The conference allows advisors to:
Enhance your ability to assist clients who are planning for retirement or need help meeting retirement needs. Hear and share ideas on new retirement realities, issues you face with clients, and strategies to addess client goals.
President, Advisor Insights Inc.
Mitch Anthony is recognized around the globe for his pioneering work in life-centered planning. For almost two decades, Anthony and his team have provided training to individual advisors and major organizations throughout the world. He is a consistently top-rated presenter and was recognized as one of the most “meaningful speakers” in financial services. He is a sought-after expert for the media, and a regular columnist for Financial Advisor magazine. He is also host of the daily radio feature, The Daily Dose, heard on over 100 radio stations nationwide, and author of many groundbreaking books for advisors and consumers.
Co-Founder and Senior Vice President, Age Wave
Author, speaker and Age Wave co-founder Maddy Dychtwald is a leading expert on the changing demographic trends—both generation- and gender-related—shaping the marketplace, the workplace and our lives. Dychtwald has spent more than 25 years investigating and forecasting lifestyle and market trends of older adults and the 79 million baby boomers. Building on this knowledge, she has recently emerged as a renowned authority on the rising economic influence of women and their impact on industries, ranging from financial services and health care to consumer marketing.
Executive Chairman, Edelman Financial Services LLC
Ric Edelman is an acclaimed advisor and has been ranked the #1 Independent Financial Advisor in the nation three times by Barron's. Edelman and his team of experienced advisors manage more than $21.7 billion in assets for clients across the country. He hosts radio and television shows heard and seen by millions of people every week and is also a #1 New York Times best-selling author who has published nine books on personal finance.