IMCA 2015 Winter Institute | Retirement and Decumulation
The IMCA 2015 Winter Institute | Retirement and Decumulation, offers the latest thinking and insight on today's retirement challenges. Clients nearing or in retirement need your guidance now more than ever. Spend two days learning the latest strategies and tactics – and building the tools you need to confidently guide your clients through financial retirement challenges. Conference speakers include:
W. Michael Cox is director of the O’Neil Center for Global Markets and Freedom at Southern Methodist University’s Cox School of Business, which focuses on studying the impact of competitive market forces on freedom and prosperity worldwide. Professor Cox will be examining the six economic themes that will affect the decade ahead, helping advisors better predict future investment opportunites. This presentation provides a close, clear look into an economic crystal ball.
Ric Edelman is chairman and chief executive officer of Edelman Financial Services, LLC, one of the largest independent financial planning firms in the nation, managing more than $15 billion for more than 28,000 clients both online and via 41 offices across the country. In his session, Edelman will discuss how exponential technologies will dramatically alter both the products and services advisors provide to clients, as well as how those services are delivered.
S. Jay Olshansky is a professor at the School of Public Health at the University of Illinois at Chicago, a research associate at the Center on Aging at the University of Chicago, and chief scientist at Lapetus Solutions, Inc. Olshansky will focus on the science of aging and longevity in his session, answering such discerning questions as why do we age? What breakthroughs in aging science are forthcoming? What new technologies are available that allow investment managers to accurately assess health and survival at the individual level?
Don’t miss this opportunity to learn new ways to interpret, understand and react to the inevitable changes ahead. Space is limited, register today!