Adviser to Adviser: Maximizing Retirement Income Now
Tuesday, April 7, 2009 4:00 p.m. – 5:00 p.m. Eastern Time View the Archive This…
Tuesday, April 7, 2009
4:00 p.m. – 5:00 p.m. Eastern Time
View the Archive
This program has been accepted by the CFP Board for 1 CE credit and by IMCA for 1 non-IMCA CIMA credit. It has also been accepted by the American College for 1 PACE credit.
Download the non-IMCA CIMA CE submittal form
Viewers are eligible for CE credit up to 1 year from the live event.
How to successfully recover asset losses to meet the retirement income needs of retirees and near-retirees
Key topics covered during the webcast include:
- The optimal allocations to provide lifetime income
- Choosing the best new products
- Determining distribution rates
- How Washington will shape retirement income
Listen to our expert panelists discuss the challenges of rebuilding and reshaping portfolios now to meet retirement income needs.
Moderators:
Evan Cooper Deputy Editor InvestmentNews | |||
Mark Bruno Reporter InvestmentNews |
Panelists:
Beth L. Blecker, RFC, CSA President and CEO Eastern Planning Inc. | |||
Bart R. Bonga, AIF Vice President Rothschild Investment Corp. | |||
Pamela Hess, CFA Director of Retirement Research Hewitt Associates LLC |
Sponsored by: | |||
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