Sebastien Page, T. Rowe Price’s chief investment officer and head of global assets, will kick off the 11th annual Inside Retirement virtual conference next week on June 14 and 15. The event is being produced by Financial Advisor and The Money Show.
Page joins Loomis Sayles vice chairman Dan Fuss, Edelman Financial Engines co-founder Ric Edelman, retirement thought leader and academic Wade Pfau and more than 10 advisors and other experts for the two-day event.
Portia Capital Management chief investment officer Michelle Connell will discuss the effect of inflation on retirees and what advisors can do to dampen the risk with portfolio construction. Next Chapter managing principal Steve Gresham will share his latest research on how the best advisors are upgrading their services to meet the growing demands of pre-retirees and retirees.
Other speakers include Robert Laura, president of SYNERGOS Financial Group, who will talk about retirement intelligence and how advisors can understand and use it to enhance clients’ experience in their later years.
Erin Wood, senior vice president of financial planning and advanced solutions at Carson Group, will present ways advisors can use stories and pictures to help clients visualize concepts ranging from inflation to the full implication of a financial plan.
On June 15, Ric Edelman will take a look into the future of retirement and examine how increasing longevity will present a host of new challenges for advisors.
Dr. William Reichenstein and William Meyer, founders of the top-selling Income Solver retirement software program, will present a detailed look at tax-efficient retirement withdrawal strategies that can add value for retirees.