Presentations

Please click on the links below to download the conference presentations.
Audio files of the conference sessions are also available for $345 (includes shipping).
Please contact Kristen Hensley at (212) 210-0451 or khensley@investmentnews.com for further information.

Day One: March 25th

Keynote Session: A Gentle Introduction to the Calculus of Retirement Income

Keynote Speaker:
Dr. Moshe A. Milevsky, Ph.D.
Associate Professor of Finance, Schulich School of Business, York University and Executive Director, The IFID Centre
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Planning and Preparing for your Client's Healthcare Costs:
What You Need to Know to Best Inform your Clients

Speakers:
Dr. Kathyrn McCabe Votava
President, GoodCare.com and Associate Professor of Clinical Nursing, University of Rochester
Lewis Walker, CFP®
Founder, Walker Capital Management Corp
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Retirement Regulatory Recap

Speakers:
James Delaplane, Jr
Partner, Davis and Harman, LLP
Dan Barry
Director of Government Relations, Financial Planning Association
Liz Varley
Vice President and Director of Retirement Policy, Securities Industry and Financial Markets Association

Moderator:
Sara Hansard
Washington Bureau Chief, InvestmentNews
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Day Two: March 26th

Implementation Strategies: Creating and Sustaining Your Client's Retirement Income

Speakers:
Charles Farrell, JD, LLM
Senior Portfolio Manager, Northstar Investment Advisors LLC
Eileen M. Sharkey, CFP®
Principal, Sharkey, Howes & Javer, Inc.
Margaret C. Starner, CFP®
Senior Vice President, Financial Planning, The Starner Group of Raymond James Associates Inc.

Moderator:
Vern Hayden, CFP®
President, Hayden Financial Group LLC
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Technology and Income Planning Solutions

Speakers:
Robert Eby
Financial Consultant, Investors Group
Rachel Meier, CFA, CFP®
Financial Assessment & Solutions Consultant, Edward Jones
Stephen L. Williams
Vice-President, Product Management, Harris Bank

Moderator:
Robert Ellis
Senior Analyst, Celent
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The Great Withdrawal Debate

Speakers:
David M. Blanchett, CFP®
Internal Consultant, Unified Trust Company
Robert J. Glovsky, CFP®, JD
President, Minz Levin Financial Advisors LLC
Sandeep Singh, PhD, CFA
Professor of Finance, State University of New York, Brockport

Moderator:
Evan Cooper
Senior Managing Editor, InvestmentNews
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