Demographics, Gender and Wealth: Profiting from The Retirement Income Revolution

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Retirement income planning is the key to your future success. Winning the confidence of "Boomer" women investors is the key to your future success. Shifting how you think about annuities is the key to your future success. Wait! Which one is the key to my future success? The answer is, they all are! And they combine in a powerful new, consumer-oriented planning construct called Constrained Investor. David Macchia will demonstrate how to maximize growth in assets and boost client satisfaction as we navigate the largest asset acquisition opportunity of our lifetimes.

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Approved for 1 hour CE: CFP®, CFA®, CPWA®, CIMA®, CIMC®, RMA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®. 

The CFP Board® accepts the LIVE program for one hour of CE credit towards the CFP® certification. If you provide the required information during the webinar registration process and stay for the entire session we will report your attendance to these organizations. Investments & Wealth Institute® accepts this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. If you provide the required information during the webinar registration process and stay for the entire LIVE event we will report your attendance to IWI. If you watch the ON-DEMAND event please email us at [email protected] for the IWI® webinar ID to self-report your attendance.

Speakers

David Macchia, MBA, RMA, CBBF
Founder & CEO
Wealth2k, Inc.

David Macchia is an entrepreneur, author, thought leader, public speaker and marketing content expert focused on developing communications and technology solutions for retirement income distribution planning. He has dedicated his efforts to improving the retirement security outcomes of America’s “Boomer” women. To make this an attainable objective, David created Women And Income,™ the first retirement income solution developed expressly for female investors who are approaching retirement or recently retired.

David founded Wealth2k, Inc. to provide innovative, advisor-delivered solutions for retirement income planning. He led the team that developed The Income for Life Model®. The Model has enabled financial advisors to capture investment assets totaling $70 billion. Most importantly, its users have improved the financial security of many thousands of retirees.

David writes frequently on the subject of retirement income planning for both the consumer and financial advisor audiences. He is the author of the consumer finance book, Lucky Retiree: How to Create and Keep Your Retirement Income with The Income for Life Model. He also writes a monthly column for RetirementInvestor.io, and is a frequent contributor to both Advisor Perspectives and Financial Advisor Magazine. David wrote a regular monthly column for Research Magazine, as well as the Bank Insurance and Securities Association’s Portfolio Magazine. He has also written for Financial Planning, Investment Advisor, InvestmentNews, Advisor Today, Retirement Income Journal and Life/health Advisor. David has been quoted in the WSJ and numerous other news outlets.

A gifted public speaker, David has delivered dozens of Keynote addresses for organizations including the Bank Insurance & Securities Association, Financial Planning Association, Pershing Customer Conference, Structured Products Association, Retirement Income Industry Association, National Association of Fixed Annuities and LIMRA. He has also showcased product and program introductions at broker-dealer, insurer, bank and asset manager conferences.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.