2027 Semi-Annual Meeting
VENUE - MEETING AGENDA - HOTEL INFORMATION - MEETING PLANNING COMMITTEE
The Tide Is Turning: New Currents in Retirement
Changing Technology. Evolving Markets. Shifting Regulation. What’s Next for Retirement?
Change is coming from every direction. AI and technology are redefining how we do business. Fixed income market volatility impacts Market Value Adjustments and challenges service provider transitions. PEPs and MEPs are changing the retirement plan landscape. Legislation and regulation continue to shift the rules, while retirement income and practice management challenge us to rethink how we deliver value.
This January, we’ll gather in Jacksonville to examine these changing currents and the forces shaping the next era of retirement. It’s an opportunity to share ideas, challenge conventional thinking, and look together at what’s next.
We’re grateful to FIS for hosting the January 2027 Semi-Annual Meeting in Jacksonville, Florida
VENUE
FIS
347 Riverside Avenue
Jacksonville, FL 32202
AGENDA
Tuesday, January 12, 2027
Dress Code:
Business casual at meeting
| 8:00 a.m. - 12:00 p.m. | Volunteer Pre-event TBA |
| 10:00 a.m. – 1:00 p.m. | Board Meeting (Location TBA) |
| 1:30 p.m. | Transportation from Marriott Jacksonville Downtown to FIS |
| 2:00 p.m. – 5:00 p.m. | Semi-Annual Meeting |
| 4:45 p.m. | Transportation back to Marriott Jacksonville Downtown |
| 5:45 p.m. | Transportation back to FIS from Marriott |
| 6:00 p.m. | Networking FUN Event at FIS |
Wednesday, January 13, 2027
Dress Code:
Business casual at meeting
| 7:30 a.m. | Transportation from Marriott Jacksonville Downtown to FIS |
| 8:00 a.m. | Continental Breakfast at FIS |
| 8:25 a.m. – 5:00 p.m. | Semi-Annual Meeting |
| 5:00 p.m. | Hors d’oeuvres and Cocktail Hour at location TBA |
| 6:15 p.m. | Adjourn and transportation |
HOTEL
Hotel Reservations
Marriott Jacksonville Downtown
245 Water Street
Jacksonvile, Florida 32202
We have a block of rooms at the Marriott Jacksonville Downtown at the rate of $219.00 per night not including taxes and incidentals. Please reserve here by January 4, 2027.
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
2022 Semi-Annual Meeting
January 12-13, 2027
VENUE - MEETING AGENDA - HOTEL INFORMATION - MEETING PLANNING COMMITTEE
The Tide Is Turning: New Currents in Retirement
Changing Technology. Evolving Markets. Shifting Regulation. What’s Next for Retirement?
Change is coming from every direction. AI and technology are redefining how we do business. Fixed income market volatility impacts Market Value Adjustments and challenges service provider transitions. PEPs and MEPs are changing the retirement plan landscape. Legislation and regulation continue to shift the rules, while retirement income and practice management challenge us to rethink how we deliver value.
This January, we’ll gather in Jacksonville to examine these changing currents and the forces shaping the next era of retirement. It’s an opportunity to share ideas, challenge conventional thinking, and look together at what’s next.
We’re grateful to FIS for hosting the January 2027 Semi-Annual Meeting in Jacksonville, Florida
VENUE
FIS
347 Riverside Avenue
Jacksonville, FL 32202
AGENDA
Tuesday, January 12, 2027
Dress Code:
Business casual at meeting
| 8:00 a.m. - 12:00 p.m. | Volunteer Pre-event TBA |
| 10:00 a.m. – 1:00 p.m. | Board Meeting (Location TBA) |
| 1:30 p.m. | Transportation from Marriott Jacksonville Downtown to FIS |
| 2:00 p.m. – 5:00 p.m. | Semi-Annual Meeting |
| 4:45 p.m. | Transportation back to Marriott Jacksonville Downtown |
| 5:45 p.m. | Transportation back to FIS from Marriott |
| 6:00 p.m. | Networking FUN Event at FIS |
Wednesday, January 13, 2027
Dress Code:
Business casual at meeting
| 7:30 a.m. | Transportation from Marriott Jacksonville Downtown to FIS |
| 8:00 a.m. | Continental Breakfast at FIS |
| 8:25 a.m. – 5:00 p.m. | Semi-Annual Meeting |
| 5:00 p.m. | Hors d’oeuvres and Cocktail Hour at location TBA |
| 6:15 p.m. | Adjourn and transportation |
HOTEL
Hotel Reservations
Marriott Jacksonville Downtown
245 Water Street
Jacksonvile, Florida 32202
We have a block of rooms at the Marriott Jacksonville Downtown at the rate of $219.00 per night not including taxes and incidentals. Please reserve here by January 4, 2027.
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
