| 7:00 am – 5 pm |
Registration
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| 7:30 am – 8:00 am |
Breakfast with Exhibitors
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| 8:00 am – 8:10 am |
Opening Remarks and Chairperson Intro
Chairperson Welcome
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8:10 am – 9:00 am
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The Outlook Of Current And Future Retirees: George Walper Spectrem
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| 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
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| 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
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Breakout Session A: Annuities and Their Alternatives
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11:30 am-12:20 pm
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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
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| 1:30 pm – 2:00 pm |
Dessert Break with Exhibitors
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| 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
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Breakout Session B: Transforming Your Practice From an Accumulating Business to a Withdrawal Business
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3:50 pm – 4:20 pm
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Afternoon Break
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4:25 pm – 5:15 pm
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Breakout Session A: Using Alternative Investments in A Retirement Plan
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| 4:25 pm – 5:15 pm |
Breakout Session B: Planning And Transitioning For Advisors
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5:15 pm –7:00 pm
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Cocktail Reception with Exhibitors
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