2012 Conference Agenda
**Times subject to change**


Monday, May 7, 2012

7:00 am - 5 pm   Registration

 

 

  
7:30 am - 8:00 am Breakfast with Exhibitors

 

 

  
8:00 am - 8:10 am    Opening Remarks and Chairperson Intro
Chairperson Welcome

 

 

  
8:10 am - 9:00 am  The Outlook Of Current And Future Retirees: George Walper Spectrem

 

 

  
9:05 am - 9:55 am

Breakout Session A:  Strategies for Managing Retirement Income

 

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9:05 am - 9:55 am

Breakout Session B: Longevity and LTC Insurance

 

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10:00 am -10:30 am Morning Networking Break with Exhibitors

 

 

  
10:35 am-11:25 am

Breakout Session A: Preparing And Practicing For Retirement

 

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10:35 am-11:25 am

Breakout Session B:  The Changing Needs Of Women In Retirement

 

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11:30 am-12:20 pm

Breakout Session A:  Annuities and Their Alternatives

 

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11:30 am-12:20 pm 

Breakout Session B: Working With The Affluent Retiree

 

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12:20 pm - 1:30 pm Luncheon Address Speaker: Jeb Bush
Former Governor of Florida; President, Jeb Bush and Associates
 		  
1:30 pm - 2:00 pm Dessert Break with Exhibitors

 

 

  
2:05 pm - 2:55 pm Breakout Session A:  Generating Retirement Income In a Low Interest Rate Environment

 

 

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2:05 pm - 2:55 pm Breakout Session B: How Custodians Can Support Retirement Business
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3:00 pm -3:50 pm Breakout Session A: Big Retirement Investing Challenge

 

 

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3:00 pm -3:50 pm Breakout Session B: Transforming Your Practice From an Accumulating Business to a Withdrawal Business

 

 

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3:50 pm - 4:20 pm   Afternoon Break

 

 

  
4:25 pm - 5:15 pm Breakout Session A: Using Alternative Investments in A Retirement Plan
 		  
4:25 pm - 5:15 pm Breakout Session B:  Planning And Transitioning For Advisors

 

 

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5:15 pm -7:00 pm Cocktail Reception with Exhibitors

 

 

  


Tuesday, May 8, 2012

7:30 am - 8:00 am  Breakfast with Exhibitors

 

 

  
8:00 am - 8:10 am Opening Remarks and Chairperson Intro
Chairperson Welcome  

 

 

  
8:10 am - 9:00 am Dan Fuss
Loomis Sayles

 

 

  
9:05 am - 9:55 am    Two Top Advisors Discuss Different Approaches To Retirement Withdrawals

 

 

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10:00 am - 10:30 am Morning Networking Break with Exhibitors

 

 

  
10:35 am - 11:25 am Breakout Session A: What's Next For Defined Contribution Plans
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10:35 am - 11:25 am Breakout Session B: Role Of Equity Funds In A Retirement Plan
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11:30 am - 12:20 pm Planning For The Mass Affluent:
Ric Edelman
Edelman Financial Services, LLC

 

 

  
12:20 pm - 1:25 pm Luncheon Address: Nick Murray Author, The Game of Numbers: Professional Prospecting for Financial Advisors

 

 

  
1:30 pm -2:00 pm Dessert Break with Exhibitors

 

 

  
 2:05 pm - 2:55 pm New Developments in Retirement Planning Software
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3:00 pm - 3:50 pm  What's the Damage? The Impact of Medicare on Retirement Planning
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 3:50 pm  Conference Ends  

This program is Accepted for 13 CFP® Board CE Credits
and 9 CE hours toward the CIMA®/CIMC®/CPWA® designations