Retirement Study Breakfast Briefing - San Francisco: Preview

July 15, 2008

The Ritz-Carlton
600 Stockton Street at California Street
San Francisco, CA 94108
(415) 296-7465

Registration Deadline: July 1, 2008

Members are permitted to send up to five senior executives to this session. Lodging is member's responsibility.

Preview

Please join us at 8:00 a.m. on Tuesday, July, 15, 2008, at The Ritz-Carlton in San Francisco for a breakfast discussion where we will talk about one of the most pressing issues facing companies today - retirement. We will share the results of Diamond's recent research, highlighting consumer attitudes and corporate readiness to serve the Baby Boomer market.

In our "Retirement Study 2008," we analyze how the convergence of health, wealth, and risk management is creating new business opportunities for companies that adopt a broader vision of the services they offer, as well as a more precise view of the boomers they serve.

Boomers, who - in aggregate - make up the wealthiest generation in history, face rising healthcare costs, inflation, and an uncertain economy. Many are over-confident and ill-prepared for the future.

The boomer market presents significant opportunities, but many companies need to reconsider their strategies if they are to capitalize on the opportunities. Financial services firms, insurers, and healthcare payers need to adjust to the changing and varied market needs. For example, 89 percent of insurers Diamond surveyed believe that "making products simple for their customers to understand" is a source of competitive advantage, however only 23 percent believe they do it.

We hope you can join us for what promises to be an interesting and thought-provoking discussion!