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You're invited to the First Annual Bucket Bliss Conference

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You’re Invited to the First Annual Bucket Bliss Conference! Come learn from advisors who use Bucket Bliss every day with every client and how they do it so you can take your Bucket Bliss Experience to a whole new level.

 

If you’ve already secured your spot, we are so excited to meet and exchange ideas with you at our Bucket Bliss conference. If you haven’t secured your spot, we don’t want you to miss out! There is still time to register by clicking the link below.

 

Event Information

Welcome Reception

Wednesday, September 20
7:00 PM - 9:00 PM

Bucket Bliss Conference

Thursday, September 21
7:30 AM - 4:30 PM

Location

Salt Lake Marriot Downtown at City Creek
75 S West Temple
Salt Lake City, UT 84101

Itinerary*

7:30 AM - 8:00 AM

Breakfast

8:00 AM - 12:00 PM

Morning Sessions
Why Buckets?: How bucket strategies compare to other retirement income planning strategies and a Bucket Bliss case study.

 

How to explain the Bucket Bliss strategy to prospective clients and how to use Bucket Bliss in annual account reviews

 

Investment behavior and the psychology of spending retirement income.

12:00 PM - 1:00 PM

Lunch

1:00 PM - 5:00 PM

Afternoon Sessions
Enhancing the client experience with Bucket Bliss

 

Filling the Buckets: What investments to put in the buckets and how to manage them.

 

Bucket Bliss Success Stories: Best practices from advisors who use Bucket Bliss every day
*Itinerary is subject to change

Keynote Speakers

 

Ove Fladberg

Ove fladberg

Chief Investment Officer of Multi-Asset Solutions
JP Morgan Asset Management

Ove Fladberg, managing director, is a Chief Investment Officer of Multi-Asset Solutions and Head of Market Cap Weighted Equity Strategies. As head of the Columbus, OH-based investment team, he has overall responsibility for the JPMorgan Investor Funds as well as other multi-asset strategies and market-cap weighted equity investment strategies. Ove is the lead portfolio manager for the Investor Funds, a series of multi-asset funds, and a member of the Investor Funds Asset Allocation Committee. As such, he is responsible for asset allocation optimization, portfolio analytics, asset allocation research and manager due diligence for the Funds. Ove previously held various positions within the firm including senior portfolio analyst for the Investment Strategies Team, vice president and wholesaler, and vice president of Personal Financial Services at JPMorgan Chase Bank. Prior to joining the firm in 2003, he was an investment specialist at Charles Schwab & Co. and an investment representative at Edward Jones. Ove earned a Masters of Business and Economics from BI Norwegian School of Management. He maintains Series 7 and 63 licenses.

 

 

Dan Veto

Dan veto

Senior Advisor
Age Wave

For over 25 years, Dan Veto’s pioneering research and consulting have influenced leading organizations across diverse industries, as well as countless retirement professionals and their clients. His work illuminates the exciting promise and critical new financial and lifestyle responsibilities associated with longevity and the new retirement.
Dan is a highly sought-after keynote speaker on the changing nature of life after 50. His dynamic presentation style consistently receives high praise, and his unparalleled insight into the real-life challenges and triumphs of aging and retirement is frequently featured in the media, including the New York Times, BusinessWeek, SmartMoney, and Financial Planning Magazine.
Prior to joining Age Wave, Dan served on the board of directors and was Chief Marketing Officer and Senior Vice President of Strategic Planning at Bankers Life. He began his career at McKinsey & Company, a leading management consulting firm, where he advised financial services and health care clients.
Dan holds a BS in Electrical Engineering from the University of Illinois and an MBA from INSEAD.

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