The theme of our Forum is Rendezvous with Reality: Closing the Income Gap in Retirement. A rendezvous is an agreement between two or more persons to meet at a certain time and place. As a skilled planner you’ve been meeting clients for years, possibly decades. The reality of retirement is now. The first of the baby boomers celebrated their 66th birthday this year. Your clients scheduled a meeting with retirement in a time and place called tomorrow. Their financial health resulting from years of your advice in insurance, taxes, estate planning and strategic allocation all come to fruition today. No second chances, no instant replays. In other words, game over.
Or is it?
Clients need you more today than ever. Mandatory IRA distributions, ultra-low interest rates, the high cost of health care, parents moving in with their kids, home prices at a 15-20 year lows. There’s no place to earn a decent risk free yield with excess cash. Twenty-something’s witnessing the Great Recession are too scared to invest. That’s where the Fall Forum can help.
We will start breakfast with a warm welcome, followed by our keynote speaker Brian Wesbury. Brian, an economist with First Trust Advisors, L.P., will share his optimism, good humor and his take on the US economy.