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Wealth Management

Preparing Your Financial and Personal Health “Portfolios” for Longevity (Webinar Recording)

Listen to this engaging conversation surrounding longevity.

Many of us spend a lot of time thinking about and developing our financial portfolios to prepare for a successful retirement. But how often do we consider the impact that our well-being, or our “personal health portfolio”, will have on our ability to enjoy a long and happy retirement?

This webinar recording kicks off with CAPTRUST Chief Investment Officer Kevin Barry and Head of Wealth Management Eddie Welch presenting our April 2021 market update, including a look at the capital markets, the U.S. economy, and the potential implications of legislative changes.

Then, Financial Advisor Cathy Seeber moderates a discussion with author and physician Dr. Roger Landry on how to plan for healthy longevity. Dr. Landry shares his ten tips for healthy living to help improve the likelihood of enjoying your retirement years.