2012 Speaker Presentations
Click the session name to download the presentation slides


Monday, May 7, 2012

9:05 am - 9:55 am Breakout Session A:  Strategies for Managing Retirement Income

 

 
9:05 am - 9:55 am Breakout Session B: Longevity and LTC Insurance

 

 
10:35 am-11:25 am Breakout Session A: Preparing And Practicing For Retirement
 
11:30 am-12:20 pm Breakout Session A:  Annuities and Their Alternatives

 

 
11:30 am-12:20 pm  Breakout Session B: Working With The Affluent Retiree

 

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

 

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

 

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

 

 
4:25 pm - 5:15 pm Breakout Session B:  Planning And Transitioning For Advisors

 

 


Tuesday, May 8, 2012

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

 

 
10:35 am - 11:25 am Breakout Session A: What's Next For Defined Contribution Plans
 
10:35 am - 11:25 am Breakout Session B: Role Of Equity Funds In A Retirement Plan
 
 2:05 pm - 2:55 pm New Developments in Retirement Planning Software
 
3:00 pm - 3:50 pm  What's the Damage? The Impact of Medicare on Retirement Planning