2019 Agenda

Posted on

May 1, 2019

11:30 am - 12:20 pm
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.

1:15 pm - 2:00 pm
Exhibit Hall Is Open For Refreshments

2:00 pm - 2:10 pm
Introduction: Welcome To Inside Retirement
David Smith and Dorothy Hinchcliff
Financial Advisor Magazine

2:10 pm - 3:00 pm
Opening Keynote Address
Nick Murray
CE Credits Pending

3:10 pm - 4:00 pm
• Session A
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

• Session B
How College Costs Can Threaten Retirement
It's no secret that college costs have exploded and even wealthy clients are concerned about the long-term implications of student loans on their own finances and those of their children. Advisors can help clients in many ways with responsible college funding, yet not enough are delving deep enough to help protect clients. Learn what you can do.

4:10 pm - 5:10 pm
Keynote Address: Retirement Planning And Investing Strategies That Keep Cash Flow Up and Health Care Costs Down
CE Credits Pending
Dr. Katy Votava, GOODCARE.com
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
Cocktail Party In Exhibit Hall

May 2, 2019

7:00 am - 7:50 am
Breakfast In Exhibit Hall

8:00 am - 8:50 am
Keynote Address: TBA

CE Credits Pending

9:00 am - 9:50 am
• Session A
Financial Independence Revisited
CE Credits Pending
Hear two advisors take a deep dive into the 4% Rule 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

• Session B
Annuities And Retirement Income
Many clients want a guaranteed income stream, but get little or no cash flow from traditional pensions. Are annuities an answer? Some research suggests that they certainly can help retirees if the products aren’t overly complicated or expensive.

9:50 am - 10:20 am
Refreshment Break In Exhibit Hall

10:30 am - 11:20 am
• Session A
Decoding Human Nature: What You Need To Know To Drive Behavior Change With Your Clients
CE Credits Pending
Most people rely on shortcuts and biases to make decisions. This may lead to decisions that are neither rational nor in the best interest of the decision maker. In this session, we will bring together bodies of research from leading behavioral economists and the Stanford Center on Longevity to show how you as a financial advisor can help your clients be better decision makers. Learn how to nudge your clients into making retirement decisions that are in their own best interest using the MORE process: motivate, optimize, realize, evaluate.
Nag Odekar, Great-West Financial

• Session B
How Advisors Can Do A Great Job At Managing Retirement Plans
CE Credits Pending
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.
Skip Schweiss, TD Ameritrade Trust Company

11:30 am - 12:20 pm
Keynote Address: Plan For The 21st Century Retirement!
CE Credits Pending
Steve Vernon, Stanford Center On Longevity
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.

12:45 pm - 1:45 pm

Book Signing With Steve Vernon, Lunch And Dessert

1:55 pm - 2:45 pm
• Session A
The Other Side Of Retirement
CE Credits Pending
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 how these topics?
Robert Laura, SYNERGOS Financial Group

• Session B
401(k) Advisors Reveal Their Secrets
CE Credits Pending
Advisors with lots of retirement plan clients talk about why they got into the business and how they built their practices. They provide key insight on what clients look for and what it takes to serve them.
Erika Young, Wipfli LLP

2:55 pm - 3:20 pm
Refreshment Break In Exhibit Hall

3:30 pm - 4:20 pm
Closing Keynote Address:
Jason Alexander, Actor, Director, Producer, Writer and Social Activist

4:20 pm
Conference Ends


Agenda subject to change