FA Retirement 2014
**Times subject to change**
April 1, 2015
7:00 am – 5:00 pm Registration
7:00 am – 8:00 am Breakfast in Exhibit Hall

8:00 am – 8:10 am Opening Remarks and Chairperson Welcome
David Smith, Financial Advisor and Private Wealth Magazines

8:10 am – 9:00 am Future of Retirement
9:05 am – 9:55 am Session A
Equity-Income Investing for Retirement
Clients entering what could be a retirement lasting three decades or more require a combination of income and capital appreciation. In this session, several institutional investors will discuss their strategies for providing investors with growth and income portfolios built to last.

9:05 am – 9:55 am Session B         
Tax-Efficient Retirement Withdrawal Strategies
As clients enter retirement, the need to protect their nest eggs takes on new urgency. Hear our experts discuss ways for clients to minimize the tax bite on retirement withdrawals and potentially maintain greater account balances as a result
10:00 am– 10:30 am Morning Network Break in Exhibit Hall

10:35 am – 11:25 am   Session A      
What Clients Don’t Know About Medicare That Could Wreck Their Retirement
With cutbacks in Medicare and private health insurance and as the cost of medical care grows, more people are worried about how they can retire and afford health care. Dr. Katy Votava, a Medicare expert, will discuss these challenges and provide examples of how you can help clients plan for these costs.

10:35 am – 11:25 am Session B      
Low-Volatility Investing For Retirement
One of the major lessons of the last decade is how damaging a bear market can be to people just beginning retirement. So-called sequential risk—retiring in a year like 2001 or 2008—can permanently impair a client’s capital and put them in a hole from which it can become impossible to escape. The upshot is that many investment companies and advisors have created low volatility portfolios so that clients’ assets suffer minimal damage in the event of a bear market and survive to play another day.

11:30 am – 12:20 pm Session A    
Income-Producing Alternatives to Bonds
Panelists will discuss alternatives to bonds that can produce a reliable stream of current income for retirees. Many of these alternatives provide higher yields than traditional bonds, low volatility and low correlation to other investments, and can provide portfolio diversification benefits. These investments may also help clients match income against long term liabilities.

11:30 am – 12:20 pm   Session B        
Analyzing the Financial Assumptions behind Annuities
12:25 pm – 1:35 pm Luncheon Address
Nick Murray
 1:40 pm – 2:30 pm Dessert Break in Exhibit Hall
2:35 pm – 3:25 pm Session A        
Longevity: The impact on LTC and Social Security Strategies
Life expectancy has a significant impact on retirement income planning.  This session will focus how longevity impacts Long Term Care solutions and Social Security strategies.  Hedging strategies to mitigate longevity risk will be discussed next to health care costs and Social Security claiming decisions.

2:35 pm – 3:25 pm Session B        
Making Retirement Meaningful

3:30 pm – 4:20 pm Session A
Delivering Better Retirement Outcomes
Two nationally known and respected financial advisors address why different software programs result in dramatically different projected outcomes and how advisors can integrate different approaches, such as cash flow vs. capital needs analysis.

3:30 pm – 4:20 pm Session B
4:25 pm – 5:15 pm Session A    
5:15 pm – 6:30 pm Cocktail Reception with Exhibitors
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April 2, 2015  
7:00 am – 8:00 am Breakfast in Exhibit Hall
8:00 am – 8:10 am Opening Remarks and Chairperson Recap
8:10 am – 9:00 am Star Investors Examine Factors Affecting Markets And Alternatives
Participants will share their outlook on the U.S. and the global economy, as well as the direction of the financial
markets. Other topics include the psychology of both individual clients and professional investors, lessons learned
about basic tenets of finance like MPT and buy and hold, and what role alternative investments play in their clients’
portfolios in the future.  


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