2011 Semi-Annual Meeting
October 17, 2011 - 11:45 AM
Wrigley Room
Hyatt Regency Chicago
151 E. Wacker Drive
Chicago, Illinois 60601 USA
11:45 AM Buffet Lunch
Executive Board Address
Advisor Search RFP Template Initiative
ING
Steve Davis
National Vice President, Mid Market Sales
Financial Literacy Initiative
1:30 PM Break
1:45 PM Roundtable Discussions – Topics based on survey findings / issues in day-to-day practice (Best Practices)
Presentation / Discussion – Professional Retirement Plan Advisor Study – Preliminary Findings
Action Plan and Next Steps
4:00 PM Adjourn
