The 3rd Annual Managing Retirement Income

Agenda - Day One

Monday, February 12, 2007

7:30	Registration and Morning Coffee
8:30	Opening Remarks from Conference Chairman Francois Gadenne, Founding Chairman RETIREMENT INCOME INDUSTRY ASSOCIATION
	CONTEXT MAPPING
8:40	Introduction by Section Co-Chair David Macchia, President & CEO WEALTH2K, INC.
8:45	The Big Picture Story: The Future of Retirement Moderator: Charlie Ruffel, President & CEO PLANSPONSOR Panelists: Stephen Mitchell, Director of Investor Education and Planning Tools MERRILL LYNCH Zvi Bodie, Professor BOSTON UNIVERSITY SCHOOL OF MANAGEMENT
9:30	What the Data Shows: The Trends of Retirement Jerry Kenney, Vice Chairman MERRILL LYNCH (invited) Chris Brown, Director of Market Strategy COGENT RESEARCH
10:15	Morning Networking Break sponsored by
10:45	What the Investors Think: Moving from Risk-Aversion to Loss Aversion? Ruth Mitman, Ph.D, Founder and President THE MITMAN GROUP LLC Meir Statman, Glenn Klimek Professor of Finance SANTA CLARA UNIVERSITY
11:30	BUSINESS CARD EXCHANGE: Facilitator: Francois Gadenne, Founding Chairman RETIREMENT INCOME INDUSTRY ASSOCIATION
12:00	Luncheon for delegates and speakers
12:50	Proceed to Conference Room for Keynote
	SPECIAL KEYNOTE PRESENTATION
1:00	Ray Kurzweil, Author THE SINGULARITY IS NEAR
	THE PRESENT OF RETIREMENT: EXISTING PRODUCTS
2:00	Introduction by Section Co-Chair Robert DelCol, President FUNDQUEST
2:05	Existing Investment Company Solutions Moderator: John Curry, Managing Director ALLIANCE BERNSTEIN Panelists: Lynne Ford, Director of Sales and Distribution Strategy for the Retirement and Investment Products Group WACHOVIA Garth Bernard, Vice President, Product Strategy METLIFE
2:50	The Role of Life Insurers in Boomer Retirement Security Moderator: David Macchia, President & CEO WEALTH2K, INC. Panelists: Tom MacLeay, Chairman of the Board, President and CEO NATIONAL LIFE GROUP Harry Stout, President, Annuity Business Group ING FINANCIAL SERVICES Fred Conley, CEO, Institutional Retirement Group GENWORTH FINANCIAL Tom Godlasky, President & CEO AMERUS GROUP
3:35	Afternoon Networking Break sponsored by
4:00	Existing Process Solutions Moderator: Richard Fullmer, Senior Strategist RUSSELL INVESTMENT GROUP Panelists: Robert DelCol, President FUNDQUEST Daniel E. Rosshirt, Senior Manager DELOITTE CONSULTING LLP William Lowe, Head of Financial Solutions Group ING FINANCIAL ADVISORS
4:45	Retirement Income Planning: A View From the Advisor's Perspective Moderator: Robert A. Kerzner, President & CEO LIMRA INTERNATIONAL Panelists: Briggs Matsko, CFP, Investment Advisor Representative LINCOLN FINANCIAL ADVISORS Mathew Greenwald, President MATHEW GREENWALD & ASSOCIATES Philip G. Lubinski, CFP, President FIRST FINANCIAL STRATEGIES Richard Nersesian, Executive Director, Individual Retirement Plans UBS FINANCIAL SERVICES
5:45	Day 1 Recap by Conference Chairman Francois Gadenne, Founding Chairman RETIREMENT INCOME INDUSTRY ASSOCIATION
6:00	Cocktail Reception Sponsored by:

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Agenda - Day One

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