
Online • April 11th, 2023 • 12pm - 3pm EST
Annual Conference on Personal Financial Management

2023 Theme:
Life Insurance &
Financial Advising
Speakers
Dr. Wade Pfau
Four Approaches to Managing Retirement Income
Dr. Shawn Cole
Incentives and Decisions:
Evidence on the Role(s) of Insurance Agents
Dr. Aaron Yelowitz
COVID-19 and Life Insurance Markets
Organized by: Narat Charupat, Jason Pereira, Moshe Milevsky