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Jan 25, 2021


We know from the study of behavioral finance that if we help individuals create a positive vision of their future selves, they will be more likely to start saving today.

In a post-COVID world, what changes? Traveling on a cruise ship every year sounded like a great second chapter in life. Spending your last 20 years in an active senior community with common facilities and great care may have been a dream.

Creating new positive visions for retirement proves challenging in a social distant environment using conventional approaches. Can digital engagement bridge that divide?

Forum Panelists:
Jaqueline Bamman, Nassau Financial Group
Jon Cooper, Founder and CEO,
Debra Jasper, Mindset Digital
Matthew Thomas, Infosys Retirement Center of Excellence
Victor Ricciardi, Washington & Lee University
Rohit Puranik, Infosys (Moderator)

*The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

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