Agenda
Monday, May 3DAY ONE 10:10am – 11:30am The New Paradigm in Evaluating Retirement ProductsDownload…
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Monday, May 3 DAY ONE |
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| 10:10am – 11:30am | The New Paradigm in Evaluating Retirement Products Download presentation Find out how to assess investment products based on their potential to impact future retirement income, rather than just looking at past and conventional ratings metrics. How will a particular product—both its performance and expenses—influence the long-term sustainability of your clients’ nest eggs? » Panelist: Emilio J. Morrone » Panelist: Peng Chen » Moderator: Mark Bruno |
| 11:35am – 12:25pm | The Secrets of Maximizing Social Security
The Social Security Administration might not want advisers to know it, but there are relatively simple tricks to maximize your clients’ government lifetime income payments. Learn the loopholes of the Social Security System, as well as some basic blocking-and-tackling that all advisers should be familiar with when it comes time for your clients to start filing. » Speaker: Mary Beth Franklin |
| 1:25pm – 2:45pm | The New Calculus Behind Withdrawal Rates
Conventional wisdom be damned, 5%-7% a year isn’t going to cut it for many retirees these days. Learn how to accurately identify clients’ “floors”, and then how to construct an appropriate drawdown strategy around your clients’ lifestyle and income needs during retirement. Also, how far back have your clients’ retirement plans been set, and how will this impact their annual withdrawal rates? And how/when to should you start tapping their nest eggs for appropriate distributions at the appropriate stages of retirement? » Panelist: David John » Panelist: Don Ezra » Moderator: Evan Cooper |
| 3:10pm – 4:30pm | Adviser-to-Adviser: Practical Applications of Annuities in Retirement Income Portfolios Download presentation Providers are flooding the markets with a range of annuity products to capitalize on the purported increase in demand for guarantees. But how are advisers actually using annuity products in their clients’ retirement income portfolio, if they’re using them at all? More advisers now appear to be open to the idea of annuitizing at least a portion of these portfolios – this interactive discussion will offer a first-hand look (provider-free) at how different advisers are using lifetime income solutions in a practical manner. » Panelist: Erin Botsford » Panelist: Jeffrey G. Cribbs, CFP® » Panelist: Charles J. Farrell » Moderator: Jim Pavia |
| 4:35pm – 5:35pm | Executive session: How the Financial Services Industry is Responding to Your Clients’ Demands for Guarantees
Listen to three of the top executives in the retirement income business discuss the future of this industry – and how they’re responding to advisers’ and investors’ clamoring for more sources of guaranteed income. These executives will address the increasing role that annuities and non-traditional investment strategies are now playing in retirees’ portfolios. They will also share how insurers and asset managers can – and will – work together in the near future to create retirement income strategies that will insulate individual investors’ portfolios in any type of market environment. » Panelist: Christopher Blunt » Panelist: Robert DeChellis » Moderator: Mark Bruno |
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Tuesday, May 4 DAY TWO |
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| 8:00am – 9:15am | Accounting for – and Managing – Your Clients’ Behavior and Psychology During Retirement Download presentation Advisers can put together the perfect plan for a client to get to, and through, retirement. But most of these plans are based on expectations that clients will maintain certain spending rates and habits over the course of their retired lives – and live well within their means. This, of course, is an incredibly volatile variable: learn how to best anticipate your clients’ changing mindsets and tendencies once they hit retirement. Also, learn what changes are most likely to throw your clients’ retirement plans off-track. » Speaker: Andrew Lo » Moderator: Mark Bruno |
| 9:45am -11:10am | Long-Term Care: The Big Policy Picture – and What to Do for Your Clients Now Download presentation With cost a growing concern, long-term care has become an integral part of the public policy discussion over health reform. This session will look at the demographic, economic and political forces shaping the LTC issue, the importance of long-term care as part of any financial plan, and how advisers can be effective in framing the LTC discussion so that clients are moved to action – and aware of the consequences of doing nothing. » Panelist: Mark R. Meiners » Panelist: Ben Neiburger, JD, CPA » Panelist: John W. Wheeler, Jr. » Moderator: Evan Cooper |
| 11:15am – 12:15pm | Keynote Session: The New World Order in Investing Dramatic shifts in the world’s economies and markets are making your job as a financial adviser even more challenging. Public television’s Consuelo Mack, host of Consuelo Mack WealthTrack, has asked two exceptional financial thought leaders to discuss the new world order and how they are investing in it. Research Affiliates’ Rob Arnott is a money manager, analyst and financial pioneer who, among other innovations, created fundamental indexation. Dennis Stattman – who was recently chosen as a finalist for Morningstar’s new “Manager of the Decade” award – runs BlackRock’s Global Allocation fund, which has beaten competitors and markets with less risk than either since its inception. » Panelist: Robert Arnott » Panelist: Dennis Stattman » Keynote Moderator: Consuelo Mack |
| 1:00pm – 2:15pm | When Insurance Products Meet Retirement Plans
Does your client own (or is he/she considering purchasing) an insurance policy or annuity inside a retirement plan? If so, then you need to know the special rules that apply to plan-owned products, including: Tax treatment of plan-owned life insurance during employment, tax treatment of plan-owned life insurance at employee’s death, how to “roll out” an insurance policy at retirement , the three different valuation rules for plan-owned annuities, minimum distributions and “annuitized” IRAs, scams and abuses to avoid, which products can (and cannot) be held in a plan or IRA and positive planning uses for life insurance and annuities in connection with retirement benefits. » Speaker: Natalie B. Choate, Esq. |
| 2:40pm – 3:40pm | Establishing and Positioning Yourself as a Retirement Income Specialist Download presentation 78 million Boomers are expected to retire over the next two decades; most don’t use financial planners and those that do will likely look to consolidate their advisers once they stop working. Most importantly, how will you keep the retiring clients you have? But how can you also market yourself properly to attract new business from the growing pre-retiree/retiree population? » Panelist: Skip Massengill » Panelist: Steve Mitchell » Panelist: Kevin S. Seibert » Moderator: Jim Pavia |
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