August 23 - 25, 2018 | San Francisco

Panel Workshop Details

Aug. 26, 8:45 AM - 11:45 AM PDT

Mission Impossible?--the Search for Yield*

America is undergoing a major shift in demographics. Large numbers of Baby Boomers are entering retirement and the search for income has become the main investment theme. But, building an income portfolio is not straightforward. Portfolios must take into account inflation, the required rate of return, tax implications for various types of income, sequence risk, and life expectancy; very different from the portfolio models investors focused on during their accumulation years.

In this in-depth and informative Master Class, three income investing experts will share their, insights, analysis, outlook for the future, and specific buy, sell, and hold recommendations that will help you manage your risk, safeguard your investments, and reach realistic profit goals.

*$109 per person if purchased by August 3; $139 after August 3

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John Buckingham


The Prudent Speculator

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Marilyn Cohen

President & CEO

Envision Capital Management, Inc.

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Kelley Wright

Managing Editor

Investment Quality Trends