If you’re known by the company you keep, as an advisor you couldn’t be in better company than the fellow advisors and industry gurus who will gather in Boston starting Thursday morning, Oct. 10 for the Think Retirement Income conference. While we can’t pretend to be objective, Investment Advisor Editor-in-Chief John Sullivan has put together a dynamite program whose intent is to help advisors solve the retirement income puzzle, in large measure by learning from your peers.
The programming for this retirement planning conference with a difference was devised with the help of an all-star advisory board that includes folks like Harold Evensky, Greg Friedman, Charlie Farrell, Michael Kitces, Rob Francais and—well, the complete list is here. Many of these luminaries will sit on interactive roundtables during the show, that runs through midday Friday, Oct. 11, with other successful RIAs.
The conference will be bookended by opening day keynote speaker Charles Ellis, the management consultant and author, who will share his thoughts on What It Takes: Seven Secrets of Success from the World’s Greatest Professional Firms, with the closing keynote delivered by the always enthusiastic and inspirational Tim Noonan of Russell Investments.