IN Academy

2012 Retirement Income Summit
Insights. Strategies. Solutions.

Monday, April 30, 2012 - May 1, 2012

Attend the 2012 Retirement Income Summit and get the tools, actionable insights and tactics you can implement immediately to generate, increase and protect retirement income.

Sessions will cover:

* The seven most important equations of retirement income planning - and how to use them
* A look at the regulatory and legislative forces at work in Washington
* A retirement-income approach to equity investing with a focus on dividends
* Defusing the healthcare-cost time bomb
* The little-known secrets of Social Security and Medicare
* Everything you don't know about IRAs that can help (and possibly harm) your clients More »

Accepted for CE credit by: This program is pending CE credit approval by the CFP Board.

Evolving Emerging Market Strategies

Portfolio Manager Viewpoints with John P. Calamos, Sr. of Calamos Investments

How financial advisers can access today's opportunities with lower volatility in emerging market portfolios.

Evolving trends have positioned the emerging markets to potentially fuel the entire world’s growth over the next decade. Allocating to emerging markets as a core part of the portfolio will likely be a key strategy for many advisers seeking to capitalize on opportunities in this rapidly changing world, according to John P. Calamos Sr.

Join Mr. Calamos in this live, interactive webcast as he discusses how advisers can access the growth opportunities their clients need - while also managing the risk in this space.

Accepted for CE credit by: Accepted for 1 CE credit by the CFP Board.

The Options Course for Advisers and Planners

This course will provide advisers with an understanding of options, paying particular attention to the concepts, mechanics and intricacies that accompany these powerful tools. Accordingly, this course will introduce exchange-traded derivatives to advisers through detailed case studies, which highlight the steps advisers must observe as they implement options within their practice. Furthermore, there will be an emphasis on adding income, boosting risk adjusted rates of return and managing concentrated equity positions. In addition, advance techniques will be presented that aid in minimizing the tax burden on client portfolios. Upon completion of this course, advisers will possess the practical knowledge to actively budget the amount of risk within client portfolios.

The Options Institute, a division of the CBOE, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Ave. North Ste 700 Nashville TN 37219 or www.nasba.org More information »