About this Event
Welcome to the Retirement Income Summit by Nestimate! The Retirement Income Summit is designed to bring together advisors, consultants, and retirement thought leaders for actionable education and tools to implement lifetime income solutions. The event will take place in person at the Hilton St. Petersburg Bayfront, and provide an opportunity to attend the St. Pete Grand Prix! Reserve your spot today!
At the Summit, attendees will:
- Garner a deeper understanding of the different lifetime income solutions
- Learn when an income solution makes sense for a plan
- See clearly how each type of solution fits into different situations
- Distinguish features of the available solutions in the marketplace; where they excel and what are their drawbacks
- Gain confidence to prudently evaluate retirement income solutions and implement them with their plan sponsor clients
- Understand Fiduciary and Legal Considerations
February 26th
🕑: 12:00 PM - 12:20 PM
Event Kickoff
🕑: 12:20 PM - 01:00 PM
Lifetime Income Evolution & Landscape
Host: Spencer Look w/ Morningstar
🕑: 01:00 PM - 02:00 PM
Exploring the Fiduciary Framework for Lifetime Income
Host: Matthew Eickman w/ Fiduciary Law Center
🕑: 02:00 PM - 02:30 PM
Is a Guaranteed Income Solution right for my 401(k) plan?
🕑: 02:30 PM - 03:00 PM
Peer to Peer
🕑: 03:00 PM - 03:15 PM
Break
🕑: 03:15 PM - 04:30 PM
How to Evaluate and Implement Income: A Due Diligence Framework
🕑: 04:30 PM - 05:00 PM
Introduction to Fixed Indexed Annuities
🕑: 05:00 PM - 05:30 PM
Introduction to Fixed Annuities
🕑: 06:30 PM - 09:30 PM
Evening Activity - Dinner at the St. Pete Pier!
Info: https://stpetepier.org/
February 27th
🕑: 07:30 AM - 08:30 AM
Breakfast
🕑: 08:30 AM - 08:45 AM
Day 2 Kick Off
🕑: 08:45 AM - 09:15 AM
Introduction to Variable (GLWB) Annuities
🕑: 09:15 AM - 09:45 AM
Target Date Funds with Lifetime Income: Considerations and Diligence
🕑: 09:45 AM - 10:30 AM
Managed Account with Lifetime Income: Considerations and Diligence
🕑: 10:30 AM - 10:45 AM
Break
🕑: 10:45 AM - 11:30 PM
Protecting You and Your Clients Income: Fiduciary and Legal Considerations
🕑: 11:30 AM - 12:00 PM
To Guarantee or Not To Guarantee, That is The Question
Info: Explore the difference between non-guaranteed and guaranteed retirement income solutions.
🕑: 12:00 PM - 01:00 PM
Lunch
🕑: 01:00 PM - 01:45 PM
Participant Engagement and Education
Host: Jennifer Raynor w/ Moniwell
🕑: 01:45 PM - 02:30 PM
Plan Sponsor Perspective: Why Did We Implement Income?
🕑: 02:30 PM - 02:45 PM
Break
🕑: 02:45 PM - 03:15 PM
Peer to Peer: What Can I Implement Moving Forward?
🕑: 03:15 PM - 03:45 PM
The Hot Seat: Guaranteed Lifetime Income
🕑: 03:45 PM - 04:00 PM
Closing Remarks
🕑: 05:00 PM - 06:30 PM
Retirement Income: Off to the Races 5k Fun Run on Racetrack (Optional)
🕑: 07:00 PM - 09:00 PM
Dinner
February 28th
🕑: 11:00 AM - 07:00 PM
Firestone Grand Prix: Suite for the Race and Access to Garages
Info: Relax in the comfort of a track side suite or explore the excitement of the paddocks
Event Venue & Nearby Stays
Hilton St. Petersburg Bayfront, 333 1st Street Southeast, St. Petersburg, United States
USD 199.99
