February 4 - 6, 2021 | Orlando
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Event Overview

Despite headwinds like a longer time horizon, the current low-yield market environment, and the need to strategically allocate beyond stocks, bonds, and funds, there are only a few distinct, yet very important, retirement decisions that really matter. Those are the ones you need to get right, so you don’t run out of money during your golden years. The nature of risk changes in retirement, as the lifestyles of retirees become more vulnerable to the impacts of market volatility, unknown longevity, and spending shocks. In these sessions, you’ll learn about retirement risks and how to approach building a plan to meet the financial goals of retirement while managing your risks.


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Adams Financial Concepts was formed in 2005 to manage stock and bond portfolios for clients seeking to create and preserve wealth. Using his own approach to security management, Mike Adams has developed his own style, which combines a bottoms-up approach with economic overtones. It values stock and bond portfolios, based on relative reward/risk criteria. He tends to concentrate in fewer positions, rather than a wide, diversified portfolio. It’s an approach similar to the Buffett philosophy of “putting all your eggs in one basket and watching the basket,” but also combines the perspective of game theory. Recognizing that volatility increases with fewer positions, Mr. Adams also runs portfolios based on the Sharpe-Fisher studies. 


speaker photo ETFs
Jack Ablin


speaker photo MONEY MANAGEMENT
Mike Adams

Adams Financial Concepts, LLC

speaker photo FUNDS
Christine Benz

Morningstar, Inc.

speaker photo INCOME
Robert Carlson

Retirement Watch

speaker photo COMMODITIES
Adrian Day

Adrian Day Asset Management

speaker photo ETFs
Jeff DeMaso

Adviser Investments

speaker photo ASSET PROTECTION
Melodie Durfee

Legacy Global Foundation

speaker photo ESTATE PLANNING
Rick Durfee

Durfee Law Group, PLLC

speaker photo MONEY MANAGEMENT
Brent Kesler

The Money Multiplier

speaker photo MARKETS
Keith Lerner, CFA, CMT

SunTrust Advisory Services, Inc.

speaker photo ECONOMY
Charles Lieberman

Advisors Capital Management

speaker photo ETFs
Jim Lowell

Adviser Investments

speaker photo BONDS
Michael Miller

Wellesley Asset Management, Inc.

speaker photo DIVIDEND
Louis Navellier

Growth Investor, Breakthrough Stocks & Accelerated Profits

speaker photo ESTATE PLANNING
David Phillips

Estate Planning Specialists, Inc.

speaker photo ESTATE PLANNING
Todd Phillips

Estate Planning Specialists, Inc.

speaker photo MARKETS
Keith Richards

ValueTrend Wealth Management

speaker photo MARKETS
Jeffrey Saut

Capital Wealth Planning

speaker photo MARKETS
Terry Savage

The Savage Truth on Money

speaker photo INCOME
Kevin Simpson

Capital Wealth Planning

speaker photo ETFs
Mike Turner

Turner Capital Investments

speaker photo MARKETS
John West

Spraker Wealth Management, Inc.

speaker photo DIVIDEND
Kelley Wright

Investment Quality Trends

Summary Of Events

February 6, 2020
February 7, 2020
3:00 pm - 3:45 pm

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