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Managing Retirement Income 

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Event Overview


Dear Retirement Income Executive,

The Third Annual Managing Retirement Income Conference was an unrivaled success. From February 12-14, more than 240 of the industry's leading minds gathered in the Boston Marriott Long Wharf where they discussed this rapidly evolving industry, and everyone had different opinions on just what the marketplace will look like in the coming years.

Key highlights from the 2007 event:

  • Influential and thought-provoking keynote presentations ranged from an almost science-fiction view of the future of retirement from leading futurist and inventor Ray Kurzweil to a more practical and realistic view of the market from Bob Pozen, chairman of MFS Investment Management.
  • In-depth panel discussions on how to capture and retain retirement income from the insurance, investment and advisor viewpoints.
  • Leading minds from academia to discuss demographic trends and behavioral patterns for the baby boomer generation making the shift from accumulation to withdrawal
  • The burning question: Is there really a problem?

Before we begin planning the 2008 program, we need your help! If you have any recommendations for program ideas or expert speakers, feel free to email fmusero@iirusa.com with your thoughts.

Sponsorship and Exhibition opportunities are available but you need to act quickly. Please contact Sarene Yablonsky at 212-661-3500 ext. 3798 or at syablonsky@iirusa.com.

Thank you for your support of the Managing Retirement Income Conference, and I hope to see you all again in 2008.

Download 2007 Brochure

2007 Event Sponsors

  • Bank of America

  • Deloitte

  • ASI Advisor Software

  • Synectics

  • Wachovia Retirement Services

  • Wealth2k, Inc.

  • Ernst & Young’s Insurance and Actuarial Advisory Services

2007 Endorsing Association

Retirement Income Investment Association

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