2019 Symposium Agenda

Thursday, October 10

12:30pm-1:00pm | Check-In

1:00pm-3:00pm | Elder Care - David Lewis, Amada Senior Care

3:00pm-3:15pm | Break

3:30pm-5:30pm | Long Term Care - Bruce McGuirk, John Hancock

5:30pm-9:00pm | Networking Reception - Liberty Tap Room/Vista

Friday, October 11

7:00am-8:00am | Check-In and Breakfast

8:00am-8:15am | Welcome

8:15am-9:30am | Sustainable Spending in Retirement - Wade Pfau, The American College

9:30am-9:45am | Break

9:45am-11:00am | Economic Update - David Wertheim, Invesco

11:00am-11:15am | Break

11:15am-12:15pm - What is a Section 199a? - Michael Brussard, Pacific Life

12:15pm-1:00pm | Lunch

1:00pm-2:00pm | Optimizing Retirement Income by Combining Actuarial Science and Investments - Wade Pfau, The American College

2:00pm-4:00pm | Super CE - Michael Connolly, Columbia Threadneedle

 

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