The Smart Money Retirement Expo – 11/23/19

The best day to plant a tree was 20 years ago. The 2nd best day is today. Even if you thought you had it all set, retirement is changing. The plans, the investment strategies, the timing, the very nature of what it means to be retired in today’s world is being redefined. That’s why we’ve gathered the nation’s leading retirement experts under one roof, so that you can bring your retirement strategies up to date amidst this rapidly changing environment. Now is the time to stop hoping, and start knowing.

The 2019 Smart Money Retirement Expo heads to the Sheraton Tysons Hotel in Tysons Corner, VA – Nov. 23 with 4 sessions to choose from.

This unique event will focus on personal finance and the retirement lifestyle with 6 keynote presentations, 20 breakout sessions, exhibitors and much more. (See the complete agenda below.)

Tickets are on sale now (here) at just $10 – benefiting the Boys & Girls Club.

Questions?  Click here, email expo@edelmanfinancialengines.com, or call 888-PLAN-RIC

AM Session: 8:00 AM – 12:30 PM

TRACK 1

8:00  AM – 9:30 AM: Continental Breakfast

8:00 AM – 1:00 PM: Registration

8:00 AM – 1:00 PM: Visit With Exhibitors

9:00 AM – 10:00 AM: Breakout Session 1

  • Topics include (choose 1): How to Avoid the Costs of Long-Term Care; How to Generate Income From Your Investments in Retirement; The 3 Steps to Successful Investment Management; Designing the Retirement Lifestyle Right For You – and Your Elders

10:30 AM – 11:30 AM: Breakout Session 2

  • Topics include (choose 1): Introduction to Estate Planning; How to Maximize Your Social Security Benefits; What the Future of Retirement Savings Means for You; The Fourth Industrial Revolution is Here: Are You Ready?

TRACK 2

8:00  AM – 9:30 AM: Continental Breakfast

8:00 AM – 1:00 PM: Registration

8:00 AM – 1:00 PM: Visit With Exhibitors

9:30 AM – 10:30 AM: AM Keynote

  • Ric Edelman Presents, “The Impact of Longevity on Your Financial Planning Strategies”

11:00 AM – 12:00 PM: AM Keynote Panel 1

  • End of Life Planning: the Difficult but Vital Discussion with George Vradenburg, Chairman and Co-Founder, UsAgainstAlzheimer’s
    Kim Callinan, CEO, Compassion & Choices

12:00 PM – 12:30 PM: AM Keynote Panel 2

  • Funding Our Future: Retirement Security Challenges and Solutions (Panel) with Monique Morrissey, Economic Policy Institute; and Jason Fichtner, Bipartisan Policy Center

PM Session: 12:30 PM – 5:00 PM

TRACK 3

12:30 PM – 2:00 PM: Lunch

12:30 PM – 3:30 PM: Registration

12:30 PM – 5:00 PM: Visit with Exhibitors

2:00 PM – 3:00 PM: Breakout Session 3

  • Topics Include (choose 1): How to Avoid the Costs of Long-Term Care; How to Generate Income From Your Investments in Retirement; The 3 Steps to Successful Investment Management; Designing the Retirement Lifestyle Right for You – and Your Elders

3:30 PM – 4:30 PM: Breakout Session 4

  • Topics include (choose 1): Introduction to Estate Planning; How to Maximize Your Social Security Benefits; What the Future of Retirement Savings Means for You; The Fourth Industrial Revolution is Here: Are You Ready?

TRACK 4

12:30 PM – 2:00 PM: Lunch

12:30 PM – 3:30 PM: Registration

12:30 PM – 5:00 PM: Visit with Exhibitors

1:30 PM – 2:30 PM: PM Keynote

  • Ric Edelman Presents, “The Impact of Longevity on Your Financial Planning Strategies”

3:00 PM – 4:00 PM: PM Keynote Panel 1

  • End of Life Planning: the Difficult but Vital Discussion with George Vradenburg, Chairman and Co-Founder, UsAgainstAlzheimer’s; and Kim Callinan, CEO, Compassion & Choices

4:00 PM – 4:30 PM: PM Keynote Panel 2

  • Funding Our Future: Retirement Security Challenges and Solutions with Monique Morrissey, Economic Policy Institute; and Jason Fichtner, Bipartisan Policy Center

Sponsored by:

Newsletter

Local Weather