Timeline Goes to Chicago!

Timeline is Taking on the ‘Windy City’

On April 30th we’ll be taking Timeline, the Sustainable Withdrawal Rate software to the Retirement Income Summit 2018 in Chicago! For two days, we’ll be showing off the software to over 400 advisers from across the US!

Organised by the InvestmentNews magazine, the annual Retirement Income Summit is the premier retirement planning conference in the US and features a fantastic range of speakers like Michael Kitces, David Blanchett & Wade Pfau.

Our Panel Session

At 2:25pm – 3:15pm our very own Abraham Okusanya will be taking on:

‘Technology Solutions for Retirement Income Planning’.

Many firms have built tools to help advisers incorporate retirement income strategies into client financial plans, and many tools can be used directly when educating their clients. This session will look at a few of these tools that will allow advisers to evaluate a client’s financial picture and illustrate how an income stream of annuities, life insurance, and long term care during retirement years can project a secure future.

Alongside Abraham on this panel are:

  • Ross Znavor, Managing Director, BlackRock Digital Wealth
  • Abraham Okusanya, M Sc., Founder and Director, FinalytiQ
  • Jack Sharry, EVP, Strategic Partnerships, LifeYield
  • Ryan W. Neal, Technology Reporter, InvestmentNews
  • Daniel Latham, Account Manager, MoneyGuidePro®, Created by PIEtech

In the area?

Not only will we be roaming around the event, gathering all sorts of delightful information but we will also be exhibiting. Showing exactly what Timeline can do!

In the area? Why not show your face and come say hello!

Westin Chicago River North

320 North Dearborn Street Chicago, IL 60654

Comments

comments powered by Disqus

Sign up and get 30 days free

Schedule a Demo

Suggest a date and time