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3rd Annual Financial Behavior in Retirement Conference Training Class
Course ID: 32407
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3rd Annual Financial Behavior in Retirement Conference Training Seminar
Financial Behavior in Retirement
is the industry's defining event!
The ONLY event that that addresses the unique financial and emotional needs your largest client demographic....retirees.
In today's economic environment, with over 78 million baby boomers reaching retirement who have less access to pension income than their forebears, the management of individual wealth likely will make the difference between a comfortable retirement and a precarious one.
Advisors face the challenge of how to help their clients plan for future health costs, and deal with America's dysfunctional health system.
This conference will examine what we know about the way retirees make financial decisions, how advisors can be most effective in working with them, and what unmet needs the financial services industry should be looking to fill.
Conference Agenda from 2009. 2010 Agenda is TBD.
Day 1- 8:00-9:00am - Continental Breakfast in Exhibit Hall
- 9:00-9:15am - Conference Chairs' Opening Remarks
- 9:15-9:45am - Keynote Address - Tom Nelson, Chief Operating Officer of AARP
- 9:45-10:30am - Building a Retirement-Oriented Practice
- 10:30-11:00am - Morning Networking & Refreshment Break in Exhibit Hall
- 11:00-11:45am - Communicating with Retirees
- 11:45am-12:45pm - Panel Discussion: The New Role of the Financial Advisor as a Medical Social Worker
- 12:45-1:45pm - Luncheon for All Participants
- 1:45-2:45pm - Panel Discussion: Retirement Income: The Essential Decisions
- 2:45-3:15pm - Afternoon Networking & Refreshment Break in Exhibit Hall
- 3:15-4:30pm - Panel Discussion: Retirement Income Planning Solutions
- 4:30-5:15pm - Panel Discussion: Ethics, Regulation & Compliance
- 5:15-6:45pm - Cocktail Reception
Day 2- 8:00-9:00am - Continental Breakfast in Exhibit Hall
- 9:00-9:15am - Conference Chairs' Remarks
- 9:15-10:00am - Working with Multiple Generations
- 10:00-10:45am - Dealing with Power of Attorney: What Financial Service Providers Don't Know that Will Harm their Clients Health & Wealth!
- 10:45am-11:15pm - Networking & Refreshment Break
- 11:15-12:00pm - Panel Discussion: Planning for Longevity
- 12:00pm - Conference Concludes
Who Should Attend
Thought leaders and innovators in the independent, wirehouse, and banking advisory communities including:- RIAs
- Wealth Managers
- C-Level Executives from Top Planning Firms, Broker-Dealers, and other Financial Institutions
- Private Bankers
Venue Information
The Fairmount Chicago
200 North Columbus Drive
Chicago, IL 60601
Phone: (312) 565-8000
www.fairmount.com/chicago
Substitutions and Cancellations
Substitutions may be sent at any time. No refunds or letters of credit are available later than the event Cut Off Date (14 Days prior to start date). All cancellations must be made in writing, submitted within 90 days prior to the Cut Off Date of the event and will be subject to a cancellation fee equal to 50% off the registration fee or a Letter of Credit which will cause forfeiture of the entire registration fee but allow one admittance to a future SourceMedia event to be used in the same year.
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3rd Annual Financial Behavior in Retirement Conference Training Course Dates and Locations
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Course ID: 32407
| Course Duration: 1 Day
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Locations: |
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