Retirement Management Forum 2018 | Investments & Wealth Institute | 3 December 2018 | The Ritz-Carlton, 4750 Amelia Island Pkwy, Amelia Island, FL 32034, USA
Venue
The Ritz-Carlton
The Ritz-Carlton, 4750 Amelia Island Pkwy, Amelia Island, FL 32034, USA
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| Event Date | Mon Dec 3 EST - Tue Dec 4 EST (about 6 years ago) |
| Location |
The Ritz-Carlton
4750 Amelia Island Pkwy, Amelia Island, FL 32034, USA |
| Region | Americas |
Details
Clients of all ages are looking for expertise in retirement planning, especially when it comes to holistic, multidisciplinary planning for an entire household. As clients shift from an accumulation of assets to decumulation, an advisor can add a significant amount of value by improving communication, trust, and investment outcomes. Learn how to better support your retirement clients with practical tools and techniques to use in your practice.
Speakers
2018 Speakers
Jonathan Golub, CFA®
Managing director and chief U.S. equity strategist, Credit Suisse
Michael Guillemette, Ph.D., CFP®
Assistant Professor, Texas Tech University
Moshe Milevsky, Ph.D.
Professor, Schulich School of Business at York University
Michael Kitces, MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL
Partner and Director of Research, Pinnacle Advisory Group
Alicia Munnell, Ph.D.
Professor and Director, Carroll School of Management, Center for Retirement Research, Boston College
Dana Anspach, CFP®, RMASM
Founder and CEO, Sensible Money, LLC
Arun Muralidhar, Ph.D.
Co-Founder, Mcube Investment Technologies LLC
Sharon Carson, RMASM, CRPC®
Executive Director, J.P. Morgan Asset Management
John A. Nersesian, CIMA®, CPWA®, CIS, CFP®
Head of Advisor Education, PIMCO
Steve Siegel, J.D., LL.M., President
The Siegel Group
Devin Ekberg, CFA®, CIMA®, CPWA®
Chief Learning Officer and Managing Director of Content Development, Investments & Wealth Institute
Stephen J. Huxley, Ph.D.
Chief Investment Strategist, Asset Dedication LLC
Robert Powell
Editor, Retirement Daily
Bruce Wolfe, CFA®
Principal, C.S. Wolfe & Associates, LLC
Brent Burns
President and Founding Partner, Asset Dedication LLC
Walter Pavlo, Jr.
Founder and President, Prisonology LLC
Sponsors & Partners
2018 Sponsors and Partners
PLATINUM:
• Nationwide
• Russell Investments
• Ameritrade Institutional
GOLD:
• Raymond James
SILVER:
• Invesco
EXHIBITOR:
• CircleBlack
• Timeline
• White Glove Workshops