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U.S. Securities and Exchange Commission

THIRD ANNUAL SENIORS SUMMIT

Agenda – Morning Program: Protecting Your Assets As You Age

9:30 – 10:00 Registration/Donuts and Coffee

10:00 – 10:15 Opening Remarks: SEC Chairman Christopher Cox

10:15 – 10:45 Managing Your Income in Retirement

Presenter:
Robert Brokamp, Senior Advisor, The Motley Fool

10:45 – 11:20 Healthy, Wealthy and Wise

Panelists:
Jason Karlawish, M.D., Associate Professor of Medicine and Medical Ethics, University of Pennsylvania Medical School

Erica Wood, Assistant Director, ABA Commission on Law and Aging

Moderator:
Kristi Kaepplein, Director, Office of Investor Education and Advocacy, SEC

11:20 – 11:30 Break

11:30 – 12:30 Outsmarting Investment Fraud

Speakers:
Geraldine Walsh, Vice President, FINRA

Christine Kieffer, Senior Program Director, FINRA Investor Education Foundation

12:30 Closing Remarks:
Wayne Strumpfer, Assistant Director, Office of Investor Education and Advocacy, SEC

http://www.sec.gov/investor/seniors/agenda20080922am.htm


Modified: 09/18/2008