Friday, November 20, 2009
Register  |  Subscribe  |  Rss Icon RSS  |  Current Issue
e-Newsletters
Surveys
Events
Resources

Adviser to Adviser: Maximizing Retirement Income — Now



Tuesday, April 7, 2009
4:00 p.m. – 5:00 p.m. Eastern Time
View the Archive

This program has been accepted by the CFP Board for 1 CE credit and by IMCA for 1 non-IMCA CIMA credit. It has also been accepted by the American College for 1 PACE credit.
Download the non-IMCA CIMA CE submittal form

Viewers are eligible for CE credit up to 1 year from the live event.

How to successfully recover asset losses to meet the retirement income needs of retirees and near-retirees

Key topics covered during the webcast include:
  • The optimal allocations to provide lifetime income
  • Choosing the best new products
  • Determining distribution rates
  • How Washington will shape retirement income

Listen to our expert panelists discuss the challenges of rebuilding and reshaping portfolios now to meet retirement income needs.

Moderators:
Evan Cooper
Deputy Editor
InvestmentNews
Mark Bruno
Reporter
InvestmentNews

Panelists:
Beth L. Blecker, RFC, CSA
President and CEO
Eastern Planning Inc.
Bart R. Bonga, AIF
Vice President
Rothschild Investment Corp.
Pamela Hess, CFA
Director of Retirement Research
Hewitt Associates LLC

View the Archive

Sponsored by:









Fund Data Provided by
Markets Data Provided by
Lipper QuoteMedia