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Get help with navigating uncertainty

This year has presented all of us with challenges affecting every aspect of our financial lives, including how we:

  • Prepare for and live in a retirement that could last 30+ years
  • Provide caregiving, mostly to older relatives
  • Manage our wealth and health following the major changes in health practices prompted by the pandemic

To help you plan in this new environment, join Wells Fargo Advisors and the Longevity Project, in collaboration with the Stanford Center on Longevity, for “Navigating uncertainty.” This conference call series features panels of noted professionals selected for their in-depth topical knowledge. Take advantage of this exclusive opportunity to hear them discuss strategies for charting a course through these unprecedented times.

The series, moderated by Ken Stern, Chair of the Longevity Project and national best-selling author, includes:

Planning for the 30+ year retirement

Listen to the Replay

800-585-8367 Conference ID# 3834009

Speakers:

  • Ken Stern (moderator), Chair of the Longevity Project and national best-selling author
  • Chris Farrell, Economics Editor of Marketplace Money
  • Teresa Ghilarducci, nationally recognized expert in retirement security and the Bernard L. and Irene Schwartz Professor of Economics at The New School for Social Research
  • Tracie McMillion, CFA®, Head of Global Asset Allocation Strategy, Wells Fargo Investment Institute

Caregiving in a time of change

Listen to the Replay

855-859-2056 Conference ID# 3297922

Social distancing, increased health risks, and loss of access to health care resources are just a few of the issues that have combined to make a tough job even tougher for America’s 53 million caregivers. Hear an informative discussion on the current state of caregiving and what changes need to be made to help caregivers.

Speakers:

  • Grace Whiting - CEO National Alliance for Caregiving
  • Sherri Snelling – Founder and CEO of the Caregiving Club
  • Ron Long - Wells Fargo Head of Aging Client Services

Managing your wealth and health in 2021

January 2021

Details to come

The pandemic put extraordinary pressures on our health system and immediately drove major changes in health practices, the use of telemedicine, and the role of hospitals and nursing homes. Get valuable insights about the pandemic’s impacts on the health care business, our thinking on health care policy, and useful insights into your family’s own financial situation.


This page will be updated as information becomes available. Come back often for additional details.

Wells Fargo Investment Institute, Inc., is a registered investment adviser and wholly owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.