Today, in the United States, more than 8,000 people woke up to their 60th birthday - making them closer to retirement age. A global recession and lack of planning will leave many of them unprepared to meet financial needs. To help address the growing retirement crisis, financial advisors recently explored new ideas to help Boomers better prepare for their future at five Boomertirement® Road Show in Dallas, Washington, D.C., Chicago, Los Angeles and New York City in February and March 2009.

“I have been an MDRT member for 30 years, and this is the finest program I have attended – up to the minute, delivered in an efficient, timely manner, right on my doorstep. Many, many thanks.”

– David Meshulam, Encino, Calif.

Highlights of the Road Shows are recapped on this page.  We invite you to take just a couple minutes to explore these resources.    

• Best Practices for Getting Boomers to Prepare for Retirement – Matt Thornhill Presentation
• Video
• Event Photos
• Press Releases
• Speakers
• PREP

Best Practices for Getting Boomers to Prepare for Retirement

Research Indicates Economic Downturn Hitting Boomers Hardest

Presentation

Matt Thornhill, founder and president of the Boomer Project, the consultancy that completed the January 2009 PREP-sponsored research, unveiled new research findings at the Boomertirement Road Shows in February and March. View Matt’s presentation here to learn insight into the Baby Boomer generation, best practices from top financial planners, and other valuable information shared with financial advisors to help them better prepare for the future with their Baby Boomer clients.

Video

		Philip Harriman, James Tyrpak & Jeffrey Taggart Video Presentations www.boomertirementnews.com/media/ Road_Show_Harriman_Tyrpak_Taggart.wmv www.boomertirementnews.com/media/ Road_Show_Harriman_Tyrpak_Taggart.mp3
		Matt Thornhill Video Presentation www.boomertirementnews.com/media/Road_Show_Thornhhill.wmv www.boomertirementnews.com/media/Road_Show_Thornhhill.mp3
		Social Security Administration & Tom Hegna Video Presentations www.boomertirementnews.com/media/Road_Show_SS_Hegna.wmv www.boomertirementnews.com/media/Road_Show_SS_Hegna.mp3

Event Photos

Take a photo tour of the Boomertirment Road Shows.

Press Releases

• Financial Advisors: Economic Downturn Hitting Boomers Hardest
  
• Boomertirement® Road Shows PREP Financial Advisors

Speakers

You can view a full description of the Boomertirement Road Show speakers here. 

	Philip E. Harriman, CLU, ChFC Partner, Lebel & Harriman, LLP Past President, MDRT
	James J. Tyrpak, CLU, ChFC, AEP, MSFS President, Desmon, Kohnstamm & Tyrpak, Inc. Past President, Society of FSP
	Jeffrey J. Taggart, CLU, ChFC, LUTCF General Agent, UNIFI Companies Past President, NAIFA
	Matt Thornhill Founder and President, The Boomer Project
	Tom Hegna, CLU, ChFC, CASL Vice President, New York Life Insurance Company

PREP

The Boomertirement Road Shows were sponsored by PREP to better equip financial advisors with best practices and new tools to help Baby Boomers. To learn more about PREP, please visit www.PREPpartnership.com.