1:15pm – 2:45pm |
Keynote Session: A Gentle Introduction to the Calculus of Retirement Income
» Keynote Speaker: Dr.
Moshe A. Milevsky, Ph.D.
Associate Professor of Finance, Schulich School of Business, York University
Executive Director, The IFID Centre
Professor Milevsky is a well respected expert and published author on the analytics of retirement income planning. He will discuss results of some of his recent research work on the common mistakes or errors that he finds most investors and many advisers make when contemplating product allocation decisions at retirement. These mistakes include underestimating risk, overestimating returns and miscalculating several investment assumptions — all of which can distort the calculus of retirement income.
Sponsored by: 
2:45pm – 3:00pm |
Networking Break with Exhibitors
3:00pm – 4:15pm |
Planning and Preparing for your Client’s Healthcare Costs: What You Need to Know to Best Inform your Clients
Part 1 – Long term health care expenditures and preferences are a challenge to predict for your clients. With Medicare
and Medicaid not fulfilling the financial gap for the retiree, long term
care planning is more important than ever with the continuing escalation
of health care costs and the myriad of choices available in long-term care
services and insurance. In this part of the program, we’ll examine the
current and long term costs of health and related elder care
services.
Part 2 – A hands-on session with an adviser who
specializes in this for his/her clients. Coupled with the research and
academic knowledge presented in part one, this part of the session looks
at how an adviser can use this valuable information to help better serve
their client’s healthcare issues in their retirement years.
» Speaker: Dr. Kathryn McCabe Votava
President, GoodCare.com and Associate Professor of Clinical Nursing, University of Rochester
» Speaker: Lewis Walker
Founder, Walker Capital Management Corp.
Sponsored by: 
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4:15pm – 5:30pm |
Retirement Regulatory Recap
Back by popular demand, James Delaplane, the top rated speaker from the 2007 Retirement Income Summit, returns with the latest on the regulatory and legislative activity impacting the retirement industry.
» Speaker: James Delaplane, Jr
Partner, Davis and Harman, LLP
Additionally, following Mr. Delaplane’s 30 minute overview,InvestmentNews Washington Bureau Chief, Sara Hansard, will conduct a live interview with FPA Director of Government Relations, Dan Barry and Ms. Liz Varley, SIFMA’s Managing Director in Washington and adviser to the Retirement and Savings Committee. They will discuss key regulatory and legislative issues as they relate to the 401k market and the impact these issues will have on the financial advisory industry.
» Speaker: Dan Barry
Director of Government Relations, Financial Planning Association
» Speaker: Liz Varley
Vice President and Director of Retirement Policy, Securities Industry and Financial Markets Association
» Moderator: Sara Hansard
Washington Bureau Chief, InvestmentNews
5:30pm – 7:15pm |
Cocktail Reception with Exhibitors
Sponsored by:
Wednesday, March 26
DAY
TWO |
7:00am – 7:50am |
Continental Breakfast with Exhibitors
Sponsored by:
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7:50am – 9:20am |
Keynote Session: Capturing and Leveraging IRA Rollovers as Retirement Judgment Day Looms
» Keynote Speaker: Edward A. Slott
CPA, E.Slott & Company LLP
The Boomers are coming and starting to collect. This is just the tip of the iceberg leading up to Judgment Day when these assets will be withdrawn at confiscatory tax rates due to a convergence of a herd of financial crises. Clients need competent and proactive advisers right NOW, more than ever before! This is the opportunity of a lifetime for financial advisers to capture IRA rollover assets and leverage them into a secure financial future for clients. Learn how to grow your business and increase your income as a valued adviser by capitalizing on these unprecedented events. More money than ever before is being distributed from IRAs as we enter the first stages of the coming retirement tsunami. Differentiate yourself by standing out as an IRA specialist who attracts the largest IRAs and retains them for years, by leveraging IRAs into powerful financial plans that will make you a hero on judgment day.
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9:20am – 9:45am |
Networking Break with Exhibitors
9:45am -11:15am |
Implementation Strategies: Creating and Sustaining Your Client’s Retirement Income
We just heard from Ed Slott on how to capture retirement assets from new and existing clients . This session will focus on the optimal mix of investments to generate income for those clients as they move along to retirement. Speakers will discuss the variety of ways to create sustainable long term income, will demonstrate the relative effectiveness of each and will show you how to construct retirement distribution plans and investment strategies to enable you to achieve your client’s growth.
» Speaker: Charles Farrell, JD, LLM
Senior Portfolio Manager, Northstar Investment Advisors LLC
» Speaker: Eileen M. Sharkey, CFP, CFP
Principal, Sharkey, Howes & Javer, Inc.
» Speaker: Margaret C. Starner, CFP
Senior Vice President, Financial Planning, The Starner Group of Raymond James Associates Inc.
» Moderator: Vern Hayden, CFP
President, Hayden Financial Group LLC
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11:15am – 12:45pm |
Technology and Income Planning Solutions
Technology already plays an important role in helping run your practice more effectively and efficiently. But how can technology help you guide retired – or soon-to-be retired – clients through everything from withdrawal strategies to escalating health care costs?
In this session, we’ll examine cutting-edge technology aimed at the retiree market. Through the use of real-life case studies, you’ll come away knowing the tools that are best suited to you and your practice. You’ll also hear from innovative advisers who already use these technologies to take their practices to the next level.
» Speaker: Robert Eby
Financial Consultant, Investors Group, representing EISI
» Speaker: Rachel Meier, CFA, CFP(r)
Financial Assessment & Solutions Consultant, Edward Jones, representing SunGard
» Speaker: Stephen L. Williams
Vice-President, Product Management, Harris Bank, representing AdviceAmerica, Inc.
» Moderator: Robert Ellis
Senior Analyst, Celent
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12:45pm – 2:15pm |
Keynote Luncheon Session in Exhibitor Hall
The New Retirement Essential: Where to Find Guaranteed Income
» Keynote Moderator: Consuelo Mack
Founding Anchor and Managing Editor of Consuelo Mack Wealthtrack
Consuelo Mack, host of PBS station’s WealthTrack, will lend her financial expertise as she moderates a disussion with top industry experts on the many product and portfolio management scenarios within the retirement income arena. Expect high level dialogue as these pros share their insights while Consuelo asks the tough questions.
» Speaker: Robert C. Doll
Vice Chairman and Director, BlackRock
» Speaker: Dan Fuss
Vice Chairman, Loomis, Sayles & Company
» Speaker: Dr. P. Brett Hammond
Chief Investment Strategist, TIAA-CREF
Sponsored by:
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2:15pm – 3:30pm |
The Great Withdrawal Debate
Hear advisers and academics with different perspectives on managing an income generating portfolio justify why their withdrawal strategy is best.
» Speaker: David M. Blanchett, CFP
Internal Consultant, Unified Trust Company
» Speaker: Robert J. Glovsky, CFP, JD
President, Mintz Levin Financial Advisors LLC
» Speaker: Sandeep Singh, PhD, CFA
Professor of Finance, State University of New York, Brockport
» Moderator: Evan Cooper
Senior Managing Editor and Online Editorial Director, InvestmentNews
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3:30pm – 3:35pm |
Closing Remarks
Suzanne Siracuse
Publisher,
InvestmentNews
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