£238.80 – £299.99

Science of Retirement Conference 2018

Event Information

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Location

Location

Royal College of Physicians

11 St Andrews Place

Regent's Park

London

NW1 4LE

United Kingdom

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Refund Policy

Refund Policy

No Refunds

Event description

Description

Now in its 4th year, the annual Science of Retirement Conference is the go-to event for advisers looking for in-depth research-based insight on retirement income. This year, we welcome leading researchers and financial planners to explore critical issues that have practical implications for clients, including:

  • Improving sustainable withdrawal rates through asset allocation, rebalancing and portfolio management practices

  • DB transfer: Huge advice opportunity or the next scandal

  • Managing longevity risk in retirement

  • Non-financial aspects of retirement planning


Speakers

David Blanchett, PhD, CFA, CFP® / Head of Retirement Research, Morningstar (US)

David Blanchett head of retirement research for Morningstar. His research has been published in a variety of industry and academic journals and received many awards, most recently the Journal of Financial Planning’s 2014 and 2015 Montgomery-Warschauer Award and the CFP Board Center for Financial Planning 2017 Academic Research Colloquium Best Investments Paper Award.


Abraham Okusanya M Sc., CFP®, APFS / Host, Science of Retirement Conference

Abraham is the creator of Timelineapp.co, an innovative web app for illustrating sustainable withdrawal strategies for retirement portfolios. He’s the founder of retirement and investment research firm FinalytiQ.


Mel Holman LLB, CFP®, AFPS / Director, Compliance and Training Solutions

Mel Holman LLB, CFPCM, APFS is a lawyer turned compliance officer. She has worked in the Financial Services profession for twenty-two years.


Note

  • Tickets are transferable but not refundable.

  • VAT invoices are automatically provided.

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Date and Time

Location

Royal College of Physicians

11 St Andrews Place

Regent's Park

London

NW1 4LE

United Kingdom

View Map

Refund Policy

No Refunds

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