Broadridge Financial Solutions, Inc. · NYSE:BR
Broadridge Financial Solutions — Conference Presentation (2023)
8 slides from Broadridge Financial Solutions's conference presentation, 2023
Slide 1: Retirement: Building a Comfortable Lifestyle for Tomorrow
SLIDE 0010 Retirement Building a Comfortable Lifestyle for Tomorrow Welcome to our retirement seminar on building a comfortable lifestyle for tomorrow. We’re glad that you could join us here today. PREVIEW Before we get started, I’d like to introduce myself and my company. [Note to presenter: Give a
Slide 2: When You Imagine Your Retirement, What Do You See?
SLIDE 0040 When You Imagine Your Retirement, What Do You See? When you close your eyes and imagine your own retirement, what do you see? Most people imagine retirement as a happy time, a reward for a lifetime of hard work, full of possibility and potential. PREVIEW Many of us look forward to pursuin
Slide 3: With So Many Financial Challenges, How Do You Make Retirement a Priority?
SLIDE 0050 With So Many Financial Challenges, How Do You Make Retirement a Priority? When you open your eyes from your retirement daydream, the reality may seem a bit daunting. PREVIEW With so many financial challenges — bills, housing expenses, college savings (if you have children), and just the b
Slide 4: Three Keys to Funding a Comfortable Retirement
SLIDE 0060 Three Keys to Funding a Comfortable Retirement 1. Evaluate Your Needs and Set a Goal 2. Develop a Strategy 3. Protect Your Nest Egg There are three keys to funding a comfortable retirement. First, you need to evaluate your retirement income needs. This involves PREVIEW understanding those
Slide 5: Factors That Influence Your Retirement Income Needs: The Whys
SLIDE 0070 Factors That Influence Your Retirement Income Needs: The “Whys” • Retirement age • Length of retirement • Health‐care needs • Inflation • Lifestyle Many factors will significantly influence how much income you will need in retirement. These “whys” are some of the most important reasons wh
Slide 6: Retirement Age
SLIDE 0080 Retirement Age The earlier you retire, the shorter the period of time you have to accumulate funds, and the longer those dollars will need to last Social Security isn’t available until age 62* Medicare eligibility begins at age 65 *Claiming Social Security at age 62 results in a per
Slide 7: Planned and Actual Retirement Age
SLIDE 0090 Planned and Actual Retirement Age Expected (workers) 41% 38% Actual (retirees) 31% 22% 24% 21% 12% 11% Before 60 60–64 65 66 or older (or never retire) Source: Employee Benefit Research Institute, 2022 (numbers don’t add up to 100% due to rounding) Keep in mind that you can’t always contr
Slide 8: Length of Retirement
SLIDE 0100 Length of Retirement At age 65, a healthy individual may expect to spend 20 years or longer in retirement. Chance of living to: Age 85 Age 90 Man 55% 34% Chance of living to: Age 85 Age 90 Woman 66% 45% Source: Society of Actuaries, 2023 We alluded to the second factor a moment ago: the l
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