Reimagining Retirement: Advice, Conversations, Outcomes #1
Ensombl Advice Australia · Ensombl
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Show Notes
Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26032704-24130001
0.25 Client Care & Practice
0.25 Technical Competence
0.25 Regulatory Compliance and Consumer Protection
In this first episode, Tanya is joined by Terry Dillon, Chief Executive Officer for Shadforth, and Ashton Jones, Director of Customer Innovation at MLC. They discuss how Innovative Retirement Income Solutions (IRIS) and related strategies - such as income layering, managing longevity and sequencing risk, and leveraging age pension concessions - can help advisers design more confident, sustainable retirement income plans for Australian clients.
Terry Dillon LinkedIn: https://www.linkedin.com/in/terry-dillon-697116165/
Shadforth Website: https://www.sfg.com.au/
Ashton Jones LinkedIn: https://www.linkedin.com/in/ashjones/
MLC Expand. For more information visit https://ensombl.com/go/20260401-2/
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