It used to be when people turned 60 they were getting ready to retire; today their life is just getting started. Medical advances, wellness and lifestyle improvements are contributing to longevity and healthy women need to be financially prepared to live well into their 90s. Unfortunately, 1 in 3 Americans have zero savings for retirement, baby boomers are financially being forced to step into second careers, and younger generations are prioritizing paying off debt instead of saving for the long term. Regardless of age, planning for longevity and milestones is smart for everyone. Whether it’s favoring equities to bonds, or sustainable investing or ETFs, we’ll look to better understand the different needs specific to women and what asset allocation and portfolio balance is important to female clients.

For today’s financial leaders, it’s imperative to further understand how the economy and changing demographics in the U.S. and globally will shake up the investment landscape. From an evolving labor force, to a shift in wealth transfer, and the implications of millennials and aging Gen X and baby boomers, Bloomberg economists will present in-depth research and data analysis through the charts to gear today’s money managers with the underlying insights of a shifting society.

The rapid rise in technology is having an enormous impact on the financial services industry. Traditional advisers fear robo-advisors and some say artificial intelligence threatens their very existence. Understanding how technology is changing the industry, dividing lines between generations and how those female generations are embracing that change, could spell success or failure for today’s financial planners. Contrary to what you might think, wealth advisers who overcome the fear of losing the familiar and use disruption to their advantage, could boost customer engagement and become even more relevant to their clients. We’ll explore the pros and cons, and lessons learned, as to how the financial world can find new balance of people and technology.

Burnout for women in today’s workforce is a real thing and the link between physical, mental and emotional fitness and financial success is more related than you think. No matter how much money you make, you have nothing without health — and whether you’re investing your money or managing someone else’s, finding time for yourself is not only important to you — it’s paramount to your clients. With a special focus on wellness, we’ll explore ways in which to better achieve work-life balance, how impact investing plays a role in connecting with your clients values and in the world, and how mental and physical fitness can lead to success.