Tuesday, September 28, 2021

2:00 PM EDT | 11:00 AM PDT

60 minutes

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When a client experiences an unexpected life event like job loss, it can be hard to focus on important financial conversations. With talk of “The Great Resignation” upon us, clients experiencing a job transition may be more prevalent than you think.

This program identifies some of the critical decisions facing clients after a loss of a job or during a life transition. Restoring Retirement reminds you of the critical role you play in managing your clients’ financial plan as well as providing moral support.

In this webinar you will learn about:

  • The challenges and opportunities facing out-of-work clients who are nearing retirement.
  • Strategic and financial decisions out-of-work clients must make to move forward with confidence
  • A resource advisors and clients can access for ideas and information

Pending approval for 1 hour CE: CFA®, CPWA®, CIMA®, CIMC®,  and RMA®. Investments & Wealth Institute® accepts this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. If you provide the required information during the webinar registration process and stay for the entire LIVE event we will report your attendance to IWI. If you watch the ON-DEMAND event please email us at [email protected] for the IWI® webinar ID to self-report your attendance.



Jan Blakeley Holman, CFP®, CIMA ®, ChFC, CDFA, CFS, GFS® Headshot

Jan Blakeley Holman, CFP®, CIMA ®, ChFC, CDFA, CFS, GFS®
Director of Advisor Education
Thornburg Investment Management

Jan Blakeley Holman is director of advisor education at Thornburg Investment Management. She is responsible for identifying and creating advisor education programs that support financial advisors as they work with their clients and prospects. Jan is also a frequent presenter at broker/dealer and industry conferences where she discusses Women and Investing, Women in Transition, and Longevity Planning. She has also written numerous articles and contributed to several books on these and other financial-planning topics.

Jan has spent over 44 years in the financial services industry. Over the course of her career, she’s served as a financial advisor, an advisor to financial advisors, and a financial services corporate executive. Past employers include American Express Financial Advisors (Ameriprise), Wells Fargo Advisors, and Wachovia.

Jan has a BA in political science from the University of Denver.

Robert Huebscher Headshot

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.