Sponsors

Why Attend

Welcome

The 3rd Annual Financial Behavior in Retirement Summit is the ONLY event that addresses the unique financial and emotional needs of your largest client demographic....retirees.

Although there has been a great deal of research on behavioral finance and decision making as individuals accumulate wealth, there is little awareness of people's behavior as they spend down that wealth during retirement. Yet this is the focus of much of the financial planning industry, and is likely to be a central concern of your practice in the coming years.

In today's economic environment, with the coming retirement of 78 million baby boomers, understanding the way people make financial choices in retirement is paramount to the success of your business in 2010 and beyond.

The 3rd Annual Financial Behavior in Retirement Summit is the only event that examines:

  • The unusual challenges and opportunities retirees present for advisors
  • What we know about the way retirees make financial decisions
  • How advisors can manage the emotional needs of retired clients
  • What unmet needs the financial services industry should be looking to fill
  • How Financial Planners can use "Behavior" awareness to grow their business

 

Who Should Attend

Thought leaders and innovators in the independent, wirehouse, and banking advisory communities including:

  • RIAs
  • Wealth Managers
  • C-Level Executives from Top Planning Firms, Broker-Dealers, and other Financial Institutions
  • Private Bankers
  • Financial Planners
  • Financial Advisors

Keynote Speakers

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Conference Pricing

Attendee Type Early Bird 1 Early Bird 2 Standard
Advisors: $295 $495 $695
All Others:      $495 $695 $895
Expiration Date 07/23/10 09/17/10