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| Monday, February 11, 2008 | |
| 8:45 am | |
| Opening Remarks from Conference Chairperson Francois Gadenne, Chairman, Retirement Income Industry Association (RIIA) | |
| 9:00 am | |
| The Future of Retirement Income: Who Has the Wealth, What Are the Risks, and What Solution Sets Are Available? Anna Rappaport, Chair, Committee on Post-Retirement Needs and Risks, Society of Actuaries | |
| 9:45 am | |
| Financial Risk: Analyzing Market Forecasts, Inflation, and Spending Habits to Develop Retirement Income Solutions Ron Bush, Principal, Brightwork Partners | |
| 11:00 am | |
| Individual Risk: How Health Care and Household Shocks Can Impact Retirement, and What Manufacturers, Distributors and Advisors Can Do to Plan for the Unknown Chris Cooper, CFP, President, Chris Cooper & Compant, Inc. Eldercare Advocates, Inc. | |
| 11:45 am | |
| Public Policy Risk: A Look at the Legal, Congressional and Taxation Issues on the Horizon That Impact Both Investors and Manufacturers Nadine Rosin, Counsel, Pepe & Hazard LLP | |
| 1:10 pm | |
| Is Our Human Nature Helping Us or Deceiving Us From Perceiving the Right Risks? Terry Burnham, Author, Mean Markets and Lizard Brains | |
| 2:00 pm | |
| Why Segmentation Matters: A CEO Perspective Robb Kempken, COO, Transamerica Retirement Management | |
| 2:45 pm | |
| Track A: Investor Segments The Mass-Market Investor Larry Cohen, Director, Consumer Financial Decisions, SRI Consulting Business Intelligence Hans Schemmel, Vice President - Retirement and AMA Products Consulting, National Financial | |
| Track B: Advisor Segments Wealth Managers Briggs Matsko, Investment Advisor Representative, Lincoln Financial Advisors | |
| 4:00 pm | |
| Track A: Investor Segments The Affluent Investor Bruce Harrington, Managing Director, Cogent Research LLC Philip Lubinski, CFP, Managing Partner, First Financial Strategies | |
| Track B: Advisor Segments Insurance Planners Chuck Robinson, Sr. Vice President, Investment Products & Services, Northwestern Mutual (retired) | |
| Tuesday, February 12, 2008 | |
| 9:00 am | |
| Beyond Products: The Process of Building a True Retirement Income Solution Mathew Greenwald, President, Mathew Greenwald & Associates | |
| 9:45 am | |
| Identifying Trends and Future Developments for Investment-Oriented Retirement Income Solutions Ralph Goldsticker, Managing Director of Research, Mellon Capital Management | |
| 11:15 am | |
| The Future of Insurance Solutions Brent Hamann, Senior Consultant, Milliman Old Mutual Asset Management Mathew Appelstein, Senior Vice President, Product Strategy and Retirement Solution Planning | |
| 1:15 pm | |
| Constructing and Employing Optimal Strategies for Attracting, Motivating and Retaining a Top Retirement Income Team Janice Reals Ellig, Co-CEO, Chadick Ellig | |
| 2:00 pm | |
| Analyzing and Implementing the Optimal Retirement Income Software and Technology Solutions to Grow Your Business Richard Fullmer, Senior Strategist, Russell Investment Group Chad Runchey, Senior Actuarial Adviser, Ernst & Young | |
| 3:30 pm | |
| Intellectual Property Tools: Profit From Innovation by Utilizing Tools to Properly Protect Your Intellectual Property John Bevacqua, Principal, Deloitte Consulting David Benoit, Pelorus Advisors | |
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