Insuring Client Spending in Retirement with Portfolio Income Insurance

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Speakers

David Stone
CEO, Co-founder
RetireOne

David Stone is the Chief Executive Officer and Co-Founder of Retire One. 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.

George Webb
CEO & Managing Partner
Pension & Wealth Management Advisors

George Web is the chief executive officer and a managing partner at Pension & Wealth Management Advisors and has been in the investment management industry for over 25 years. George has worked extensively with institutional and wealth management clients over his career and has held senior management positions at some of the industry’s top investment management firms. He earned his B.A. in Economics and History from Tulane University and holds an M.B.A. in Finance and Marketing from the Kellogg Graduate School of Business at Northwestern University. He is a member of the CFA Institute, Boston Security Analysts Society.

Michelle Richter
Founder
Fiduciary Insurance Services

Michelle Richter, MBA is Founder of Fiduciary Insurance Services, LLC. She has twenty years of experience inventing, deploying, advocating for, and scaling innovative products (trademarkable IP) and programs (servicemarkable IP) that create a scalable intersection between the historically disparate worlds of Insurance and Financial Services. Michelle earned a bachelor’s degree in Economics from Wesleyan University, and an MBA in both Management and Finance from Columbia University’s Graduate School of Business.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.