, CEO at Aspen, and Lewis Brasseaux, Head of Strategic Partnerships at Aspen, as they walk through how financial planners can use this strategy to tailor retirement solutions that align with client goals, timelines, and risk profiles.

What you’ll learn:

• Understanding the bucketing framework
  Discover how Aspen’s three buckets - Liquidity, Lifestyle, and Longevity - map to short, medium, and long-term retirement needs:
  • Liquidity: For immediate income and sequencing risk protection.
  • Lifestyle: For medium-term stability and reduced financial anxiety.
  • Longevity: For long-term growth and legacy planning.
• Sequencing risk and portfolio sustainability
• Client-centric planning
• Real-world case studies
• Technology-enhanced advice

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Vanguard - synopsis TBC

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Who should attend?

• Financial advisers and planners seeking scalable, compliant retirement income solutions.
• Firms looking to enhance their CIP with a proven, flexible framework.