Endowment Income Announces Investment Advisors Competition
CHULA VISTA, CA, March 25, 2010 -- Endowment Income, LLC has announced a new educational program for the retirement income market. The program takes the form of a financial planning competition for investment advisors. The goal of the competition is to raise the awareness of the need for retirement income planning and to identify and promote best practices in the industry. The event will be launched at The CFDD's October 6-8, 2010 Advisor Conference at the downtown Chicago Fairmont Hotel.
The Retirement Income Smackdown Case Study: Three Advisors Using Different Approaches Duke It Out Over The Best Solution for "One" Client will be moderated by Keith Diffenderffer, President, Endowment Income, LLC
Case study submissions are open to all industry professionals who plan to attend the conference. The three best entries will be selected as finalists and each will make a fifteen minute presentation at the conference. The winner, determined by an audience of peers, will receive prizes and a certificate suitable for framing. The winner will also benefit from Business Building Visibility through press releases and interviews (audio & video) on The CFDD Station, an upcoming internet broadcasting station devoted to retirement plans content.
To view the case study specifics and conference information visit the CFDD's website at: http://www.thecfdd.com/CFDDconference2010. To enter the smackdown, email your retirement income plan to CFDD@The CFDD.com . As noted by Keith Diffenderffer, President, Endowment Income, "The competition is a retirement income study, not an estate planning study. As with any real life client situation, advisors may make their own assumptions and plan for contingencies."
About Endowment Income
Endowment Income, LLC provides consulting and research services to investment firms and insurance companies focusing on the retirement income market. Based on years of studying asset allocation models and sustainable withdrawal strategy research, the Endowment Income model reflects the essence of building income portfolios for individual investors. The patent pending matrix design is unique in the industry and is based on the integration of Target Risk Multi-Asset Allocation Strategies and Fixed Rate Distribution Schedules. The model addresses the broad spectrum of both risk tolerances and income demands. The investor-centric model was designed by a financial advisor for use by financial advisors.
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