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Join TheStreet and Retirement Daily editor Robert Powell for a compelling program to help serious investors of all ages and their advisors create plans for a secure and happy retirement.
CONTACT
© Copyright TheStreet, Inc.
SPEAKERS
What Past Attendees Say
THE VENUE
The event will take place at Convene 117 West 46th Street.
Dress is business casual. Please no sneakers or athletic wear.
Can't make it? Leave us your information and
we will notify you of all future Street events!
AGENDA
Opening Remarks
9:00 AM
Beware of Top Retirement Risks
Leading actuaries have come up with 15 key risk factors for retirement – and they go far beyond withdrawal strategies to political uncertainty, elder fraud and inflation. This panel will reveal the top risks facing future retirees and discuss what to do to avoid or mitigate them, including annuities as a key strategy to protect against longevity risk.
Moderator: Robert Powell, Editor, TheStreet's Retirement Daily
Panelist: Sharon Carson, Executive Director, Retirement Strategist, J.P. Morgan Asset Management Retirement
Panelist: Dirk Cotton, The Retirement Café
Panelist: Jamie Hopkins, Director of Retirement Research, Carson Wealth
Panelist: Stephen Resch, VP of Retirement Strategies, Finance of America Reverse
8:30 AM
Registration
Doors open at 8:15 am for check-in. Buffet breakfast served.
The Future of Retirement: Predictions & Perspectives
What does the retirement of tomorrow look like? As our culture and way of life changes, so should our plans for our financial future. Will you sell your home or turn it into an income-producing Airbnb? Will you need in-home assistance, or will your medicine and meals be delivered? Our experts will discuss the trends that may affect how you save for, and live in retirement.
Moderator: Robert Powell, Editor, TheStreet's Retirement Daily
Panelist: Jack VanDerhei, Director of Research, Employee Benefit Research Institute
Panelist: Bruce Wolfe, Principal, C.S. Wolfe & Associates
Panelist: Roger Ma, Founder, lifelaidout
Networking Break
Meet the Experts
Network with the day's speakers and get your questions answered.
3:15 PM
11:05 AM
Living in Retirement
Retirement is not just about the money; it’s about making the most of your golden years. How will you spend your time? What will you leave behind as your non-financial legacy? This panel will explore the key ingredients of life satisfaction in retirement, as wall as explore the life lessons to be learned.
Moderator: Robert Powell, Editor, TheStreet's Retirement Daily
Panelist: Michael Finke, Chief Academic Officer, The American College of Financial Services
Panelist: Mitch Anthony, President, Advisor Insights
Panelist: Richard Salmen, President, Family Investment Center
Closing Remarks
Retirement, Taxes & Income Strategies Symposium
Prepare for the Lifestyle You Want
SATURDAY, APRIL 6, 2019 | NEW YORK CITY
*If you have any questions, please contact a Customer Service Executive Monday through Friday, 7am to 8pm EST at 1-866-321-8726
*By submitting your contact information you are agreeing to TheStreet's Terms Of Use and Privacy Policy.
9:55 AM
10:45 AM
2:20 PM
9:10 AM
11:55 AM
3:10 PM
*Schedule is subject to change.
Dirk Cotton
The Retirement Café
TICKET PURCHASE
Robert Powell
Editor, TheStreet’s Retirement Daily
Often referred to as "Mr. Retirement," Powell is one of the nation's foremost and trusted retirement experts.
THE HOST
Frank Paré
Founder and President
PF Wealth Management Group
Retirement Planning Mistakes & How to Avoid Them
From choosing the wrong Medicare plan to not properly managing “money in motion” when a spouse dies, it’s never too early to correct or put in measures to avoid classic retirement mistakes. This panel will look at the top five pitfalls of retirement planning and highlight the best ways to avoid them now, and in the future.
Moderator: Robert Powell, Editor, TheStreet's Retirement Daily
Panelist: Frank Paré, Founder and President, PF Wealth Management Group
Panelist: Dr. Katy Votava, President, and Founder, Goodcare.com
Panelist: Douglas Boneparth, President, Bone Fide Wealth
1:30 PM
KEYNOTE SPEAKER
Sponsorship: James R. Freiman E: James.Freiman@thestreet.com P: 212-321-5488
General Inquiries: Contact a Customer Service Executive Monday through Friday, 7am to 8pm EST at 1-866-321-8726
Steve Resch
VP of Retirement Strategies
Finance of America Reverse
Jeffrey Levine
CEO, Director of Financial Planning, Senior Wealth Manager
Blueprint Wealth Alliance
Devin Ekberg
Chief Learning Officer, Managing Director of Content Development
Investments & Wealth Institute
Jack VanDerhei
Director of Research
Employee Benefit Research Institute
Jamie Hopkins
Director of Retirement Research
Carson Wealth
Dr. Katy Votava
President and Founder
Goodcare.com
Michael Finke
Chief Academic Officer
The American College of Finance Services
How to Create Tax Efficient Income in Retirement
Given your assets, how do you create ongoing income in retirement? The traditional plan to take 4% from your IRA every year will probably not cut it. Will you work part time or invest in annuities? When is the right time to claim social security? Expert panelists will take a sophisticated look at the “great debate” on what strategy should be used to maximize retirement income to achieve your lifestyle goals.
Moderator: Dirk Cotton, The Retirement Café
Panelist: Devin Ekberg, Chief Learning Officer, Managing Director of Content Development, Investments & Wealth Institute
Panelist: Jeffrey Levine, CEO, Director of Financial Planning, Senior Wealth Manager, Blueprint Wealth Alliance
Panelist: Lisa Skelly, Development Manager, Turbo Tax
Keynote Interview with Ed Slott, CPA, Ed Slott and Company LLC
Forever Taxed to Never Taxed!
You can complain about taxes or do something about them. Taxes are the single biggest factor that will separate you from your retirement savings. Ed Slott will show you how to use the tax code to your advantage, with strategies you can use right now. Learn how to have more, keep more and make it last!
Lunch
12:40 PM
"One of the best conferences I’ve attended"
"I learned something from every single speaker"
"Fantastic information!"
"Extremely relevant for the current environment"
"Very informative and actionable"
Retirement, Taxes
& Income Strategies
Symposium
Prepare for the Lifestyle
You Want
SATURDAY, APRIL 6, 2019 | NEW YORK CITY
THE HOST
Robert Powell
Editor, TheStreet’s Retirement Daily
Often referred to as "Mr. Retirement," Powell is one of the nation's foremost and trusted retirement experts.
KEYNOTE SPEAKER
"Very informative and
actionable"
"Extremely relevant for the
current environment"
"Fantastic information!"
"One of the best conferences
I’ve attended"
What Past Attendees Say
AGENDA
THE VENUE
The event will take place at Convene 117 West 46th Street.
Dress is business casual. Please no sneakers or athletic wear.
TICKET PURCHASE
Sponsorship: James R. Freiman
E: James.Freiman@thestreet.com
P: 212-321-5488
General Inquiries: Contact a
Customer Service Executive
Monday through Friday,
7am to 8pm EST at
1-866-321-8726
Can't make it? Leave us your
information and we will notify you of
all future Street events!
*If you have any questions, please contact a Customer Service
Executive Monday through Friday, 7am to 8pm EST at 1-866-321-8726
Lisa Skelly
Development Manager
Turbo Tax
The CFP Board® has accepted this event for 5.5 hours of CE credit.
Investments & Wealth Institute® has accepted this event for 5 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA℠ certifications.
Continuing Education Credits
The CFP Board® has accepted this event for 5.5 hours of CE credit.
Investments & Wealth Institute® has accepted this event for 5 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA℠ certifications.