2012 Semi-Annual Meeting
October 24, 2012 – Chicago, IL
Agenda
12:00 PM Lunch and Update from the Board
MorganStanley
Patrick Rieck
John Hancock Investments
Gene Huxhold
NFP Corporate Services
Tim Black
- 2012 accomplishments
- Proposed annual report (design, sections, topic of one-pager, editorial board)
- Proposed 2013 initiatives (PR and promotion of Professional Advisors, research, positions, industry leadership, practice management, Internal)
- NAPA relationship committee
- Status update and next steps
- How to capitalize on accomplishments and expand usage (update, glossary of terms, designation spreadsheet, other)
- Topic 1 – State-sponsored retirement plans (2 groups)
- Topic 2 – Lifetime income / retirement income (2 groups)
- Topic 3 – Practice financials in a shrinking margin environment (revisit 2012 discussion)
Advisor Search RFP Initiative
Guardian Retirement Solutions
Steve Davis
National Sales Manager
Financial Literacy Initiative
1:45 PM Break
2:00 PM Position papers input moderated discussion
Next generation of specialist advisors – (e.g. Career path, education, background of new entrants, thoughts on representatives / diversity, aspirations, mode of operation, etc.)
Robert W. Baird & Co.
Sharon Schmid
First Vice President, Retirement Plan Services
Next Steps
4:00 PM Adjourn
