£238.80 – £299.99

Science of Retirement Conference 2018

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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

The vision for the Science of Retirement Conference is that delegates will go away better equipped and inspired to help clients enjoy a dignified retirement, one in which the money outlives the people. So, you can expect top-notch content on the 'art' and the 'science' of retirement at this conference.

The science part is about how to quantify the chances of outliving one's wealth and design robust strategies to mitigate this risk. Since its inception in 2015, this conference has gained a reputation for its in-depth, evidence-based research content on the mechanics of withdrawal strategy, longevity, asset allocation and much more. This year would be no different!

The art about how we have the big conversation about the risk of outliving their wealth and 'sell' them on the plan to mitigate this risk. It's about how we stop them from being their own worst enemy under extreme market conditions.

Key topics include:

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

  • DB transfer: Huge advice opportunity or the next scandal

  • Non-financial aspects of retirement planning

  • Managing retirement transition

  • Behavioural Counselling for Retirement


Speakers

Nick Murray
Known as the 'Advisor's Advisor', Mr Murray has spent the better part of his 50 years in the financial advisory profession coaching, mentoring and guiding financial advisers. He is the author of twelve books, including Simple Wealth, Inevitable Wealth, which has sold nearly a quarter million copies.

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

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.
  • If your business is not VAT registered, it's best to register as an individual rather than as a business.
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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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