New York Life: Advisors – Optimizing Retirement Income with Wade Pfau, PhD, CFA

The Boston General Office is pleased to present guest speaker Wade Pfau, PhD, CFA, American College Professor. Join us as he discusses his award-winning research on how more efficient retirement income solutions can be obtained through a combination of investment portfolios, income annuities, and whole life insurance. Gain exclusive insight on how to practically apply academic retirement research to your clients’ planning. You will not want to miss this exclusive event.

Event is for Professionals
Free to attend, but an RSVP is required!   Email cdressel@ft.newyorklife.com

When: September 12, 2017 | 2:00-3:30pm
Where: Catherine Dressel Financial Services Professional with Nylife Securities LLC
201 Jones Rd, 5th Floor, Waltham, Massachusetts 02451

This presentation is for informational purposes only. The guest speakers appearing at this seminar are solely responsible for the content of their presentations which may not necessarily represent the opinions of New York Life Insurance Company or its subsidiaries. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.