Creating a Goals-Based Retirement Income Plan

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Speakers

Edward J. Mercier
President
RetireOne

Edward J. Mercier is president of RetireOne®, a leading independent platform for fee-based insurance solutions. He has more than 25 years of experience spanning investment and insurance products, including sales, distribution, clearing, and general management. He has held multiple senior leadership positions at Charles Schwab & Co., most recently as general manager of investment management distribution and clearing services.

Lauren Drapeau
National Sales Director
Protective Retirement

As National Sales Director, Annuity Advisory Solutions Lauren is responsible for leading Protective’s efforts to grow Advisory business and partnerships with Charles Schwab, TD Ameritrade, RetireOne, and others. In her 20+ years in the insurance industry Lauren has held roles in wholesaling, business development and advisor practice management. For the last 6 years she has helped advisors build fee-based practices, built and marketed advisory products and immersed herself in the RIA marketplace.

Michael Finke, PhD
Professor, Frank M. Engel Chair of Economic Security
The American College of Financial Services

Michael Finke, PhD, is Professor of Wealth Management, Director for the Granum Center for Financial Security, and the Frank M. Engle Distinguished Chair in Economic Security at The American College of Financial Services. He is a nationally renowned researcher with a focus on the value of financial advice, financial planning regulation, investments, and individual investor behavior.

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.