The 3rd Annual Managing Retirement Income

Post Conference Workshops

Wednesday, February 14, 2007

8:30 Registration and Morning Coffee

Post Conference Workshop A
Retirement Income Software Solutions

Retirement Income Planning is expected to offer a significantly greater business potential than the accumulation market, but there are very few software applications that address this need in a comprehensive manner. This in-depth, interactive workshop and technology showcase will address the technology limitations currently in the marketplace, what products are currently in development, and what additional products are likely to be coming down the road.

9:00
Part I: Overview of the State of Retirement Income Technology and Software

What capabilities are available to the advisor that will help explain the need for retirement planning?
What is available to the advisor to help analyze needs and recommend solutions?
How long before demand catches up with development?
How do the recommendations lead to implementation of a strategy?
Annual or periodic reviews: what is available and what is necessary?
Where do the models presented come from?
How were they developed?
What is their theory and philosophy?

10:40 | Break

11:00
Part II: Case Studies and Technology Showcase

Each workshop leader will present a case study to show how various software products can accomplish the following goals:

Envisioning the Retiree's Needs
Analyzing the Retiree's Income
Gap Analysis and Income Sustaining Strategies
Using a Retirement Phase Strategy
Economic Modeling and Average Expenditure Analysis
Plan Implementation
Plan Monitoring and Alerts
How they help retirement savers deal with the uncertainties of the future

12:00
Part III: Extended Q&A Session

12:30 | Workshop Concludes

Facilitator:
Ben Williams, Chief Technology Officer
RETIREMENT ENGINEERING INC.

Panelists:
Purna Pareek, CEO
ADVICE AMERICA

Neal Ringquist, President & COO
ADVISOR SOFTWARE, INC.

Post-Conference Workshop B
Delivering Retirement Income Solutions

The Boomer Wave
Baby Boomers are redefining the way financial advisors do business in the retirement services marketplace. As an ever-growing number of retiring investors shift from their wealth-accumulation years to their wealthharvesting years, their financial planning needs are changing dramatically.

The Generational Shift in Managing Client Assets
To properly understand and deliver on the unique retirement income needs of the Baby Boom generation – a new set of expertise and acumen is required of the financial advisor. Those advisors who master these specialty skills and communicate their prowess to clients systematically will experience greater success as they effectively transition their Baby Boomer clients into their wealth harvesting years with a clear and confident picture of their retirement income landscape.

The RIIA Advantage
In response to the industry's need for inventive retirement income investment strategies, solutions and educational programs, the Retirement Income Industry Association (RIIA), a nonprofit organization whose members are defining the future of retirement security in the United States, has launched a program for the development and delivery of training and educational programs for financial advisors interested in tapping the growing retirement income market. The first educational offering, "Delivering Retirement Income Solutions," presents an overview of the key risks and issues retirees face, and provides guidance to help advisors uncover client needs so they can deliver the right investment and risk management solutions. This offering is the first segment in a series of educational programs that will grant successful candidates the ability to obtain an RIIA-endorsed designation that is currently under development.

John Carl, Founder & President
RETIREMENT LEARNING CENTER

9:00-12:00 | PART I

12:00-1:00 | Lunch

1:00-4:00 | PART II