| 7:00 AM |
Registration / Continental Breakfast / Showcase Exhibits
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| 8:00 AM |
Introduction by Conference Chair
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| 8:00 AM |
Innovating the Experience:
The True Future of Retirement Income Security
For most Americans, achieving security in retirement has traditionally relied on access to quality advice and products designed to meet specific challenges facing retirees. According to Heather Dzielak, SVP of Retirement Income Security Ventures, Lincoln Financial Group, advice and product solutions are becoming only a part of the retirement security picture. In the future, financial services firms will compete on delivering an experience that engages and empowers consumers. In this session we will discuss how the industry can begin to address this critical departure from known competencies to the unknown.
Heather Dzielak
Senior Vice President, Retirement Income Security Ventures
Lincoln Financial Group
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| 8:40 AM |
The Process of Building a True Retirement Income Solution
Addressing the retirement income needs of the Baby Boomers represents a tremendous opportunity for the industry to help this segment finance longer retirement horizons. Hear how it will take more than constant product enhancements to provide true income solutions that consumers will need as they try to prepare for a financially secure retirement.
Eric Henderson
Senior Vice President, Individual Investments
Nationwide Financial
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| 9:20 AM |
NOW WHAT?
From Crisis to Opportunity with a New Income Solution
The American Retirement Crisis is the single most significant event in the history of the financial services industry. With millions of Americans expected to retire over the next 20 years, most advisors expect to benefit from the wave … but are advisors prepared to effectively address the shift from asset accumulation to income distribution? What will be the keys to meeting new client demands? How can advisors turn the retirement crisis into a significant business development opportunity?
Dr. Gregory Salsbury, PhD.
Executive Vice President
Jackson National Life
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| 10:00 AM |
Networking Refreshments / Showcase Exhibits
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| 10:30 AM |
It’s All About Attitude
A new study conducted by SecurePath by Transamerica discovered there is rampant optimism among baby boomers when it comes to thinking about the prospects of retirement. But that is highly contrasted with extreme anxiety among the same group when they are pressed to describe how ready they think they are for the next phase of life -- both for the transition itself and the financial support that’s needed.
Will Prest
Chief Marketing Officer
SecurePath by Transamerica
|
| 11:10 AM |
Panel Discussion
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: Ann Connolly, Director, Deloitte Consulting LLP
Laurence Greenberg
President and Chief Executive Officer
Jefferson National
Richard J. Lindsay
Senior Vice President
Life & Annuities Division
Symetra Financial
Steven R. Mabry
Vice President Annuity Product Development
AXA Equitable Life Insurance Company
|
| 12:30 PM |
Networking Luncheon
|
| 1:30 PM |
The Legal, Congressional and Taxation Issues on the Horizon
With a new President in November what does Washington have in store for the retirement industry in the next 12 months and beyond?
|
| 2:00 PM |
Panel Discussion
Addressing Key Challenges and Opportunities
Addressing Key Challenges and Opportunities
In this session we will address key issues including longevity risk, inflation, increasing health care cost, asset accumulation vs. income generation, and product proliferation to name a few.
Garth Bernard
President and CEO
Sharper Financial Group
(formerly Vice President, Product Strategy, MetLife)
Aaron Coates CFP® CIMA
Partner
Relevant Financial Planning LLC
Juan M. Ocampo
President
Trajectory Asset Management LLC
Michael D. Reese, CFP®, CLU, ChFC
President and Founding Principal
Mentor Laureate, LLC
|
| 3:15 PM |
Networking Refreshments / Showcase Exhibits
Sponsored by: Deloitte Consulting LLP 
|
| 3:45 PM |
Serving the Needs of the Middle-Market
Experts agree that life insurers should try to reach the middle-market. How can companies effectively satisfy the retirement income needs of the underserved middle-market and what are the potential profits?
Srinivas D. Reddy, CFA
Head of Income Strategies
ING Wealth Management
|
| 4:25 PM |
What Your Clients Need to Know About Managing Their Retirement Income
“When and how should I take income from my retirement savings?” Today’s retirement planning environment is complex. With longer life expectancies, rising health care costs, and fluctuating retirement savings values, generating a continuous income stream is an increasingly difficult challenge for all but the most well-prepared. Clients need to understand the challenges they will face before they retire in order to make informed decisions about when to retire and how to take distributions from their pension, 401(k)/457/403(b), IRAs and other personal retirement savings. Likewise, retirement advisors and counselors need to teach pre-retirees what they need to know to make a successful transition to retirement and manage their income so they can experience a retirement as beneficial and personally rewarding as they had dreamed.
Kevin S. Seibert, CFP, CRC, CEBS
Managing Director
International Foundation for Retirement Education (InFRE)
|
| 5:00PM |
Boomer Retirement Income:
Discover the Key to Personal Success in the Greatest Sales Opportunity of Our Lifetimes
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Discover which investing strategies make the most sense for retirees
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Learn how to position annuities properly in an overall approach to income-generation
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Lean how successful producers are utilizing new communications strategies to attract more retirement planning clients
David Macchia
Chief Executive
Wealth2k®
|
| 5:40 PM |
Cocktail Reception
|
| 6:30 PM |
Day One Concludes
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| |
Tuesday, October 21, 2008
|
| 7:30 AM |
Continental Breakfast / Showcase Exhibits
|
| 8:00 AM |
Recap of Day One Conference Chair
|
| 8:10 AM |
Managing Retirement Income Expectations
So you’ve helped your client build a retirement portfolio. Now what? Financial advisors today need to be more than just accumulation experts. Advisors today need to be experts on the distribution phase of retirement financial planning as well. They need to address longevity, inflation, and healthcare with their clients and offer strategies to help make their retirement income last a lifetime. Understand the role variable annuities can play today, hear tips on best sales practices, and learn how to maximize your wholesaler relationships.
Kirby Noel
Senior Vice President and National Sales Manager for the Financial Planner Channel of AXA Distributors, LLC.
|
| 8:50 AM |
Joint Presentation
Are Boomers Financially Ready for Retirement?
Matthew H. Scanlan
Managing Director and Head of Americas Institutional Business
Barclays Global Investors
Jonathan Cohen
Senior Fixed Income Strategist
Barclays Global Investors
|
| 9:30 AM |
Retirement Income Distribution: Thoughts from the Advisor's Perspective
Hear from an industry veteran about what advisors and their clients are really looking for with regard to income distribution. How do you move beyond a product-led approach? The session will discuss a model for categorizing expenses and linking them to income sources.
Briggs Matsko, CFP, Senior Planner and Executive Vice President, California Fringe Benefit |
| 10:00 AM |
Networking Refreshments / Showcase Exhibits
|
| 10:30 AM |
Building a Process-Focused Technology Solution
This panel discussion will focus on technology's place as an enabler of the financial planning process, rather than a shortcut to planning, and how today's tools can engage and empower consumers to think differently about security in retirement.
Marjorie Snelling
Vice President, Head of Sales
Retirement Income Security Ventures
Lincoln Financial Group
|
| 11:10 AM |
Panel Discussion:
Advising Boomers About Their Retirement
Mitch Anthony
President
Advisor Insights, Inc.
Joan E. Boros
Of Counsel
Jorden Burt LLP
Stephen Mitchell
Acting Chief Operating Officer
Retirement Income Industry Association (RIIA)
Dan Randall, CLU, ChFC, FLMI
Senior Associate, Product Sales
Registered Representative and Investment Advisor Representative of Equity Services, Inc, National Life
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