GENERAL SESSIONS (Click each title for the presentation slides)
Preparing Your Practice for the Great Wealth Transfer: Matt Sommer, CFA, CFP®, CPWA®, Janus [LINK]
Building Portfolios for the Next Phase of Bull Markets: Doug Sandler, Chief US Equity Officer, RiverFront [LINK]
The Emergence of Retirement Income Planning (Panel Discussion): Michael Finke, Ph.D., CFP®, Jamie Hopkins, ESQ., MBA, LLM, CLU®, ChFC®, RICP®, Wade D. Pfau, Ph.D., CFA [OUTLINE] Further Recommended Reading: goo.gl/qhYm3M goo.gl/xGW8Pt goo.gl/ZvK1dh goo.gl/YB27Nf
Reverse Mortgages: How to use Reverse Mortgages to Secure Your Retirement: Wade D. Pfau, Ph.D., CFA [LINK]
Bond Investing: Bryan Favilla – Director of Fixed-Income Markets, American Funds [LINK]
The Evolving Cyber Fraud Threats: Glenn Tierney, Fidelity [LINK]
Preparing for Nonfinancial Retirement Risks: Robert Pokorski, M.D [LINK]
College Cost Reduction Strategies: 5 Proven Ways To Save Your Clients Money: Dean Skarlis, Ph.D. [LINK]
Retirement Planning with Alternative LTC Products: Peter Skelton, CEO & Ryan Meyer, KAFL [LINK]
Private vs Community Foundations; Finding the right fit for your client: Mindy Derosia, CFGCR & John H. Lavelle, CPA, LL.M., Lavelle & Finn, LLP [NO HANDOUT]
*Event schedule is subject to change.
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