Financial Wellness at Work and in Retirement
2014 Semi-Annual Meeting of the Retirement Advisor Council
January 13/14, 2015
Westlake, TX
Dates and Times
Monday, January 12, 2015:
5:30PM Pre-event – Grapevine Dinner Wine Tour (Optional)
Tuesday, January 13, 2015:
9:30AM New Member Orientation
10:00AM Committee Meetings
11:00AM Board Meeting Working lunch
1:00PM-5:00PM Semi-Annual Meeting
6:00PM Dinner
Old Hickory Steakhouse
Gaylord Texan Resort and Convention Center
Wednesday, January 14, 2015:
7:45AM Continental Breakfast Buffet
8:15AM-3:30PM Semi-Annual Meeting
Venue
Fidelity Investments
One Destiny Way
Westlake, TX 76262
Auditorium B (Ground Floor)
Dress Code
- Business Casual Dress Code for pre-event, January 13th meetings and event dinner
- Business Attire for photography on January 14th
Agenda
Monday, January 12th, 2015
5:30PM Grapevine Dinner Wine Tour (Optional)
Tuesday, January 13th, 2015
9:30 AM New Member Orientation
10:00 AM Committee Meetings
11:00 AM Board Meeting Working lunch
1:00PM Passing of the Gavel Ceremony
Opening, Welcome, Goals and Objectives
Adrian Hodge – Fidelity Investments
Steven Smith – Transamerica Retirement Solutions
Meeting Planning Committee Chair
Political Environment, Prospective Legislation, Rules and Regulations,
and Strategies for Investment and Retirement Planning Professionals
Speaker: Bradford P. Campbell – Drinker, Biddle & Reath LLP
Outlining a Definition of Plan Fiduciary Conducive to Participant Success in Retirement
Moderator: Alan Spierer, AIF® – UBS Institutional Consulting Group
Panelists: Bradford P. Campbell-Counsel—Drinker Biddle & Reath, LLP
Karen F. Prange, Vice President & Counsel-Great-West Financial
Robert J. Rafter, J.D., President – RJR Consulting
Refreshment Break
Business Session
Board
Breakout Roundtable Sessions
Scaling the business (staff / infrastructure)
Compensation of team members
Productivity and time management
Finding ways to add value
Participant retirement income planning services
DB, Cash Balance, and NQDC plan services
5:00 p.m. Adjourn
5:15 p.m. Transportation to the Gaylord Texan Resort and Convention Center
6:00 p.m. Dinner - Old Hickory Steakhouse - Gaylord Texan Resort and Convention Center
January 14, 2015
7:45 a.m. Continental Breakfast Buffet
8:15 a.m. Total Benefit Solutions
Moderator: Mike Gouldin – Gouldin & McCarthy
Speaker: TBA - Compass Total Benefit Solutions
Retirement Income Distribution Counseling & Advice– Practical Application
Moderator: Michael Gouldin, AIF, CRPC – Gouldin and McCarthy, LLC
Panelists: Brian D. Dillon, AIFA, ChFC—Positive Retirement Outcomes, LLC
Bruce G. Lanser, CIMA, CRPS — UBS Institutional Consulting
Troy Redstone, AIF – PHD. Retirement Consulting
10:00 a.m. Refreshment Break
Managing and Rewarding Advisor Team Members – Discussion of Process, Fact(or)s, and Circumstances
Moderator: Per Torgesen
Better Sales Comp Consultants
Speaker TBA - Compass Total Benefit Solutions
Health and Wealth: Lifestyle Planning to and in Retirement: Is It Really Necessary?
Moderator: Barbara Delaney – StoneStreet Advisor Group
Speaker: Liz Davidson – Financial Finesse
12:05 p.m. Buffet luncheon
12:45 p.m. Incorporating Consulting Projects in Your Practice
Moderator: Sean Patton, AIF
Breakout Roundtable Sessions (Repeated)
Scaling the business (staff / infrastructure)
Compensation of team members
Productivity and time management
Finding ways to add value
Participant retirement income planning services
DB, Cash Balance, and NQDC plan services
2:30 p.m. Committee Reports
3:30 p.m. Adjourn
3:30 p.m. Transportation
Event Networking Dinner
The event networking dinner will be at The Old Hickory Steakhouse, located at the Gaylord Texan Resort and Convention Center.
Hotel/Transportation
A block of rooms has been reserved at the Gaylord Texan Resort and Convention Center. We will be providing a rooming list to the hotel. Please indicate whether or not you will need a room during the registration process.
Gaylord Texan Resort & Convention Center
1501 Gaylord Trail
Grapevine, TX 76051
(817) 778-1000
Registration deadlines for meeting:
Please register by December 23, 2014
