Retirement Management Virtual Forum 2020 | Investments & Wealth Institute | 7 December 2020 | Livestream Forum
Venue
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| Event Date | Mon Dec 7 EST - Wed Dec 9 EST (about 4 years ago) |
| Location | Livestream Forum |
| Region | All |
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, their needs and mindset change significantly. An advisor can add more value by improving communication, trust, and investment outcomes. Whether you’re part of the Institute’s Retirement Management Advisor® (RMA®) program, or simply looking for a better way to support your retirement clients, this is the conference for you.
Attend via livestream and experience all you've come to expect from the Investments & Wealth Institute's live events, Ivy-League-quality education with practical application, premier content and CE, and relevant and timely subject matter.
Speakers
2020 Speakers
Dana Anspach
Kolbe Certified Consultant, Founder and Chief Executive Officer, Sensible Money, LLC.
Peter Conti Brown
Assistant Professor, The Wharton School of the University of Pennsylvania
Joseph F. Coughlin
Director of the Massachusetts Institute, Technology AgeLab
Glenn Dial
Vice President, Senior Retirement Strategist, American Century Investments
Devin Ekberg
Chief Learning Officer & Managing Director, Professional Development Investments & Wealth Institute
Shelley Giordano
Author of "What’s the Deal with Reverse Mortgages", and Co-Author, "What You Don’t Know About Retirement Income Can Hurt You"
David Lau
CEO, DPL Financial Partners
Jeffrey Levine
CEO and Director, Financial Planning for BluePrint Wealth Alliance, LLC
Marcia Mantell
President, Mantell Retirement Consulting
Bob Mauterstock
Co-Founder, Plan4Life, LLC
Frank McAleer
Senior Vice President, Wealth, Retirement and Portfolio Solutions, Raymond James
Bill McManus
Managing Director, Applied Insights, Hartford Funds
Dr. Marc Milstein
Scientist, Researcher, Professional Speaker
Marc Odo
Client Portfolio Manager, Swan Global Investments
Avi Sharon
Executive Vice President and Product Strategist, PIMCO
Steve Siegel
President, The Siegel Group
Sponsors & Partners
2020 Sponsors and Partners
SPONSORS:
• American International Group
• DPL Financial Partners
• PIMCO
GOLD PARTNER:
• Raymond James
BRONZE PARTNERS:
• American Century Investments
• Cambridge
• Charles Swab
• Swan Global Investments