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Monday, March 22, 2010

4:30 PM - 5:15 PM
Track: GROWTH TRACK View Track

MINING RETIREMENT INCOME: CREATING A SUCCESSFUL RETIREMENT BUSINESS OPERATING MODEL

Moderator: Don McNees, Principal, DELOITTE
Panelist: Edward O’Connor, Managing Director, Head of US Fund and Retirement Services, UBS
Panelist: Hugh H. Gallagher, Senior Vice President, Enterprise Payments Strategy and Retail Deposit Product Management, SUNTRUST BANKS, INC.

The most profound financial crisis since the Great Depression, coming at a time when a disproportionately large segment of the US population is at or near retirement, has highlighted the risks to a secure lifestyle and made clear the need for retirement planning, saving and investment. Banks and investment firms have a unique opportunity to fuel growth in income and deepen customer relationships by deploying the capabilities to meet this need. Unfortunately too few organizations have sharpened their message to specific customer segments, developed or gained access to innovative retirement products or have individuals equipped to have needs-based conversations with customers about their retirement hopes, dreams and basic living needs.  This session will include Retail Segment Heads and Retirement and Investment Management leads from both banking and investment firms who will discuss their candid views and experience with what works on the front line of the retirement market opportunity

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