2009 Retirement Income Summit:
Adviser Solutions for Today and Tomorrow

Developed by the editors of InvestmentNews, the 2009 Retirement Income Summit: Adviser Solutions for Today and Tomorrow aims to provide financial advisers with the innovative strategies and practical solutions they need to better serve their clients’ retirement challenges.

Sessions will provide financial advisers with new strategies for helping clients secure a financially sound future. Learn strategies for:

Creating individual pension plans for a secure financial future

Minimizing income taxes on distributions of IRAs and other retirement plans

Generating income for clients about to retire or already in retirement

Determining which products - from variable annuities to target funds - are best suited to transition clients to retirement

A Technology Demo Lab with speaker, Naomi Scrivener, featuring retirement planning software tools, will also be open for advisers throughout the conference.

This program has been accepted by the CFP Board for 12 CE credits and by IMCA for 15 non-IMCA CIMA CE credits. It has also been accepted by the American College for 12 PACE credits.

2008 Summit Testimonials

"The hard work that went into the program and logistics showed: it was a top shelf educational experience... thanks." -Financial Adviser, 2008 Attendee

View the 2008 Summit Agenda and Speakers

This event is open to licensed financial advisers only. InvestmentNews reserves the right to refuse any registration not meeting our qualifications.

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