| 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
|
