Millennium Broadway Hotel
New York City

Tuesday, April 24, 2007
10:00 a.m. Registration Begins
11:45 a.m. — 12:45 p.m. Lunch (optional)
General Session
1:00 — 1:05 p.m. Boomertirement Industry Summit Introduction
Philip E. Harriman, CLU, ChFC — 2007 MDRT President
1:05 — 2:00 p.m. What Financial Professionals Need to Know Now to Help Baby Boomers Plan for Retirement
Lee Eisenberg — Author of The Number, The Best Selling Book on Re-Thinking Retirement
2:00 — 3:00 p.m. The Looming Baby Boomer Retirement Crisis — An Overview
Jack VanDerhei, Ph.D, CEBS — Research Director, Employee Benefits Research Institute
Focus Sessions (concurrent)

3:15 — 4:15 p.m.

 

Exit Strategies for Retirement Savings
Ed Slott, CPA — IRA Expert and Author

Michelle L. Hoesly, CLU, ChFC — Principal, Capital Resources; 28-Year MDRT Member

Navigating the Complexities of the 21st Century Wealth Span
Neal Cutler, Ph.D. — Associate Director, The UNCG Gerontology Program University of North Carolina at Greensboro and Vice President and Dean, American Institute of Financial Gerontology

4:30 — 5:30 p.m.

Guaranteed Income For Life — Solving the Longevity Problem for Boomers
John Huggard, JD, CPA — Alumni Distinguished Professor, North Carolina State University

Bobb Meckenstock, CLU, MBA — President, The Meckenstock Group/Main Street Securities, LLC; 27-Year MDRT Member

The New Rules for Selling to Boomers
Matt Thornhill — President & Founder, Boomer Project
General Session
6:00 — 7:00 p.m. Cocktail Reception
Keynote Presentation
7:00 — 10:00 p.m.
(Dinner Served)
A Conversation with Dr. Alan Greenspan
Dr. Alan Greenspan — Chairman, Federal Reserve (1987-2006)

Philip E. Harriman, CLU, ChFC — 2007 MDRT President



Wednesday, April 25, 2007

8:00 — 9:00 a.m.

Continental Breakfast
General Session

9:00 — 10:00 a.m.

Re-Visioning Retirement: A Financial Wake-Up Call for Baby Boomers
Ken Dychtwald, Ph.D. — Futurist, Author and President of Age Wave
10:00 — 11:00 a.m. The Calculus of Retirement Income
For Poets

Moshe Milevsky, Ph.D. — Finance Professor, York University; Executive Director, The IFID Centre
Focus Sessions (concurrent)

11:15 a.m. — 12:15 p.m.

Round Table Discussion: Protecting Boomers' Assets and Independence
Moderator: Stephen Piontek — Editor in Chief, National Underwriter Life & Health

Brian H. Ashe, CLU — President, Brian Ashe and Associates, Ltd.; 35-Year MDRT Member

Harley Gordon —­ President, The Corporation for Long-Term Care Certification, Inc.

Thomas J. Lawton — Managing Director, Critical Illness Insurance Advisors; 7-Year MDRT Member

Solutions to Meet the Challenge of a Changing Retirement Landscape
Alicia Munnell — Peter F. Drucker Professor, Boston College Carroll School of Management
General Session

12:30 — 2:45 p.m.
(Lunch Served)

Panel Discussion: Boomertirement Solutions Summary, Perspective and Call to Action
Moderator: Tom Wheeler — Boomer, Author, and Private Equity Manager

Philip E. Harriman, CLU, ChFC — 2007 MDRT President

Frank Keating — President & CEO, American Council of Life Insurers

Robert Romasco — AARP Board of Directors

*Subject to change

 

 


Home | MDRT Home | About MDRT | Privacy Policy | Disclaimer | Compliance | Contact Us
..............................
© 2008 MDRT. All Rights Reserved