Course/Product Description Title: 3rd Annual Financial Behavior in Retirement Conference Duration: 2 days Description: 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. About The Provider: SourceMedia Conferences & Events attract over 20,000 attendees world-wide. The content, which mirrors the mission of our publications and developed exclusively through market-driven research, embraces a variety of formats, including: conferences, executive roundtables, expositions, Web seminars, custom events and podcasts. With over 70 events annually, we provide participants with premier content as well as access to the industry's top solution providers. Events cover a range of topics including: Cards, Banking, Insurance, Financial Services, Accounting, Capital Markets, Collections and Credit Risk, information Technology, Employee Benefits, Mortgages, etc. Price: $895.00 More Info: Contact Us For More Information

Keywords For This Course:
Retirement Planning, Asset Protection