2025 Semi-Annual Meeting
January 22/23/24, 2025
2024 Semi-Annual Meeting
January 22/23/24, 2024
Atlanta was born out of the intersection of two railroads: the Western and the Atlantic. What will be born out of the intersection of AI, pool plan arrangements. SECURE 2.0, legislative and regulatory updates and robust peer to peer conversation? A better retirement, plan, system, and industry.
Meeting Planning Committee
Co-Chairs
Craig Rosenthal Chief Marketing Officer | Fiduciary Decisions
Scott L. Schlappi CEBS®, CPFA™, AIFA® Senior Vice President, Retirement Plan Services | Wealth Plan Advisors - a division of HUB International
Members
Alexander G. Assaley III AIF®, CPFA® Managing Director | HUB International | AFS, President of the Retirement Advisor Council
Julie Braun CRPS® QPFC® | Morgan Stanley Graystone Consulting
Christina Buchanan CIMA® | Fidelity Investments
Patrick Bushlack AIF®, CPFA® | The Standard
Melissa Cowan | Cowan Consulting
Nicholas Cummings | OneAmerica
Glenn Dial | American Century Investments
Mike Dullaghan | Franklin Templeton
Michael G. Doshier | T. Rowe Price
John Erickson AIF® | The Standard
Kelly Famiglietta AIF®, C(k)P®, CFP®, CPFA | Charles Stephen and Company, Inc.
Derek Fiorenza C(k)P®, CPFA™, AIF®, PPC™, MSBA | Summit Group Retirement Planners
Tommy B. Ford C(k)P® | The Gibson Group at Morgan Stanley Wealth Management
Erin Hall MBA, AIF®, C(k)P®, CPFA | Strategic Retirement Partners
C. Andrew Harbour CFP®, CIMA® | Morgan Stanley Graystone Consulting Atlanta
Thomas Harty | Charles Schwab & Co., Inc.
Robert Haverstrom AIF®, C(k)P® | Corebridge Financial
Paula A. Hendrickson CFP®, C(K)P®, CBFA® | NFP Retirement Division
Ami Hindia CRPS®, C(k)P | Fidelity Investments
Greg Hobson CFP®, AIF® | Greenspring Wealth Management, Inc.
John Kinsley | John Hancock
Matt Luksa CRPS® | First Eagle Investments
Greg Marsh AIF® | Bridgehaven Fiduciary Partners
Robert A. Massa, ChFC®, CEBS®, CPFA™, AIF®, CBC | Qualified Plan Advisors
Emily Minnich CFP® | Gaertner Investment Consulting Group
Daniella Moiseyev Special Consultant
Daniel J. Peluse AIF®, C(k)P®, CBFA®, CRPS® | Wintrust Wealth Management
Troy L. Redstone CFPA®, AIF®, CFEI®, CBFA® | PHD. Retirement Consulting
James D. Robison AIF®, CBFA | Strategic Retirement Partners
Kevin Ross | Fidelity Investments
Peggy Santhouse Special Consultant
Timothy M. Schannep CFP® | Retirement Wealth Partners, LLC
William Schories AIF®, CIMA®, CRPS® | Invesco
Neil Shifman | Ubiquity Retirement
Geoff White | GRP Financial
VENUE
Fidelity Investments
One Destiny Way WBIA
Westlake TX 76262
