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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

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