Adviser to Adviser: Maximizing Retirement Income — Now

Tuesday, April 7, 2009

4:00 p.m. – 5:00 p.m. Eastern Time

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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

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