Webinars & Expert Thought Leadership | RPAG

How Advisors Are Reinventing the Retirement Experience

Written by RPAG® | Jul 2, 2025 3:59:37 PM

What does the retirement industry look like in 2035 and what are the smartest advisors doing today to prepare? Join RPAG for an eye-opening discussion on the six forces reshaping retirement plan advising, from AI and automation to consolidation, personalization, and generational change.

We'll explore how the role of the advisor is evolving, what participants and plan sponsors will demand in the next decade, and how leading firms are reinventing the retirement experience from the inside out. Whether you're an independent RIA, aggregator, or home office leader, this session will give you the foresight and strategies to grow, differentiate, and lead through 2035 and beyond. You’ll gain insights into:

  • How industry consolidation is reshaping advisor models
  • Why fintech and private equity are changing the competitive landscape
  • How AI and data are revolutionizing plan management
  • What Gen Z and Millennials expect from retirement and wealth services
  • Where personalization is headed and how to scale it
  • What the best advisors are doing now to future-proof their practice

Let’s rethink what’s possible and build the future of retirement together.

Thursday, July 10 at 10 a.m. PT/ 1 p.m. ET

 

Jesse Taylor

Being in the retirement industry for 6+ years, Christian has seen the ups and downs of what it takes to run a retirement-focused book of business. RPAG has all of the resources you need to make sure your retirement plans are running at their highest efficiency. His hyper-focused knowledge and experience in benchmarking plans with RPAG have allowed him to help other advisors nationwide in giving them the best RFP resources in the industry.

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