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2017 Spring Symposium
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2017 Spring Symposium

Don't Miss our Spring Symposium featuring Key Note Speakers Wade Pfau and Bob Veres, as well as a Key Note from Hearsay Social! You do not want to miss this event!

 Export to Your Calendar 6/5/2017
When: 06/05/2017
8:00 am
Where: Map this event »
Dulles Hyatt
2300 Dulles Corner Blvd
Herndon, Virginia  20171
United States
Contact: Peggy Nelson

Online registration is available until: 6/5/2017
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Enjoy these Key Note Speakers:

Wade D. Pfau, Ph.D., CFA - Sponsored by Fairway Mortgage Corporation

Reverse Mortgages: How to use Reverse Mortgages to Secure Your Retirement


Wade D. Pfau, Ph.D., CFA, is a Professor of Retirement Income in the Ph.D. program for Financial and Retirement Planning at The American College in Bryn Mawr, PA. He also serves as a Principal and Director for McLean Asset Management and Chief Planning Strategist of software provider inStream Solutions. He holds a doctorate in economics from Princeton University and publishes frequently in a wide variety of academic and practitioner research journals on topics related to retirement income. He hosts the Retirement Researcher website, and is a monthly columnist for Advisor Perspectives, a RetireMentor for MarketWatch, a contributor to Forbes, and an Expert Panelist for the Wall Street Journal. His research has been discussed in outlets including the print editions of The Economist, New York Times, Wall Street Journal, Time, Kiplinger’s, and Money Magazine. He recently authored his first book, Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement.

Brief Program Description

In the early days, reverse mortgages were generally treated as a last resort option after other resources were depleted, or as a way to obtain quick access to a large lump-sum of assets. This is not the appropriate way to think about reverse mortgages in a retirement income plan, especially in light of recent research. The reverse mortgage option should be viewed as a method for responsible retirees to create liquidity for an otherwise illiquid asset, which in turn can create new options that potentially support a more efficient retirement income strategy (more spending and/or a greater legacy). After providing an overview of retirement income planning, which sets the context for understanding the potential role of reverse mortgages, this presentation explains the basics for how reverse mortgages work. I then provide an overview of potential uses for a reverse mortgage in a retirement income plan.


Bob Veres


The New Profession





Bob Veres is editor and publisher of the Inside Information interactive guide to trends and innovations in the profession, and contributing editor and columnist for Financial Planning magazine. As a journalist, he has won several national awards, including the Jesse H. Neal Award from the American Business Media group, considered the most prestigious editorial honor in the field of specialized journalism, and the Azbee Award of Excellence from the American Society of Business Press Editors.


Over his 30-year career in the financial services world, Mr. Veres has worked as editor of Financial Planning magazine; as a contributing editor to the Journal of Financial Planning; as a columnist and editor-at-large of Investment Advisor magazine; and as editor of Morningstar’s advisor web site: In addition, he is a sought-out speaker for many of the planning world’s most important professional conferences.


In addition, Mr. Veres co-produces the Insider’s Forum conference for independent financial advisory firms.


Mr. Veres has been named one of the most influential people in the financial planning profession by Investment Advisor magazine and Financial Planning magazine, was granted the Special Achievement Award for service to the profession by the National Association of Personal Financial Advisors, and the Heart of Financial Planning Distinguished Service Award from the Denver-based Financial Planning Association.


Brief Program Description


The financial planning world has entered a period of hyper-evolution, with new technology, new competition, new and unfamiliar clients and different pricing structures.  In this session, Bob Veres will put it all together, and offer some practical solutions for not only surviving the tsunami of change, but riding it to greater growth and prosperity.


Victor Gaxiola - Hearsay Social - Sponsored by Charles Schwab & Co., Inc.


Changing Customer Expectations, Social Media Best Practices and the Digital Experience





Victor Gaxiola is the Head of Customer Advocacy at Hearsay Systems. He works closely with customers to drive adoption, retention and the return on investment in social media, mobile adoption, and digital innovation. Victor's background and experience as a former financial advisor and social media consultant facilitate his ability to work closely with Hearsay's customer community of social directors, marketers and compliance officers. He is also active in industry events and frequently contributes to the conversations in digital transformation and innovation providing content and thought leadership on behalf of Hearsay.  Victor is the author of the Advisor of the Future: How to Stay Relevant in the Digital Age Executive Report and host of the Hearsay On the Air podcast that highlights through leadership in digital transformation, innovation and social media in financial services. The podcast is available on iTunes, GooglePlay, Stitcher Radio, Soundcloud and iHeart Radio.


Brief Program Description


Financial services companies are facing an evolving set of business challenges such as shifting customer behaviors, and the convergence of social, mobile, and digital technologies. As a result, companies and individuals must reassess their business strategies and examine their budgets in current technology to ensure they align with customers and the market overall.  In this presentation we'll explore how advisors are creating deeper client relationships through personalized communications and social media, and what companies are doing to empower the advisor of the future.


See our full June Symposium Schedule HERE!

Members - $285 - Non-Members - $335

Don't Miss this Great Program!