Agenda

7:30 AM  Registration / Continental Breakfast / Showcase Exhibits

8:30 AM  Introduction by Conference Chair

John Sullivan, Editor-in-Chief, Boomer Market Advisor

8:45 AM  Keynote Address—Rethinking Retirement: Learn what Americans Want and Need from Advisors in the Wake of the Financial Crisis
The financial crisis has been a big wake-up call for Americans—causing them to rethink their spending and saving habits as well as their dreams and hopes for retirement. This new retirement reality spells opportunity for advisors. Find out what Americans are looking for now and how you can be their trusted resource for rebuilding the bridge to retirement.

Dan Houston, President of Retirement and Investor Services, Principal Financial Group

9:30 AM  Finding Retirement Income Success in the Post-Madoff, Post-Lehman, Post-AIG World
The economic meltdown has ignited a revolution in retirement income. Our traditional product culture is being supplanted by a new, outcome-driven “framework culture” that better manages the investment risks retirees face. Learn how new technology is creating enduring frameworks that will maximize retirement income investing success while mitigating risks.

David Macchia, Chief Executive Officer, Wealth2k®

10:15 AM   Networking Refreshments / Showcase Exhibits

11:00 AM  Retirementology: New Thinking for the Post-Meltdown Era
This session will explore a new way of thinking for the post-meltdown era. With consumer confidence at record lows and Baby Boomers doubting their ability to retire, advisors are faced with the task of rebuilding client confidence and finding innovative solutions to the increasingly complex retirement income puzzle.

Retirementology will help advisors:

• Identify the classic mistakes investors make with their thinking and behavior in the key areas of spending, saving and investing;
• Understand how the financial meltdown has amplified the impact of these mistakes; and
• Connect the mistakes to the retirement planning process and recommend solutions.

With trillions of dollars in retirement assets disappearing over the last year, many advisors are finding that managing a client’s emotions is just as important as managing their money – Dr. Salsbury’s presentation will give advisors the tools to do both more efficiently.

Dr. Gregory Salsbury, PhD, Executive Vice President, Jackson National Life  

11:45 AM  Morningstar's Latest Mutual Fund Research
In this session, attendees will hear from John Rekenthaler as he discusses Morningstar’s latest mutual fund research.

John Rekenthaler, VP of Research and New Product Development, Morningstar

12:30 PM  Networking Luncheon

1:45 PM  A View Across the Silos; The Perspective of RIAA

2:45 PM  Identifying Trends and Future Developments for Investment-Oriented Retirement Income Solutions
The session will provide an analysis of the big-picture trends and developments shaping the near-term outlook and long-term future of the retirement income market.

Moderator:
Jamie Green, Editor-in-Chief, Investment Advisor

Panelists:
Safia Mehta, Investment Director Global Services, Alliance Capital
Paul Siegert, President & CEO, Insurance Studies Institute

 

3:30 PM  Networking Refreshments / Showcase Exhibits

4:00 PM  The Retirement Management Analyst Designation (RMA)
The Retirement Income Industry Association (RIIA) is the industry’s premier member driven association, and the only industry association to bring together industry leaders in money management, insurance, banking and distribution to create a unique “view across the silos”. Based on this unique perspective and drawing upon the expertise of its diverse membership, RIIA is launching the RMA, the first financial advisor training program and designation focused specifically on helping clients with the many complex challenges of retirement income security and management. Learn how attaining the RMA designation can help impart the confidence your clients demand in your ability to service them.

Stephen Mitchell, Chief Operating Officer, Retirement Income Industry Association (RIIA)

4:45 PM  401(not ok)
The overwhelming need for retirement income products and strategies has been top-of-mind for 401(k) service providers for what seems like forever. Target date funds, retirement income funds and a host of others are now on the market. But how well are they doing, especially in the current crisis? When quarterly 401(k) statements arrive in client mailboxes, anxiety rises. Devastating losses have them rightly wondering how long their assets and retirement income could possibly last. Our panel of experts will focus on what went right, what went wrong and what can be learned to most effectively move forward.

5:30 PM   Networking Cocktail Reception

6:30 PM   Day One Concludes

 7:45 AM   Continental Breakfast / Showcase Exhibits

 8:45 AM   Day One Recap

 9:00 AM  Keynote Address: The Convergence of Insurance and Investment Products

This keynote address will discuss the implications on the retirement income planning profession of incorporating mortality and longevity risks into the asset allocation decision. Attendees will also hear specifically about the impact on product development, distribution and training.

Chris Blunt, EVP, Retirement Income Security, New York Life Insurance Company

9:45 AM  Bridging the Gap
With retirees dealing with a credit crunch, housing crisis and global economic meltdown, outliving their retirement savings is becoming more of a reality.  In order for advisors to address and begin to solve these issues, working with the product providers has become much more important.  In this session advisors and product providers will discuss what new products and forms of collaboration are needed between them as more complex retirement strategies are needed to meet their clients’ needs. 

11:00 AM  Keynote Address: Brave New World

The investing world has changed, the regulatory world has changed, client expectations have changed. The CEO of Pershing Advisor Solutions maps out the challenges and suggests the business strategies advisors must employ to succeed in this new world.

Mark Tibergien, CEO, Pershing Advisor Solutions LLC

12:00 PM  Conference Concludes

1:00 PM  Post Conference Workshop: Strategies for Managing Retirement Income—Positioning Financial Professionals to Serve the Growing Retirement Income Market

This workshop will bring together expert knowledge and sound planning techniques that will help retirement advisors identify and manage risks during the distribution phase. The four-hour workshop will cover:

• The six-step process to create a retirement income plan
• The four greatest risks retirees face and the ways to manage them
• The importance of evaluating a retiree’s total retirement savings picture
• When and how to liquidate assets
• Tax and income distribution issues retirement professionals should know about
• How to consolidate and reposition retirement resources to last a lifetime

Kevin S. Seibert CFP, CEBS, CRC, Principal, InFRE Retirement Resource Center

3:00 PM  Refreshment Break

3:15 PM  Post Conference Workshop Con’t

5:15 PM  Post Conference Workshop Concludes