2011 Annual Planning Meeting
Detailed Agenda
May 25/26, 2011
MassMutual Conference Center - Chicopee, MA
May 25 (Wednesday)
1:00 PM General session–Opening, welcome, goals and objectives
Welcome
MassMutual
Jonathan Shuman
National Sales Leader, Retirement Services
Washington Update
Strategies to develop the voice of Retirement Advisors
ASPPA – Brian Graff
Executive Director/CEO
3:30 PM Refreshment Break
3:45 PM Prescience 2015:
Expert Opinions on the Future of Retirement Plans
Diversified Investment Advisors
Laura White
Vice President, Marketing
Business Model Segmentation for the Retirement Plan Market
- Managing Strategic Client Relationships
- Enhancing point of sale success
MFS Investment Management
Matthew Gannon Ryan Mullen
Senior Vice President Senior Managing Director
Breakout discussions
6:00 PM Adjourn
7:00 PM Networking dinner
May 26 (Thursday)
7:30 AM Continental breakfast buffet
8:00 AM Business session
Executive report, 2011 Annual Report, Council structure
Advisor-to-advisor model: Panel discussion
Professionalism in the context of specialists working with generalists
Moderator:
Bank of America Merrill Lynch
Joe Mrozek
Director, National Sales Manager – Advisory Sales
Panelists:
Morgan Stanley Smith Barney
Joe McLaughlin
Vice President & Wealth Advisor
Bank of America Merrill Lynch
Bruce Gsell
Managing Director - Investments
Lynch and Dietz
Ed Lynch
Managing Director
Financial literacy initiatives: is there more to be done?
John Hancock Funds
Gene Huxhold
Senior Managing Director
Chepenik Financial
Jason Chepenik
Managing Partner
10:15 AM Refreshment Break
10:30 AM Discussion Roundtables
Debrief – Council action items for 2011
12:15 PM Buffet luncheon
12:45 PM Plan Sponsor views of Professional Retirement Plan Advisors
Government markets: Opportunities for professional advisors
The Hartford
Don MacQuattie
Vice President & Director
Plan sponsor adoption of retirement income products – theory and practice
Brightwork Partners -Ron Bush
Cafaro Greenleaf LLC - Dorann Cafaro
3:15 PM Council action plan for 2011 and next steps
4:00 PM Adjourn
