Yearly Archives: 2019
Mid Atlantic held its 2019 National Partner Conference in Mexico
Mid Atlantic held its 2019 National Partner Conference at the glorious JW Marriott Los Cabos Beach Resort and Spa in Mexico. The setting helped to generate a relaxed vibe throughout the week with glorious food, fishing, a volleyball competition as well as multiple pools to enjoy! Despite these distractions, sessions were well attended and feedback was strong.
The three-day event took place May 14 – May 16 and included many impressive speakers, most notably a live-feed discussion by Dr. Alan Greenspan & Dr. Charles Lieberman, Advisors Capital Management entitled “A View from the Top.” Dr. Lieberman moderated the live discussion with the former Fed Chairman discussing macro issues affecting your clients and the world.
We have included a link to this year’s agenda: 2019 Conference Agenda
Although we cannot have a conference in Mexico every year, it was suggested that we return to this location again in the future! As always, many thanks go out to all our terrific speakers, sponsors, and business partners for their involvement in helping us make this year’s annual conference so successful!
BlackRock introduces iRetire – A simple process to help answer lifetime questions
“Will I have enough for the retirement I want?” The iRetire® plan can help the advisor determine his/her client’s needs with an easy to understand retirement gap analysis. This tool shows the relationship between your client’s savings and the number that really matters: the income they could have each year in retirement. It helps empower decisions, illustrating the tradeoffs between risk, retirement date, income needs and spending.