Exceed Your Clients' Retirement Income Expectations

Conference Overview

Today's volatile markets and low interest rates make it difficult to deliver the level of retirement income your clients expect. The 2012 Retirement Income Summit provided the solutions for the challenges that advisers face when generating, increasing and protecting their clients' retirement income.

This focused conference featured recognized experts in retirement policy, behavioral finance, portfolio theory, demographics, insurance, Social Security, estate planning and taxation who will shared their latest strategies and insights — which advisers can take back to their clients and implement immediately.



2012 RETIREMENT INCOME SUMMIT
DATE:
April 30 - May 1, 2012
VENUE: The Westin Chicago River North | Chicago, IL

This program is approved by the CFP Board for 13.5 CE credits and IMCA for 13.5 CIMA®/CIMC®/CPWA® CE credits.

Conference Topics

What attendees learned:

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

Who attended:

— Financial planners
— Financial advisers
— Investment advisers
— Registered representatives
— Securities brokers
— Owner of financial planning firm
— Manager of financial planning firm
— Owner of investment advisory firm
— Manager of investment advisory firm
— Industry professionals interested in retirement income

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Conference Related

Retirement Income Discussion Group

Listen to the recording of the February 7 conference call. The date of our next call is TBD.

To join the Retirement Income Discussion Group please send us your contact information.

2012 Sponsors
GOLD SPONSOR
Allianz
Silver Sponsor
Cole CapitalInvescoNatixis

FEATURED SPEAKERS

KEYNOTE SPEAKER:

Moshe A. Milevsky

Executive Director, IFID Centre

Natalie Choate

Nutter McClennen & Fish LLP

James M. Delaplane

Principal, Government Relations, Vanguard

Exceed Your Clients' Retirement Income Expectations

Conference Overview

Today's volatile markets and low interest rates make it difficult to deliver the level of retirement income your clients expect. The 2012 Retirement Income Summit provided the solutions for the challenges that advisers face when generating, increasing and protecting their clients' retirement income.

This focused conference featured recognized experts in retirement policy, behavioral finance, portfolio theory, demographics, insurance, Social Security, estate planning and taxation who will shared their latest strategies and insights — which advisers can take back to their clients and implement immediately.



2012 RETIREMENT INCOME SUMMIT
DATE:
April 30 - May 1, 2012
VENUE: The Westin Chicago River North | Chicago, IL

This program is approved by the CFP Board for 13.5 CE credits and IMCA for 13.5 CIMA®/CIMC®/CPWA® CE credits.

Conference Topics

What attendees learned:

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

Who attended:

— Financial planners
— Financial advisers
— Investment advisers
— Registered representatives
— Securities brokers
— Owner of financial planning firm
— Manager of financial planning firm
— Owner of investment advisory firm
— Manager of investment advisory firm
— Industry professionals interested in retirement income

<
Conference Related

Retirement Income Discussion Group

Listen to the recording of the February 7 conference call. The date of our next call is TBD.

To join the Retirement Income Discussion Group please send us your contact information.

2012 Sponsors
GOLD SPONSOR
Allianz
Silver Sponsor
Cole CapitalInvescoNatixis

FEATURED SPEAKERS

KEYNOTE SPEAKER:

Moshe A. Milevsky

Executive Director, IFID Centre

Natalie Choate

Nutter McClennen & Fish LLP

James M. Delaplane

Principal, Government Relations, Vanguard

Exceed Your Clients' Retirement Income Expectations

Conference Overview

Today's volatile markets and low interest rates make it difficult to deliver the level of retirement income your clients expect. The 2012 Retirement Income Summit provided the solutions for the challenges that advisers face when generating, increasing and protecting their clients' retirement income.

This focused conference featured recognized experts in retirement policy, behavioral finance, portfolio theory, demographics, insurance, Social Security, estate planning and taxation who will shared their latest strategies and insights — which advisers can take back to their clients and implement immediately.



2012 RETIREMENT INCOME SUMMIT
DATE:
April 30 - May 1, 2012
VENUE: The Westin Chicago River North | Chicago, IL

This program is approved by the CFP Board for 13.5 CE credits and IMCA for 13.5 CIMA®/CIMC®/CPWA® CE credits.

Conference Topics

What attendees learned:

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

Who attended:

— Financial planners
— Financial advisers
— Investment advisers
— Registered representatives
— Securities brokers
— Owner of financial planning firm
— Manager of financial planning firm
— Owner of investment advisory firm
— Manager of investment advisory firm
— Industry professionals interested in retirement income

<
Conference Related

Retirement Income Discussion Group

Listen to the recording of the February 7 conference call. The date of our next call is TBD.

To join the Retirement Income Discussion Group please send us your contact information.

2012 Sponsors
GOLD SPONSOR
Allianz
Silver Sponsor
Cole CapitalInvescoNatixis

FEATURED SPEAKERS

KEYNOTE SPEAKER:

Moshe A. Milevsky

Executive Director, IFID Centre

Natalie Choate

Nutter McClennen & Fish LLP

James M. Delaplane

Principal, Government Relations, Vanguard

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Conference Overview

Today's volatile markets and low interest rates make it difficult to deliver the level of retirement income your clients expect. The 2012 Retirement Income Summit provided the solutions for the challenges that advisers face when generating, increasing and protecting their clients' retirement income.

This focused conference featured recognized experts in retirement policy, behavioral finance, portfolio theory, demographics, insurance, Social Security, estate planning and taxation who will shared their latest strategies and insights — which advisers can take back to their clients and implement immediately.



2012 RETIREMENT INCOME SUMMIT
DATE:
April 30 - May 1, 2012
VENUE: The Westin Chicago River North | Chicago, IL

This program is approved by the CFP Board for 13.5 CE credits and IMCA for 13.5 CIMA®/CIMC®/CPWA® CE credits.

Conference Topics

What attendees learned:

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

Who attended:

— Financial planners
— Financial advisers
— Investment advisers
— Registered representatives
— Securities brokers
— Owner of financial planning firm
— Manager of financial planning firm
— Owner of investment advisory firm
— Manager of investment advisory firm
— Industry professionals interested in retirement income

<
Conference Related

Retirement Income Discussion Group

Listen to the recording of the February 7 conference call. The date of our next call is TBD.

To join the Retirement Income Discussion Group please send us your contact information.

2012 Sponsors
GOLD SPONSOR
Allianz
Silver Sponsor
Cole CapitalInvescoNatixis

FEATURED SPEAKERS

KEYNOTE SPEAKER:

Moshe A. Milevsky

Executive Director, IFID Centre

Natalie Choate

Nutter McClennen & Fish LLP

James M. Delaplane

Principal, Government Relations, Vanguard