2013 Conference Topics


Retirement Income: Confronting The Challenges
New skills will be needed for this rapidly expanding market and retirees will be seeking trained advisors. This panel will look at how to identify and manage a client's total retirement assets, whether traditional income calculations and assumptions are inadequate, when and how to liquidate assets, tax and income distribution issues advisors and clients should know about, and how to tailor an income management plan for individual clients.

 

LTC and Longevity: Making The Most of Big Changes
Some players have gotten out of the business, while others have changed the products they offer. But with more Americans now living well beyond the age of 85, new financial challenges arising from longevity are emerging as major issues for advisors and clients. This session examines new financial instruments and explores their role in financial planning.

Retirees And Health Care Issues
Health care choices and expenses are top concerns of retirees. Speakers address how advisors can help clients and increase their business by addressing these issues.

Women, Wealth And Retirement
The combination of demographic trends and what surveys show about women's retirement priorities paints a compelling picture why financial advisors cannot afford to ignore this important audience. Yet most women do not work with a financial advisor to create and maintain a retirement plan. This session will explore what advisors can do to relate to female clients and strengthen their ties with them.

Annuities: What Works And What Doesn't
Are annuities right for clients and, if so, when? Several experts examine the latest trends in the next generation of annuity contracts as well as some alternative products that are emerging.

The Complex Needs Of The Affluent Retiree
Affluent clients may enjoy a bigger safety net than most people, but the financial issues they face can be complex. In this session, investment advisors who are experienced working with wealthier individuals look at the critical issues they handle for these clients.

The Impact Of Low Interest Rates On Retirement Income
How do retirees generate income without too much risk to their principal? Low interest rates make this kind of financial planning a big challenge. Panelists discuss strategies that can help advisors.

How Referral Networks Can Help Retirement Advisors
Many referral networks are available to help advisors build their businesses. Learn how they work at this informative session.

Asset Allocation Challenge
How much of a retiree's portfolio should be dedicated to income investments and how much to equities, with the hope of fighting the effect of long-term inflation eating away at buying power? Panelists discuss how they allocate their clients' portfolios.

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