About the Seminar

Become the sponsor of an extraordinary educational event.

Benefit from a unique strategy for growing your business.

Build income plans and manage more assets.

Visuals from the Seminar

To give you an idea of the striking visual impact the presentation makes, below are a few slides from the seminar.

Seminar Title Slide

"How AUM-based client segmentation fails most retirees."

"A Constrained Investor's top priority? Managing risks."

"How two, financially identical retirees experience dramatically different outcomes."

"Chapter: How Women and Men View Money Differently."

"Women express concerns about outliving their incomes."

"Learning about the Hybrid Income Strategy."

Chapter: "Understanding the Constrained Investor."

"Constrained Investor reinvents client segmentation; the three investor segments."

"The unique and powerful exploration of Timing Risk."

"Longevity: Asking the question, What is Old?"

"Male advisors often make flawed assumptions about women."

Attendees learn about an impactful new concept."

"Creating lifetime, inflation-adjusted income."