2019 Agenda

Posted on

May 1, 2019

11:30 am – 12:20 pm
Mercer Ballroom
Early-Bird Attendees!

Laura Carstensen
As part of your retirement conference registration, you are welcome to attend the final keynote address at our Invest In Women conference by Laura Carstensen, director of the Stanford Center on Longevity at Stanford University.

A Long Bright Future
CE Credits: 1 hour CFP Board and I&WI approved
What does it take to live to be 100? Dr. Carstensen, a co-founder of the Stanford Center on Longevity, will dive into four basic principles to guide thinking about long lives: envision, design, diversify and invest.
• Can you imagine ways to enjoy life as you age? Imagine what it will be like to live to a healthy, happy 100.
• Are you making good choices in your daily life? Your chances of enjoying good health, fiscal stability and mental sharpness increase with good daily choices.
• Are you thinking differently about how to diversify your life? With more decades of life, you need to think differently.
• Are you investing in yourself? Continue learning, exploring, playing, and support changes at work, in education and in government that will set the pace for generations to come.

1:15 pm – 2:00 pm
Ellington Ballroom
Exhibit Hall Is Open For Refreshments

2:00 pm – 2:10 pm
Mercer Ballroom
Introduction: Welcome To Inside Retirement
David Smith and Dorothy HinchcliffFinancial Advisor Magazine

2:10 pm – 3:00 pm
Mercer Ballroom
Opening Keynote Address: Longevity: The New Inequality©
Nick Murray
CE credits: 1.0 hour CFP Board and I&WI approved
We planners are inured to the reality that people chronically underestimate their life expectancy, and that they therefore pay too little attention to investing for the maintenance of purchasing power in retirement. But beyond that, what we may be seeing is our client base—the so-called mass affluent—actually pulling away from the (demographic) pack with respect to longevity. They don't just have higher incomes than average; they eat healthier, exercise more and follow doctors' orders. Above all, they're better educated, and evidence continues to suggest a powerful link between education and life expectancy. This talk focuses on redoubling our efforts to press the issue of eroding purchasing power over longer retirements.

3:10 pm – 4:00 pm
Overlook East Ballroom
Conviction And Passion: Building The Twin Pillars Of Success
The financial services profession is evolving at a pace too rapid to fully grasp. We are facing massive regulatory hurdles, aging clients, the explosion of "robo-advice" and three new generations of clients with significantly different values.
But there are two foundational truths we can embrace and upon which we can build our entire business.
First is CONVICTION: an unshakable belief in the extraordinary and unique power we have to do great things for people who so desperately need our help.
Second is PASSION: the driving force and energy source that inspires and motivates us every day to get out there, face the storm and save people’s lives.
This program will arm you with the tools and skills needed to build and strengthen the two pillars of all success. It will help you learn how best to harness that power to drive business growth and personal joy!
Frank Maselli, The Maselli Group

Overlook West Ballroom
The Retirement Planning Toolbox
Good technology helps give you an important edge when it comes to helping clients determine what they need to finance a long, happy retirement. Hear from experts on the latest options available and how these tools will help you run your business more efficiently and effectively.
Sheryl Brown, Sigma Financial Corporation and Parkland Securities LLC
Susanne Frank, Broadridge
Ellie Hull, Riskalyze
Steve Levis, eMoney Advisor

4:10 pm – 5:10 pm
Mercer Ballroom
Keynote Address: Retirement Planning And Investing Strategies That Keep Cash Flow Up and Health-Care Costs Down
Dr. Katy Votava, GOODCARE.com
CE credits: 1.0 hour CFP Board and I&WI approved
A registered nurse, Katy Votava is an expert in health-care reimbursement and outcomes, including those related to Medicare, Medicaid and long-term care. A major focus of her research is health-care costs for people during their retirement years, and during this session she reveals new insight on how to help clients.

5:20 pm – 6:30 pm
Ellington Ballroom
Cocktail Party In Exhibit Hall

May 2, 2019

7:00 am – 7:50 am
Ellington Ballroom
Breakfast In Exhibit Hall

8:00 am – 8:50 am
Overlook East Ballroom
Millennial Children Will Impact Parents’ Retirement More Than Earlier Generations
CE credits: 1.0 hour CFP Board and I&WI approved
More than ever before, it’s critical for advisors to meet with their clients’ children in order to provide more comprehensive planning. Millennials are more likely to live with, and expect college assistance from, their parents than offspring in previous generations. Yet at the same time, millennials also are significantly more likely to help their parents and siblings, according to new research. Understanding family dynamics and priorities is more important than ever when it comes to devising the best planning recommendations for your clients.
Dorothy Hinchcliff, Financial Advisor Magazine
Dan Moisand, Moisand Fitzgerald Tamayo
Andrea Sellars, Society of Actuaries

Overlook West Ballroom
The Other Side Of Retirement
CE credits: 1.0 hour CFP Board and I&WI approved
To be happy in retirement, clients need to focus on more than just money. What are the nonfinancial issues that advisors should be discussing with clients to add value, and where can they find insight, resources and guidance on these topics?
Robert Laura, SYNERGOS Financial Group

9:00 am – 9:50 am
Overlook East Ballroom
Social Security Optimization—How Delay Impacts Benefit Values And Taxation
CE credits: 1.0 hour CFP Board and I&WI approved
This session, sponsored by Athene, presents three key elements of incorporating the Social Security benefit into an overall retirement income plan. Advisors will learn important factors about 1) benefit calculation, 2) tax status of Social Security benefits, and 3) survivor benefits. This one-hour program presents a fresh approach to complement and reinforce education on the Social Security retirement benefits and claiming strategies. This fresh approach and quantifiable process aims to change the conversation around income planning and to help clients reach their retirement goals.
Andrew Robertson, Capital Indemnity Group

Overlook West Ballroom
Financial Independence Revisited
CE credits: 1.0 hour CFP Board and I&WI approved
Hear two advisors take a deep dive into the 4% Rule and to provide new research on what withdrawal rates will work so that clients don't outlive their savings. Hint: The amount that can be pulled out may be more than you think.
David Polstra, Brightworth
Wesley Wood, Brightworth

9:50 am – 10:20 am
Ellington Ballroom
Refreshment Break In Exhibit Hall

10:30 am – 11:20 am
Overlook East Ballroom
Annuities And Retirement Income
CE credits: 1.0 hour CFP Board and I&WI approved
Three primary client concerns financial advisors must solve are revealed in a recent poll by Financial Advisor magazine. Learn strategies to apply the newest in fixed and variable annuity contract provisions to de-risk client portfolios in retirement income planning.
Michael Zmistowski, Financial Planning Association of Florida
Jon Estes, Nationwide Advisory Solutions
Sri Reddy, Principal

Overlook West Ballroom
Six Tips For The Retiring Independent Advisor
Most advisors have dedicated their life to helping others plan for a secure retirement, but are they doing the same for themselves? Join us to learn six tips all independent advisors should know to help plan for selling their business, and retirement, whether it's now or years from now.
Diana Cabrices, Chalice Financial Network
Shawn Rogers, Chalice Financial Network

11:30 am – 12:20 pm
Mercer Ballroom
Keynote Address: Plan For The 21st Century Retirement!
Steve VernonStanford Center On Longevity
CE credits: 1.0 hour CFP Board and I&WI approved
Americans face game-changing challenges in their retirement years, including the decline of traditional pension and retiree health plans, stock market crashes that can derail their retirement, and sky-high medical and long-term-care costs. The decisions they’ll make as they transition from the workplace into retirement will have a significant impact on their quality of life for the rest of their lives. While financial security is critical, they’ll do best by integrating and nurturing their financial resources, health, personal capabilities and social networks. Attend this session and learn how to:
• Build retirement security for your clients by building a diversified portfolio of retirement income.
• Protect against high costs for medical and long-term care.
• Nurture health and well-being.
• Tap the power of behavioral economics and psychological science to help your clients succeed.
Come hear author, researcher and CBS MoneyWatch journalist Steve Vernon, FSA, share and communicate simple, powerful, game-changing strategies that can help your clients enjoy their retirement years.

12:30 pm – 1:45 pm
Ellington Ballroom
Book Signing With Steve Vernon, Lunch And Dessert In Exhibit Hall

1:55 pm – 2:45 pm
Overlook East Ballroom
How Advisors Can Do A Great Job At Managing Retirement Plans
CE credits: 1.0 hour CFP Board and I&WI approved
There's a growing opportunity for advisors to manage 401(k) and other retirement plans for small-business clients. Hear from experts on key considerations for excelling at this business.
Evan Simonoff, Financial Advisor Magazine
Jon Anderson, Cetera Financial Group
Skip Schweiss, TD Ameritrade Trust Company
Erika Young, Wipfli LLP

Overlook West Ballroom
The Ultimate Boomer Marketing Plan
We’ve all seen the stats: Baby boomers are retiring in droves. They make great clients because they are the wealthiest generation and they value traditional business relationships. How can advisors attract and retain them as clients? What does it take to turn them into fans and advocates who refer their friends and family members?
This session will cover all the essential aspects of a highly effective boomer marketing plan, including:
• Marketing techniques that capture the interest of baby boomers.
• Phases of the boomer relationship journey as they relate to modern marketing.
• The most effective traditional and digital methods for reaching boomer prospects.
• Creative event ideas that boomers will attend and invite their friends to.
• Charitable and community involvement activities that can connect advisors with affluent boomers.
• Small but impactful client service enhancements that boomers love.
Learn how to attract current and future retirees who may never have received assistance from a financial professional. Join Robert Sofia, former head of marketing at a billion-dollar RIA in the nation’s largest retirement community and now CEO of advisor technology company Snappy Kraken, in this action-packed session.
Robert Sofia, Snappy Kraken

2:55 pm – 3:20 pm
Ellington Ballroom
Refreshment Break In Exhibit Hall

3:30 pm – 4:20 pm
Mercer Ballroom
Closing Keynote Address: An Afternoon With Jason Alexander
Jason Alexander, Actor, Director, Producer, Writer and Social Activist

4:20 pm
Conference Ends


Agenda subject to change