2026 Semi-Annual Meeting
January 25 - 26, 2026 - Atlanta, GA
2026 Semi-Annual Meeting
January 25 - 26, 2026
VENUE - MEETING AGENDA - HOTEL INFORMATION - MEETING PLANNING COMMITTEE
From Upheaval to Vision: the Future of the Retirement Plans Business from the New South
Welcome to Atlanta—where movements gain momentum. As the world’s busiest airport pulses with global energy, this city bursts with revolutionary ideas, forms of artistic protest, uneasy connections, and transformation. For Retirement Plan Advisors, Atlanta is a powerful metaphor: a place where strategy takes flight and bold vision is shaped. Like the vibrant street art that redefines the cityscape, the future of retirement is being reimagined—shaped by those bold enough to chart new courses in the age of AI and Blockchain.
Host: Invesco
Atlanta, Georgia
VENUE
Invesco
25th & 26th Floor (Flanagan – General Sessions)
1331 Spring Street NW
Atlanta, GA
AGENDA
Wednesday, January 21, 2026
| 10:00 a.m. - 1:00 p.m. p.m. | Board Meeting Location: TBA |
| 1:30-4:30 p.m. | Annual Planning Meeting |
| 5:30 p.m. | Transportation to Pre-event |
| 6:00-8:30 p.m. | Networking Event TBA |
Thursday, January 22, 2026
| 8:00 a.m. | Continental Breakfast |
| 8:30 a.m. - 5:00 p.m. | Annual Planning Meeting |
| 5:15 p.m. | Hors d’oeuvres and Cocktail Hour |
HOTEL
Hotel Reservations
Kimpton The Shane Hotel
1340 W Peachtree St NW
Atlanta, GA 30309
(404) 446-3456
The hotel is only steps from the meeting site.
Click here to make reservations for our group rate of $195 per night not including tax and incidentals by January 5, 2026
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, 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
Patrick Stuhr AIF® | Legacy 401k Partners
Geoff White | GRP Financial
