Best Practices for Retirement Income Planning + How a New Tool can Help

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Speakers

Bob Veres
Editor & Publisher
Inside Information

Bob Veres is Editor and Publisher of Inside Information. He is an entertaining futurist for the financial advisory profession, author of “The New Profession,” and the best source anywhere for the most relevant thoughts, ideas, experiments and practical tips about how to meet the bright future of the profession on its own terms. He has been named one of the most influential people in the financial planning profession and was granted the Special Achievement Award for service to the profession by the National Association of Personal Financial Advisors, and the Heart of Financial Planning Distinguished Service Award from the Denver-based Financial Planning Association.

David Stone
CEO and Co-founder
RetireOne

David Stone is the CEO and co-founder at RetireOne. As a former senior legal counsel to major life insurance companies, mutual funds and broker dealers, David has more than two decades of financial services experience as well as specific expertise in annuity product development and distribution.

Wade Pfau, Ph.D., CFA, RICP®
Professor of Retirement Income
The American College

Wade D. Pfau, Ph.D., CFA, RICP®, is the program director of the Retirement Income Certified Professional designation and a professor of retirement income at The American College of Financial Services in King of Prussia, Pa. As well, he is a principal and director for McLean Asset Management. He holds a doctorate in economics from Princeton University and has published more than 60 peer-reviewed research articles in a wide variety of academic and practitioner journals.

He hosts the Retirement Researcher website, and is a contributor to Forbes, Advisor Perspectives, Journal of Financial Planning, and an expert panelist for the Wall Street Journal. He is the author of the books Safety-First Retirement Planning: An Integrated Approach for a Worry-Free Retirement, How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies, and Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement.