THE FUTURE OF FINANCE, BANKING, AND INSURANCE

Finance keynote speakers and banking futurists make no secret that the future of financial services and insurance are rapidly changing before our eyes. In fact, in a time of unprecedented change and uncertainty, they’re only continuing to change and evolve at a more rapid pace. Between working as experts and consultants for banks, fintechs, credit unions, and other financial providers, we’ve had our hands full lately helping clients keep up with these new innovations. That said, a few classic principles that we advise you keep in mind as finance keynote speakers and banking futurists can also be found below:

Estate Planning and Retirement: Creating a Legacy of Wealth – Planning for retirement isn’t just about making sure that you have enough money in the bank to meet your own needs and post-career lifestyle. It’s also about ensuring that your portfolio is strong and resilient enough to handle any unexpected events that may come your way – and successfully plotting how your estate will be handled, so that you’ll still have wealth to pass on to the next generation. Keeping this in mind, insurance and other investment instruments can prove helpful retirement and wealth transfer tools. In a recent engagement, clients asked us to work as banking futurists and keynote speakers to take a closer look at options available – and what to keep in mind as you go about planning for your retirement and family’s future.

Creating Lasting Impact: Building and Maintaining Your Family’s Legacy – You’ve built and established a family legacy to be proud of – in an age of growing uncertainty and disruption though, it’s equally important to create a plan that can help you future-proof it and cement its impact for generations to come. That not only means having to diversify your holdings as a hedge against disruption, but also implement flexible and resilient investment strategies that can help you safeguard your portfolio against a growingly volatile market. Likewise, it’s important to ensure that you have a succession plan in place for any business holdings, and a solution in place for fairly and equitably distributing assets to your children, spouse, and any other heirs, as well as plans for addressing any outstanding debts (e.g. mortgages and loans) that may remain in place upon your passing. Creating a timeless legacy is about more than simply amassing and growing wealth after all: It’s also about thinking ahead, planning for tomorrow, and making sure that whatever your goals for your portfolio and holdings are – be they philanthropic, personal, or business-related – that you’ve laid out a roadmap that will serve your future generations of your family well in the decades to come. Of course, that’s easier said than done in an age of cryptocurrencies, NFTs, decentralized finance options, and other alternative investments – areas we were asked to discuss as finance keynote speakers.