The Only Event

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That addresses the unique financial and emotional needs of retirees, the largest client demographic of your practice.

Although there has been a great deal of research on behavioral finance and decision making as individuals accumulate wealth, there is little awareness of people's behavior as they spend down that wealth during retirement. Yet this is the focus of much of the financial planning industry, and is likely to be a central concern of your practice in the coming years.

In today's economic environment, with the coming retirement of 78 million baby boomers, understanding the way people make financial choices in retirement is paramount to the success of your business in 2010 and beyond.

The 2nd Annual Financial Behavior in Retirement Summit is the only event that examines:

• The unusual challenges and opportunities retirees present for advisors
• What we know about the way retirees make financial decisions
• How advisors can manage the emotional needs of retired clients
• What unmet needs the financial services industry should be looking to fill
• How Financial Planners can use "Behavior" awareness to grow their business

Receive 12 CE Credits toward CFP® certification &
12 non-IMCA CE hours. Click Here for more information.

For Purchase at the event:

Keynote Speaker:
Behavior Finance Expert
David Adler's Snap Judgment

Luncheon Speaker:
Founder, Scott Wealth Management Group
Thomas C. Scott's Fasten Your Financial Seatbelt