Social Security will soon be completely transformed, and the financial services industry will play a major role in the process. So says William Shipman, chairman of CarriageOaks Partners LLC, a Massachusetts-based consulting firm specializing in retirement finance, and speaker at ICPA’s Educational Forum July 22 to 24 at the Park Hyatt in Washington, D.C. ICPA, an association of insurance and financial services conference planners, has an intense learning agenda scheduled for the forum, ...

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