2008 Retirement Income Summit

Adviser Solutions for Today and Tomorrow

The 2008 Retirement Income Summit was a success. Thank you to all those who attended, we look forward to seeing you again next year. The 2008 Retirement Income Summit was developed by the editors of InvestmentNews specifically for financial advisers and covered some of the most important topics on retirement income.

The InvestmentNews 2008 Retirement Income Summit: Adviser Solutions for Today and Tomorrow provided one and a half days of targeted sessions designed to help advisers help their clients navigate this new territory.

This program has been accepted by the CFP Board for 13 CE credits.

Audio of the 2008 Retirement Income Summit is now available for purchase. For more information please contact Kristen Hensley at khensley@investmentnews.com or 212-210-0451.

Recorded sessions include:

Tuesday, March 25

1. Welcome and Setting the Scene
Speaker: Jim Pavia

2. Planning and Preparing for Your Client’s
Healthcare Costs: What You Need to Know
to Best Inform Your Clients
Speakers: Dr. Kathryn McCabe Votava, Lewis Walker

3. Retirement Regulatory Recap
Speakers: James Delaplane, Jr., Dan Barry, Liz Varley
Moderator: Sara Hansard

Wednesday, March 26

4. Implementation Strategies: Creating and
Sustaining Your Client’s Retirement Income
Speakers: Charles Farrell, Eileen Sharkey,
Margaret Starner | Moderator: Vern Hayden

5. Technology and Income Planning Solutions
Speakers: Rob Eby, Rachel Meier, Stephen Williams
Moderator: Robert Ellis

6. Keynote Session: The New Retirement Essential:
Where to Find Guaranteed Income
Moderator: Consuelo Mack | Speakers: Bob Doll,
Dan Fuss, Brett Hammond

7. The Great Withdrawal Debate
Speakers: David Blanchett, Robert Glovsky,
Sandeep Singh | Moderator: Evan Cooper

Total Cost: $345 (includes shipping)

Format: MP3 CD

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