Preparing for the Changing Landscape of Regulations, Healthcare and Technology
2015 Annual Meeting of the Retirement Advisor Council
June 22/23/24, 2015
Charlotte, NC
Dates and Times
Monday, June 22, 2015:
5:00PM NASCAR Hall of Fame
6:30PM Dinner
Tuesday, June 23, 2015:
11:00AM Retirement Advisor Council Board Meeting
12:00PM Lunch and Welcome
1:00PM-5:00PM Annual Meeting
6:00PM Sponsored Dinner
Wednesday, June 24, 2015:
7:45AM Continental Breakfast Buffet
8:15AM-3:30PM Annual Meeting
Venue
Wells Fargo Institutional Retirement and Trust
430 South Tryon Street
Charlotte, NC 28202
Dress Code
- Business Casual Dress Code for pre-event and June 23 and 24th meetings
Agenda
Monday, June 22, 2015
5:00PM NASCAR Hall of Fame (Optional)
6:30PM Dinner
Tuesday, June 23, 2015
11:00 AM Retirement Advisor Council Board Meeting
12:00 PM Lunch and Welcome
Sponsor: Wells Fargo Asset Management
Marcela Curry – Wells Fargo Institutional Retirement and Trust
1:00 PM Opening Goals & Objectives
Mike Gouldin – Gouldin & McCarthy
Member Engagement Committee Chair
Steven Smith – Transamerica Retirement Solutions
Annual Planning Meeting Committee Chair
Conflicts of Interest Proposed Rule
Introduction: Melissa Cowan
Panelists: Steve Dimitriou – Mayflower Advisors
Former President - NAPA
Sam Brandwein, CFP®, CIMA®– Morgan Stanley
President-elect - NAPA
What the Proposed Rule Means for us…
Moderated Roundtables by College
Next Steps and Implications for advisor practices
3:15 PM Refreshment Break
Proposed Comments to Regulators
Moderator: Barbara Delaney, StoneStreet Advisors
Speaker: Alan Spierer, UBS Institutional Consulting
Business Session
Board
5:00 PM Adjourn
6:00 PM Sponsored Dinner
June 24, 2015
7:45 AM. Continental Breakfast Buffet
8:15 AM The Adviser Directed HSA: Next Steps in Retirement and Health Care Consulting
Moderator: Mike Gouldin – Gouldin & McCarthy
Speakers: Ryan Tiernan – Access Point HSA
Committee Meetings – 2015 / 2016 Plans and Budgets
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- Advisor Search RFP Template
- Finance and Standards
- Member Engagement
- NAPA Relationship
- Research
- Public Relations
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10:30 AM Refreshment Break
Health Savings Accounts
Moderator: Marcela Curry
Speaker: TBA - Wells Fargo Institutional Retirement and Trust
12:00 PM Buffet luncheon
12:45 PM Committee Presentations
Paul Mahan – Commonwealth Financial Network
Breakout Roundtable Sessions
Advisor Practice Management Topics
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- Scaling services to client size and budget
- Marketing the practice
- Developing associates to become next generation Advisors
- Finding ways to add value
- Scaling the business (staff / infrastructure)
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BIG DATA and Employer Engagement
Kris Gates - MassMutual Financial Services
3:30 p.m. Adjourn
3:30 p.m. Transportation
