2026 Annual Planning Meeting
VENUE - MEETING AGENDA - HOTEL INFORMATION - MEETING PLANNING COMMITTEE
Revolution to Reinvention: Navigating the New Frontier of Retirement
In Boston — where bold ideas once reshaped a nation — today’s retirement leaders will come together to focus on what comes next.
Hosted at Boston College Law School and co-led by the Center for Retirement Research and First Eagle Investments, this meeting is designed to connect rigorous research with real-world application.
This is where “what if” becomes “how to.”
And because great ideas often happen outside the meeting room, we’ll kick things off with a social outing to a Boston Red Sox game on opening night — a chance to connect with peers in a quintessential Boston setting.
Join us June 16–17 for two days of insight, dialogue, and forward-thinking strategy.
VENUE
Boston College Law School
885 Centre St
Newton Centre, MA 02459
AGENDA
Tuesday, June 16, 2026
| 10:00 a.m. - 1:00 p.m. | Board Meeting (at Boston College for Executive Board Members only) |
| 2:00 p.m. - 5:00 p.m. | Annual Planning Meeting |
| 5:30 p.m. | Transportation to Fenway Park (from the AC Hotel Boston Cleveland Circle) |
| 6:00 p.m. – 8:00 p.m. | Red Sox Game |
Wednesday, June 17, 2026
| 8:00 a.m. | Continental Breakfast at Boston College |
| 8:30 a.m. – 5:00 p.m. | Annual Planning Meeting |
| 5:15 p.m. | Hors d’oeuvres and Cocktail Hour at location TBA |
HOTEL
Hotel Reservations
AC Hotel Boston Cleveland Circle395 Chestnut Hill Avenue
Boston, MA 02135
We have a block of rooms at the AC Hotel Boston Cleveland Circle at the rate of $339.00 per night not including taxes and incidentals. Please reserve here by June 5, 2026
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
General Sessions Subcommittee
Robert Haverstrom AIF®, C(k)P® | Corebridge Financial
William Schories AIF®, CIMA®, CRPS® | Invesco
Breakout Sessions Subcommittee
Melissa Cowan | Cowan Consulting
Marketing and Member Engagement Subcommittee
Daniella Moiseyev Head of Content Strategy | Principal Financial Group
Fun Subcommittee
Paula A. Hendrickson CFP®, C(K)P®, CBFA® | NFP Retirement Division
Host and Location Subcommittee
John Kinsley | John Hancock
MEMBERS
Julie Braun CRPS® QPFC® | Morgan Stanley Graystone Consulting
Lisa Buffington AIF ®, CPFA ® | Marsh McLennan Agency
Patrick Bushlack AIF®, CPFA® | The Standard
Esti Buskin | Nuveen
Christopher Cervantes C(k)P®, CFP®, CIMA®, CPFA®, NQPA® | Valorous Advisors
Nicole Corning CFP®, CRPC®, AIF® | Pathlight Advisors
Glenn Dial | American Century Investments
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
Matt Haywood AIF®, CPFA® | Krilogy
Greg Hobson, CFP®, AIF®| Greenspring Wealth Management, Inc.
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
Daniel J. Peluse AIF®, C(k)P®, CBFA®, CRPS® | Wintrust Wealth Management
Troy L. Redstone CFPA®, AIF®, CFEI®, CBFA® | PHD. Retirement Consulting
Kevin Ross | Fidelity Investments
Peggy Santhouse | Envestnet
Matthew Savage | Morningstar Retirement
Timothy M. Schannep CFP® | Retirement Wealth Partners, LLC
Renee Scherzer AIF®, CPFA® | OneDigital Retirement Advisors
Emma Vicenzi | Invesco
Geoff White | GRP Financial
2026 Annual Planning Meeting
June 16-17, 2026
VENUE - MEETING AGENDA - HOTEL INFORMATION - MEETING PLANNING COMMITTEE
Revolution to Reinvention: Navigating the New Frontier of Retirement
In Boston — where bold ideas once reshaped a nation — today’s retirement leaders will come together to focus on what comes next.
Hosted at Boston College Law School and co-led by the Center for Retirement Research and First Eagle Investments, this meeting is designed to connect rigorous research with real-world application.
This is where “what if” becomes “how to.”
And because great ideas often happen outside the meeting room, we’ll kick things off with a social outing to a Boston Red Sox game on opening night — a chance to connect with peers in a quintessential Boston setting.
Join us June 16–17 for two days of insight, dialogue, and forward-thinking strategy.
VENUE
Boston College Law School
885 Centre St
Newton Centre, MA 02459
AGENDA
Tuesday, June 16, 2026
| 10:00 a.m. - 1:00 p.m. | Board Meeting (at Boston College for Executive Board Members only) |
| 2:00 p.m. - 5:00 p.m. | Annual Planning Meeting |
| 5:30 p.m. | Transportation to Fenway Park (from the AC Hotel Boston Cleveland Circle) |
| 6:00 p.m. – 8:00 p.m. | Red Sox Game |
Wednesday, June 17, 2026
| 8:00 a.m. | Continental Breakfast at Boston College |
| 8:30 a.m. – 5:00 p.m. | Annual Planning Meeting |
| 5:15 p.m. | Hors d’oeuvres and Cocktail Hour at location TBA |
HOTEL
Hotel Reservations
AC Hotel Boston Cleveland Circle395 Chestnut Hill Avenue
Boston, MA 02135
We have a block of rooms at the AC Hotel Boston Cleveland Circle at the rate of $339.00 per night not including taxes and incidentals. Please reserve here by June 5, 2026
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
General Sessions Subcommittee
Robert Haverstrom AIF®, C(k)P® | Corebridge Financial
William Schories AIF®, CIMA®, CRPS® | Invesco
Breakout Sessions Subcommittee
Melissa Cowan | Cowan Consulting
Marketing and Member Engagement Subcommittee
Daniella Moiseyev Head of Content Strategy | Principal Financial Group
Fun Subcommittee
Paula A. Hendrickson CFP®, C(K)P®, CBFA® | NFP Retirement Division
Host and Location Subcommittee
John Kinsley | John Hancock
MEMBERS
Julie Braun CRPS® QPFC® | Morgan Stanley Graystone Consulting
Lisa Buffington AIF ®, CPFA ® | Marsh McLennan Agency
Patrick Bushlack AIF®, CPFA® | The Standard
Esti Buskin | Nuveen
Christopher Cervantes C(k)P®, CFP®, CIMA®, CPFA®, NQPA® | Valorous Advisors
Nicole Corning CFP®, CRPC®, AIF® | Pathlight Advisors
Glenn Dial | American Century Investments
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
Matt Haywood AIF®, CPFA® | Krilogy
Greg Hobson, CFP®, AIF®| Greenspring Wealth Management, Inc.
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
Daniel J. Peluse AIF®, C(k)P®, CBFA®, CRPS® | Wintrust Wealth Management
Troy L. Redstone CFPA®, AIF®, CFEI®, CBFA® | PHD. Retirement Consulting
Kevin Ross | Fidelity Investments
Peggy Santhouse | Envestnet
Matthew Savage | Morningstar Retirement
Timothy M. Schannep CFP® | Retirement Wealth Partners, LLC
Renee Scherzer AIF®, CPFA® | OneDigital Retirement Advisors
Emma Vicenzi | Invesco
Geoff White | GRP Financial
