SOURCE: Wealth2k

April 19, 2007 08:30 ET

Wealth2k CEO David Macchia Chosen to Deliver Keynote Addresses at Two Industry Conferences

Presentations Focus on Leading-Edge Technology for IRA Rollover Market; Laddered Strategies for Income-Generation

HINGHAM, MA -- (MARKET WIRE) -- April 19, 2007 -- Technology & the Rollover/Retention Challenge will be the title of Wealth2k CEO David Macchia's keynote address on July 10 at the Financial Research Associates' 2007 IRA Rollover Summit. Mr. Macchia will share his incisive perspective on hi-tech solutions for preventing rollover retention challenges from becoming a full-blown crisis. He will also present the latest trends in technology personalization down to the plan participant level, and provide new insight into the web browser component in rollover strategy.

On July 30, 2007, Mr. Macchia will deliver a keynote address entitled, Laddered Retirement Strategies for Creating Sustainable, Inflation-Adjusted Retirement Income, at World Research Group's Optimized Income & Product Solutions for Retirement Advisors conference. He will share his expertise on the development and marketing of retirement income product combination solutions.

About David Macchia

Hailed as a "marketing guru" by Research Magazine, David Macchia ( is one of the financial services industry's top strategic marketing consultants. He is widely recognized for developing innovative programs that have ignited billions of dollars in sales growth for ING, Aviva, AIG, Sun Life Financial, MassMutual, Jackson National Life, Securities America Investments, The Phoenix Companies, Fixed Income Securities, and NFP Securities among others. David is a founding member and Chair of the Communications Committee of the non-profit Retirement Income Industry Association.

About Wealth2k, Inc.

Wealth2k, Inc. ( is a strategic marketing firm focused exclusively on the financial services industry. The firm provides a unique combination of marketing content and technology designed to help financial services companies and their intermediaries increase market share, improve sales practices and capitalize on emerging sales opportunities.

Contact Information