FA Retirement 2014
Retirement_2014


2013 Agenda
**Times subject to change**

Click on session title for presentation slides. Not all presentations have slides available.

Tuesday, March 12, 2013

7:00 am – 5:00 pm Registration
 
7:30 am – 8:00 am Breakfast with Exhibitors
David Smith Opening Remarks and Introduction
 
8:00 am – 8:10 am Chairperson Welcome
Michael Weil, Realty Capital Securities
 
8:10 am – 9:00 am Opening Keynoter
Robert Reynolds, Putnam Funds, Putnam Investments   

 
9:05 am – 9:55 am Asset Allocation for Retirement Investing
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.

Accepted for 1 CFP® Board CE Credit and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
 
10:00 am – 10:30 am Morning Networking Break with Exhibitors
 
10:35 am – 11:25 am Retirees and Health Care Issues
 With the national debate continuing on health care and costs for medical coverage rising faster than inflation, clients are more concerned than ever about how they will pay for theses costs, particularly as they grow older. Experts on this panel provide ideas and analysis on choices for clients on saving, insurance, Medicare and more that can position them in the best way possible to handle these expenses.

Accepted for 1 CFP® Board CE Credit and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
 
11:30 am – 12:20 pm 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.   
Speaker: Hannah Shaw Grove

Accepted for 1 CFP® Board CE Credit and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
 
12:20 pm – 1:35 pm Lunch Keynoter
Mitch Anthony, Founder and President
of Advisor Insights Inc.

   
1:40 pm – 2:10 pm Dessert Break with Exhibitors
 
 2:15 pm – 3:05 pm BREAKOUT SESSION A
Retirement Income: Confronting the Challenges
Advisors need to be ready for the complex task of managing retirement income. 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. 

Accepted for 1 CFP® Board CE Credit and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
 
2:15 pm – 3:05 pm BREAKOUT SESSION B
Social Security Income: How It Fits Into
Retirement Planning

Social Security is a significant percentage of income for many retirees.  What should advisors consider in trying to maximize it for clients? How should it be considered when building retirement plans?

Accepted for 1 CFP® Board CE Credit and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
 
3:10 pm – 3:40 pm Afternoon Break with Exhibitors
 
3:45 pm – 4:35 pm Making Retirement Meaningful In Challenging Times
Retirement in a tough economy presents a set of challenges few of today’s retirees expected when they were working. But the bigger challenges of making retirement meaningful remain the same. In this session, two leading experts on retirement and financial life planning will discuss how clients are finding ways to make their lives purposeful in the current environment.
Accepted for 1 CFP® Board CE Credit and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
 
4:40 pm – 5:10 pm Distinctly Different:
Ya Gotta Stand out Workshop Overview

Don Connelly, Don Connelly & Associates

In this presentation Don explains the importance of Advisors getting away from the pack and competing with themselves, not others, in order to truly become successful. He encourages Advisors to develop their own brand and not let others build their brand for them. He shares stories and ideas that successful Advisors have used to separate themselves from the pack.  Advisors will leave this presentation with a new passion for honing and developing their brand.
 
5:15 pm – 6:30 pm Cocktail Reception with Exhibitors

Sponsored by  
Realty Capital Securities
 

 

Wednesday, March 13, 2013

7:30 am – 8:00 am Breakfast with Exhibitors
David Smith Opening Remarks and Introduction
 
8:10 am – 9:00 am A Look Inside The Minds Of
Pre-Retirees and Retirees

George Walper, CEO, Spectrem Group

In this general session, George Walper, CEO of the nation’s leading market research firm studying affluent Americans, will provide insights into the views and attitudes of Americans  who are approaching retirement or who have retired. He will examine their concerns, fears and goals, as well as what they expect  from their financial advisor. Four years after the financial crisis ended, are clients still as conservative as they were then? Walper will explain where their attitudes changed and where they remain the same.

 
9:05 am – 9:55 am Retirement Withdrawal Controversies
How much of their savings can a retiree withdraw without running out of money?  In this session advisors discuss their strategies, methodology and reasoning and place them in the context of real life situations.

Accepted for 1 CFP® Board CE Credit and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
 
10:00 am – 10:50 am When To Use Alternative Investments
in A Retirement Plan

This panel will examine the place for alternative investments within an overall portfolio asset allocation. They will discuss the major categories and subcategories of alternative investments, including their market size and suitability, as well as risks and potential benefits to clients. They will also share which alternatives make most sense under different economic/market conditions.

Accepted for 1 CFP® Board CE Credit and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
 
10:55 am – 11:30 am Morning Networking Break with Exhibitors
 
11:35 am – 12:25 pm BREAKOUT SESSION A
401(k) Planning: Why More Advisors Are Making 401(k) Planning A Part Of Their Practices
More people must rely on 401(k) plans provided by employers to save for retirement, but many business owners don't have the time or expertise to find the best plan. Financial advisors are in the best position to fill the void, and the number of retirement plan advisors is expected to grow 50% in the next three years alone, according to reports. Participants on this panel will discuss why the time is right for more advisors to consider retirement plan advising and what they can do to build a successful practice in this area.

Accepted for 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
 
11:35 am – 12:25 pm BREAKOUT SESSION B
Later Stage Health Care Issues
Lewis Walker, CFP, a well-known financial advisor and investment coach, addresses later-stage health care planning for aging baby boomers and their parents. Having the right conversations with clients to help them address these issues is paramount. Walker guides advisors through the process of taking a holistic approach to health care planning and increasing their value to clients.

Accepted for 1 CFP® Board CE Credit and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations
 
12:25 pm – 1:35 pm Lunch Keynoter
Ron Paul, Congressman, Texas

 
1:40 pm – 2:30 pm 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.
Accepted for 1 CFP® Board CE Credit and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations

 
2:30 pm Conference Ends        
 

 

 


 

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