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
| Location: | Chicago, IL |
| CE credits offered: | This program is pending CE credit approval by the CFP Board. |
| Website: | InvestmentNews.com/Summit |
Monday, October 22, 2012 - October 23, 2012
Are you making the most of alternative investments?
Join experts who will help you build client portfolios to increase returns and mitigate risk at 2012 InvestmentNews Alternative Investments Conference. You'll learn about commodities, currencies, futures, precious metals, oil and gas, and real estate, as well as the alternative strategies, vehicles and structures you need to serve clients in today's uncertain times.
Who Should Attend:
Advisers from the entire spectrum of the advice business - wealth managers at wirehouses, regional firms and independent broker-dealers; registered investment advisers; hybrid advisers; family office executives; financial planners; private bankers and certified public accountants - will benefit from the chance to learn and network.
Why You Should Attend:
Attendees will enhance their ability to diversify clients' portfolios, mitigate risk and enhance overall performance through the use of alternatives.
They will:
* Learn how alternative strategies once limited to hedge funds - including long-short, directional, relative value and absolute return - now may be employed through mutual funds.
* Discover how alternative investments can complement and enhance existing asset management and investment strategies.
* Find out which institutional techniques work - and which don't - for individual investors.
* Understand the costs, plusses and minuses of different alternative structures and vehicles.
* Gain a deeper understanding of commodities, currencies, alternative ETFs, futures, managed futures, oil and gas, precious metals, private equity and other alternative investments.
* Explore the many ways to access real estate.
* Obtain insights from other advisers about communicating with clients about the risks and benefits of alternative investments.
| Venue: | Fairmont Chicago Millennium Park |
| Location: | Chicago, IL |
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