At this online conference, you’ll have the opportunity to hear from some of the most well-respected experts in the country. They will share their experience and knowledge in financial planning, investment management, and retirement planning.
Agenda
MAY 25
9:30
Jason Mackey
A Game-Changer in the Health Insurance Industry! How the American Rescue Plan Act of 2021 could help you retire sooner.
11:00
Jay Pestricelli - Zega Buy & Hedge
Worried about Market Volatility? Manage your risk with Buy & Hedge!
12:30
Jerry Garner - Mutual of Omaha: Reverse Mortgages
Learn about the misinformation you might have heard & learn how today’s reverse mortgage is not what your parents thought it was.
2:00
Rick Durkee & Jerry Garner - Relocating in Retirement
What 3 financial decisions do you have to make before deciding where to move next?
3:30
Alecia Barnette w/ FIG (LTC)
Cognitive Care: How could Alzheimer's affect you and your family in retirement?
5:00
Nathan White - Social Security
Learn how to properly time & take your Social Security benefits to maximize those benefits & minimize the taxes on them. Knowledge is power, which equates to $$$!!!
Agenda
MAY 26
9:30
Wayne Ferbert - Founder / Managing Partner
Alpha DNA Investment Management
Companies that deliver Revenue & Earnings growth, higher than Wall Street expects, are typically rewarded with a higher stock price. Find out how Alpha DNA is able to identify these companies before the most advanced Wall Street analysts can.
11:00
Alan Donald - Owner, The Alan Donald Team
Keller Williams Realty
Real Estate for retirees and future retirees: Finding the good buys in a low inventory, seller's real estate market.
12:30
Michael Sgobbo -The Law Office of Michael Sgobbo LLC
The importance of having your advance directives in place so as to not die Intestate (without a will in place).
2:00
Tripp Wiles - Wiles Law Firm
Estate Planning & Legacy Planning: Learn about the three trusts you need to have to plan for future tax uncertainty.
3:30
Bill Boscow & Steven Salque
Trends in Senior Health Care – an essential service in high demand
Agenda
MAY 27
9:30
Rick Durkee & Nathan White - Income Planning
How not having a retirement income plan could cost you BIG in retirement. Write it down & make it happen! Having a written retirement income plan can help you avoid costly retirement mistakes and show you how to achieve your income goals.
11:00
Ryan Borer & Rick Durkee
Can you get better risk-adjusted returns with an uncertain market future?
12:30
David Greene @ Kai-Zen & Darryl Fyall
Tax-Free Retirement Income Streams, Leveraging IRS tax code 7702
2:00
Mike Bacon & Rick Reeves
Opportunity Zone Investing - Learn how to eliminate large capital gains taxes on the sale of highly appreciated assets (including real estate)
Three days. Over 15 Speakers!
The Retirement Planning Summit is like no other conference you’ve attended. Get away from the sales pitches and get back to practical, actionable information.
All Speakers
Choose From Experts In Retirement Income Planning, Finance, Investing, Real Estate, Legal, Social Security, Medicare, and More!
We are proud to offer this event in 2021 as a one-of-a-kind platform to learn how to prepare for the future. Don’t miss your chance to attend!
15+
Keynote Speakers
01
Harness the power of Artificial Intelligence and investing!
Wayne Ferbert
Founder / Managing Partner
Alpha DNA Investment Management
Portfolio manager for unique quantamental strategy that uses Big Data and Machine Learning to build better portfolios.
Wayne has spent his entire 22-year career in financial services. He founded Alpha DNA Investment Management to broaden the use of machine learning in the Hedged Equity space.
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02
A "true game-changer" for the health insurance industry
Jason Mackey
Advisor & Managing Partner
M & A Prime Benefits, LLC
Jason Mackey has over 23 years of experience in the insurance business. A United States Air Force veteran, he is an expert in Medicare and has written a book entitled "Medicare Blueprint," which will be available for download during the Summit.
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03
Defined Outcome Retirement Income Planning
Rick Durkee
Founder/CEO
Coastal Financial Planning Group
Since founding the Coastal Financial Planning Group in 2003, Rick earned his reputation as a strategist in retirement planning and asset management by adopting an approach called "Income Allocation," a financial planning concept that focuses on capturing market gain, while avoiding market losses in a retirement asset portfolio to make certain that investment markets, during volatile market periods, do not affect the amount of time money lasts.
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04
Opportunity Zone Investing In a "Rising Tax Environment"
Mike Bacon
VP, Private Wealth, West Coast RIA
CIM Group
CIM Group is a premier real estate fund manager that makes private equity and/or debt investments in urban communities throughout North America. Their in-house team of experts works together to identify and create value in real assets, benefiting the communities in which we invest.
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