SOLD OUT

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.

Submit

Can't make it? Leave us your information and 
we will notify you of all future Street events!

SOLD OUTAgendaSpeakersTickets

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

SOLD OUT

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.

View Bio

Mitch Anthony

President

Advisor Insights


Dirk Cotton

The Retirement Café

View Bio

Douglas Boneparth

President

Bone Fide Wealth


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

View Bio
View Bio

Roger Ma

Founder

lifelaidout

View Bio

Frank Paré

Founder and President 

PF Wealth Management Group

View Bio

Sharon Carson

Retirement Strategist 

J.P. Morgan 

Ed Slott

Ed Slott & Company, LLC


View Bio

Ed Slott

Ed Slott & Company, LLC


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 ParéFounder 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

VenueContact

Steve Resch

VP of Retirement Strategies

Finance of America Reverse

View Bio



Jeffrey Levine

CEO, Director of Financial Planning, Senior Wealth Manager

Blueprint Wealth Alliance

View BioView Bio

Devin Ekberg

Chief Learning Officer, Managing Director of Content Development

Investments & Wealth Institute

Jack VanDerhei

Director of Research

Employee Benefit Research Institute

View Bio

Jamie Hopkins

Director of Retirement Research

Carson Wealth

View Bio

Dr. Katy Votava

President and Founder

Goodcare.com

View Bio

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!

View BioView Bio

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"

VenueTicketsSpeakersContactAgenda

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.
 

View Bio

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

SOLD OUT

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

View Bio

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.

SPONSORS

Richard Salmen

President

Family Investment Center

View Bio

Bruce Wolfe

Principal

C.S. Wolfe & Associates

View Bio
Fix the following errors:
Hide