Conference Agenda

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Monday, November 15, 2010

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8:00 AM - 9:00 AM

Continental Breakfast

9:00 AM - 9:05 AM

Conference Chair's Welcome Address

Pamela Black, Editor-In-Chief, BANK INVESTMENT CONSULTANT

Bruce Morris, EVP/Managing Director, SOURCEMEDIA

Tim Whiting, Publisher, FINANCIAL PLANNING AND ON WALL STREET

9:05 AM - 10:00 AM

Keynote Address: Psychology of Resiliency of Advisors and Clients (CE APPROVED BY IMCA FOR CIMA®, CPWA® OR CIMC®)

Tim Noonan, Managing Director, Capital Market Insights, RUSSELL INVESTMENTS

10:10 AM - 11:00 AM

Track: View Track Avoidance Behavior of Retirees: How to Break the Ice to Help Retirees Focus On Their Future (1 CFP CE APPROVED & BY IMCA FOR CIMA®, CPWA® OR CIMC®)

Katy Votava Ph.D., RN, President & Founder, GOODCARE

10:10 AM - 11:00 AM

Track: View Track Panel Discussion: Creating Retirement Income Streams (CE APPROVED BY IMCA FOR CIMA®, CPWA® OR CIMC®)

Moderator: Robert Powell, Editor, RETIREMENT WEEKLY, A SERVICE OF MARKETWATCH/DOW JONES

Panelist: Fred Barstein, President, Chief Executive Officer, Founder, 401K EXCHANGE

Panelist: Jim Otar, Founder, RETIREMENTOPTIMIZER.COM INC.

Panelist: Zachary S. Parker, CFP®, Director Annuities and Insurance, SECURITIES AMERICA, INC.

11:00 AM - 11:25 AM

Morning Networking Break

11:25 AM - 12:30 PM

Really Knowing Who Your Clients Are (CE APPROVED BY IMCA FOR CIMA®, CPWA® OR CIMC®)

Hugh Massie, President & Founder, FINANCIAL DNA

12:30 PM - 1:45 PM

Luncheon Keynote: Behavioral Finance and the Post-Retirement Crisis (1.5 CFP CE APPROVED & 1 CE BY IMCA FOR CIMA®, CPWA® OR CIMC®)

Brian Gaffney, CEO, ALLIANZ GLOBAL INVESTORS DISTRIBUTORS

1:50 PM - 2:45 PM

Track: View Track Understanding the Motivators that Drive Retiree Behavior (CE APPROVED BY IMCA FOR CIMA®, CPWA® OR CIMC®)

Keith Weber, CFP®, CPRC, President, WEBER CONSULTING GROUP, LLC, AUTHOR OF: RETHINKING RETIREMENT: HOW TO CREATE THE LIFE YOU WANT WITHOUT WAITING TO RETIRE

1:50 PM - 2:45 PM

Lifecycle of a Retiree: A Case Study in “What If?” (CE APPROVED BY IMCA FOR CIMA®, CPWA® OR CIMC®)

Kol Birke, Financial Behavior Specialist, COMMONWEALTH FINANCIAL NETWORK®

2:50 PM - 3:45 PM

Expanding Your Practice By “Shrinking” Your Clients – Exploring The Planner Therapist Alliance (CE APPROVED BY IMCA FOR CIMA®, CPWA® OR CIMC®)

Rick Kahler CFP®, MS, ChFC, CCIM, President, KAHLER FINANCIAL GROUP, AUTHOR OF: CONSCIOUS FINANCE: UNCOVER YOUR HIDDEN MONEY BELIEFS AND TRANSFORM THE ROLE OF MONEY IN YOUR LIFE

2:50 PM - 3:45 PM

Track: View Track Panel Discussion: Innovations That Must Be Brought Into Your Retirement Practice (CE APPROVED BY IMCA FOR CIMA®, CPWA® OR CIMC®)

Moderator: Robert Powell, Editor, RETIREMENT WEEKLY, A SERVICE OF MARKETWATCH/DOW JONES

Panelist: Saundra Davis, Founder & CEO, SAGE FINANCIAL SOLUTIONS, INC.

Panelist: Marc Freedman, CEO, FREEDMAN FINANCIAL

Panelist: Skip Massengill, Senior Vice President, RW BAIRD & CO

3:45 PM - 4:15

Afternoon Break

4:15 PM - 5:25 PM

Closing Keynote/Day One: Retirementology: Re-Thinking the American Dream in a New Economy (1 CFP CE APPROVED & BY IMCA FOR CIMA®, CPWA® OR CIMC®)

Greg Salsbury Ph.D, Executive Vice President, JACKSON NATIONAL LIFE DISTRIBUTORS, LLC, AUTHOR OF: RETIREMENTOLOGY: THE NEW LANGUAGE OF RETIREMENT PLANNING

5:25 PM - 5:30 PM

Closing Remarks & Preview of Day Two

5:30 PM - 6:30 PM

Cocktail Reception

Tuesday, November 16, 2010

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7:30 AM - 8:30 AM

Breakfast Speaker: The Tax Efficient Frontier: Improvements with the Power of Tax Deferral

Katharine Coppola, Territory Manager, JEFFERSON NATIONAL

8:35 AM - 8:45 AM

Conference Chair Remarks/Announce Agenda

Pamela Black, Editor-In-Chief, BANK INVESTMENT CONSULTANT

Bruce Morris, EVP/Managing Director, SOURCEMEDIA

Tim Whiting, Publisher, FINANCIAL PLANNING AND ON WALL STREET

8:45 AM - 9:45 AM

Keynote Address/Day Two: Developing a New Efficient Framework to More Effectively Evaluate Risk-Reward Tradeoffs of Retirement Income Patterns ( 1 CFP CE APPROVED & BY IMCA FOR CIMA®, CPWA® OR CIMC®)

Peng Chen, Ph.D., CFA, President, GLOBAL INVESTMENT MANAGEMENT DIVISION, MORNINGSTAR

9:55 AM - 10:45 AM

Hyperbolic Discounting: The Impact of Time on Asset Allocation Decisions (1 CFP CE APPROVED & BY IMCA FOR CIMA®, CPWA® OR CIMC®)

Brent Burns, President and Founding Partner, ASSET DEDICATION, LLC

9:55 AM - 10:45 AM

Track: View Track New IRI Research on Boomers and Retirement Income (CE APPROVED BY IMCA FOR CIMA®, CPWA® OR CIMC®)

Cathy Weatherford, President & CEO, INSURED RETIREMENT INSTITUTE (IRI)

10:45 AM - 11:05 AM

Morning Networking Break

11:10 AM - 12:00 PM

Closing Keynote: What Investors Really Want ( 1 CFP CE APPROVED & BY IMCA FOR CIMA®, CPWA® OR CIMC®)

Meir Statman, Glenn Klimek Professor of Finance, SANTA CLARA UNIVERSITY; AUTHOR OF: WHAT INVESTORS REALLY WANT: KNOW WHAT DRIVES INVESTORS BEHAVIOR AND MAKE SMARTER FINANCIAL DECISIONS

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