As a Gerontologist and longevity expert, Kelly has been studying aging and retirement issues for over 30 years.
Her work in the financial services industry has provided a new perspective on planning for retirement as a phase of life completely being redefined.
The Lifespan, Healthspan, and Wealthspan aspects of Longevity Management, are creating a shift in thinking to help better communicate and plan for all aspects of a client’s life. . It’s more than just money that determines a successful retirement and Kelly’s message provides unique insight and information to ensure an effective action plan.
LifeSpan – Living Long Reality
HealthSpan – Longevity Risk Management
WealthSpan – The Health & Wealth Connection/A Financial Plan for Health
Her vision of the effect of adding 30 years to our life expectancy is inspiring us all to rethink longevity and how we plan our lives!
- Rethinking Longevity & Retirement – A New Perspective on Retirement
- What’s Age Got To Do With It? Secrets to Aging in Extraordinary Ways
- Client Appreciation: The Retirement Revolution: A New Image of Aging & Longevity
- “Wow! A message everyone at every age should hear!”
- “Fascinating, insightful, and highly motivating!”
- “Kelly knocks it out of the park”
- “I’ll never look at aging the same way again! Incredibly awesome!”
- “Uplifting and inspiring — incredibly refreshing outlook!”
- “We experienced the largest transfers of wealth ever after our Kelly Ferrin client event”
- “A powerfully engaging presentation that will definitely make a difference in your life!”
Kelly’s Client List Includes…
- AG Edwards
- Allianz Life of north America
- Ameriprise
- Citibank
- Forethought
- Jackson National
- John Hancock
- Lincoln
- MetLife
- Merrill Lynch
- Morgan Stanley
- UBS
- Wells Fargo
Travels From: California
City:
$5,000 and Under