2009 Semi-Annual Meeting
Practical Initiatives to Support the Advisor Channel
Agenda
September 23, 2009
Hyatt Regency - Orlando International Airport
Orlando, FL
10:00 AM Opening, introductions, recap and objectives
Action plan updates and discussion
Initiatives considered for implementation
Advice legislation and utilization – retirement readiness
John Hancock Funds
Gene R. Huxhold
Senior Managing Director
Groom Law Group
Stephen M. Saxon, J.D.
Chairman
Enhanced advisor competency
Columbia Management – Mark Dence
Director, Investment-Only Division
Selecting target-date funds
JP Morgan Asset Management
Glenn A. Dial
Vice President
Fee disclosure to participants
MFS Investment Management
Ryan Mullen
Senior Managing Director, National Sales
11:15 AM Other goals, objectives and initiatives
11:30 AM Council structure and direction
- Mission, purpose
- Leadership committee
- Frequency of meetings
- Location of meetings
- Format of meetings
- Subcommittees
- Invitation list
12:00 PM Adjourn
