2011 Retirement Income Summit:
Insights. Strategies. Solutions.

2011 Retirement Income Summit
Insights. Strategies. Solutions.

Trying to deliver a financially secure future to your clients?
The 2011 InvestmentNews Retirement Income Summit will show you how.

Don't miss this one-of-a-kind opportunity to learn the latest in retirement income from experts in investing, risk management, economics and psychology.

Speakers Include:

J. Mark Iwry
U.S. Treasury Department

Consuelo Mack
Consuelo Mack WealthTrack

Matthew McLennan
First Eagle Funds

David J. Winters
Wintergreen Fund

Sessions will cover:

  • Where to find returns and guarantees in today's investment environment
  • A top Washington insider's view on developments affecting retirement
  • Why what you don't know about variable annuities can harm your clients
  • Why alternatives?Why now?
  • Practical application of annuities in retirement portfolios
  • How video technology will change retirement income planning
  • How to prepare clients for unexpected retirement

This program has been accepted by:

  • CFP Board, for 13 CE credits
  • IMCA, for 14 CIMA®/CIMC®/CPWA® CE credits


This event is open to licensed financial advisers only. InvestmentNews reserves the right to refuse any registration not meeting our qualifications.
2012 Sponsors

FEATURED SPEAKERS

KEYNOTE SPEAKER:

Moshe A. Milevsky

Executive Director, IFID Centre

Natalie Choate

Nutter McClennen & Fish LLP

James M. Delaplane

Principal, Government Relations, Vanguard