Moshe Milevsky on: The 7 Most Important Conversations for Retirement Income

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Professor Moshe A. Milevsky, Ph.D. will review the seven most important conversations or principles around sound retirement income planning, by presenting the main scientific breakthroughs that have been at the core of providing a sustainable retirement income. The narrative he shares weaves the biographies and life stories of people behind “the equations” many of whom are quite colorful and interesting characters in their own right. This presentation is the college version of: Retirement Calculus for Poets, based on the best-selling book: The 7 Most Important Equations for Your Retirement.

In this session you will learn about:

  • Compelling personalities and the stories of their mathematical and scientific breakthroughs
  • The source of equations for asset allocation, annuities, insurance, longevity and more
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Marshall

Hosted by:
Marshall Heitzman
VP - Advanced Planning Consultant

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Join us to learn from Professor Moshe Milevsky, Ph.D's experience

  • Date: Wednesday, September 15, 2021
  • Start Time: 1:00 PM CT / 2:00 PM ET
  • Duration: 60 minutes
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Upcoming Sessions

Penny Phillips on 9 Barriers to Next Level Growth

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Most advisors are successful by default, not design. Relying on high-volume, high-activity growth strategies can be a recipe for burnout and business stagnation.

Discover strategies for scaling up and growing your practice without hitting the time-wall and seeing your growth plateau.
  • Date: October 20, 2021
  • Start Time: 1:00 PM CT / 2:00 PM ET
  • Duration: 60 minutes
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Ray Kelly

NOVEMBER 17

Intentionally Creating a Leadership Culture

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Scott Knapp & Steve Rick

DECEMBER 15

Economic and Market Update

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