[CB3] Tertiary Banner (CORRECT)

Fiona Greig and the $82 Trillion Opportunity

Fiona Greig of Vanguard discusses the current retirement wave and the opportunity it poses for advisors.

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Retirement Planning Insights

May 08, 2025

Listen in as Fiona Greig talks retirement, financial identities, and more at Horizons 2025!

Fiona Greig speaking on stage


Fiona Greig, PhD addresses attendees of Horizons 2025, The College’s flagship retirement planning event, as she examines the Boomer retirement wave, discusses one of the largest transfers of wealth ever, reviews financial identities that Americans assign themselves, and analyzes how advisors can use this information to improve client outcomes.

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