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Financial Behavior in Retirement

Building a Successful Retirement Practice for 2011 and Beyond

November 15, 2010 - November 16, 2010

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 3rd 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

Take a detailed look at our in-depth and content driven agenda at http://www.financial-planning.com/conferences/fbr10/

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Roth Conversion Center

Advice and insights from industry experts on changes in the rules governing Roth IRAs set to take effect in 2010

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