2010 Annual Planning Meeting
Agenda
May 26/27, 2010
Putnam Investments - Boston, MA
May 26 (Wednesday)
1:30 PM General session – Opening, welcome, goals and objectives
Retirement Savings Challenge:
A call for reform
Putnam Investments – David C. Tyrie
Head of DC Product and Marketing, Global Marketing and Product
Disclosing Your Competitive Advantage
MFS Investment Management – Ryan Mullen
Senior Managing Director
Columbia Management – Mark Dence
Managing Director, Investment-Only Division
3:30 PM Refreshment Break
3:45 PM Professional retirement plan advisor
Value proposition, research and promotion
Breakout discussions
General Session:Summary and evaluation
5:30 PM Adjourn
7:00 PM Networking dinner at Stella Restaurant
May 27 (Thursday)
8:00 AM Continental breakfast buffet
8:30 AM General session – Review and Annual Report discussion
“Advisor’s Edge” - Prospecting tools and techniques
Franklin Templeton – Yaqub Ahmed
Head of Investment-Only Division
Advisor Readiness – Preparing for the elements that will
change the way advisors do business
John Hancock Funds – Gene Huxhold
Senior Managing Director
Instructions for breakout sessions
10:30 AM Refreshment Break
10:45 AM Breakout discussions
12:00 PM Buffet luncheon
1:00 PM General session - review
Target Date Funds Legislative Update
J.P. Morgan Asset Management – Glenn A. Dial
Vice President National Sales Manager Investment Only-Defined Contribution
General session – Off the drawing board and into reality
3:30 PM Adjourn
