Smarter Retirement Income Planning
Original Broadcast Date: Thursday, October 18, 2012
What happens if we run out of money before we run out of life? It’s not just a fear for many anymore but is becoming an unfortunate reality and people are looking to their investment advisors for answers.
Just as accumulation strategies differ significantly from distribution strategies when looking to maintain an affordable quality of life in retirement, so too does the asset allocation required for each. What might have worked previously in getting clients to retirement might be disastrous now that the assets must be maintained.
Join Investment Advisor Magazine and AdvisorOne.com for this live, interactive webcast, sponsored by AXA Equitable Life Insurance Company, and hear from industry experts regarding the main differences between accumulation, distribution and asset allocation strategies. Attend this online-only event and learn how to avoid potential pitfalls while uncovering potential hidden gems in order to provide your clients with the best retirement strategy for their particular needs.
Mark Singer CFP®
Advisor and Author of The Changing Landscape of Retirement
Mark Singer is a CERTIFIED FINANCIAL PLANNER™ professional and the author of The Changing Landscape of Retirement―What You Don't Know Could Hurt You. He has been The Retirement Guide to thousands of investors for close to 25 years and is the creator of the Retirement Roadmap and the Financial Organizer System, both of which contribute to a solution to investors' greatest concerns―properly coordinating their financial affairs. These systems have become a primary resource for the people who have worked with Mark over the years.
Mark is a frequent speaker at events in and around Boston, teaches for the non-profit Heartland Institute as a Certified Financial Educator (CFEd™), and is the founder of the Greater Boston Corporate Wellness Forum. He was the host of television's long-running program "Your Money Matters," as well as hosting "Retirement Corner" on WBOQ 104.9 FM and "Retirement Strategies" on WESX 1230 AM radio. Mark also hosted "Your Financial Future" on Blogtalk Radio through the Diva Toolbox, where he shared his specific expertise in working with women on financial matters.
Mark is a former columnist for the Money section of The Lynn Daily Item, a Boston-area newspaper, and is a frequent contributor to various newspapers and other periodicals. He has shared his expertise nationally in interviews and appearances with The Wall Street Journal, ABCNews.com, FoxNews.com and Bloomberg Radio, as well as locally on NECN and WRKO.<br.
Mark is a past member of the Board of Directors of the Institute of Certified Financial Planning and of the International Society of Retirement Planning.
Charlie Farrell, J.D., LL. M.
North Star Investment Advisors, LLC
Charlie Farrell is CEO of North Star Investment Advisors, LLC, columnist for Inc.com, and author of “Your Money Ratios - 8 Simple Tools for Financial Security.”
John Sullivan is the Editor in Chief of Investment Advisor magazine and the editor of the Retirement Channel for AdvisorOne. Sullivan is the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.
Director, Strategic Content Group
Summit Business Media
AXA Equitable Life Insurance Company (NY, NY) is not affiiliated with any other entity named on this page.
GE-80540 (9/12) (Exp. 9/14)