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2020 Annual Meeting

August 17-19, 2020

Virtual Meeting - On-line Convention Center (built by MetroConnections)

MEETING OBJECTIVE - AGENDA - REGISTER

ENTER THE CONVENTION CENTER HERE
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MEETING OBJECTIVE

PORK CHOPS ON A STICK, FRIED PICKLES AND A SOAPBOX – POLITICS IS LOCAL, BUT RETIREMENT SECURITY DREAMS ARE UNIVERSAL.  

Retirement industry and political leaders team up to address the needs of today’s workers.   

The COVID-19 pandemic has changed the world.   Nothing is quite the same as it was before, except for our dreams of a secure retirement.   The desire for every worker to be able to work by choice, and not by necessity drives retirement savings behavior and employers’ retirement plan decisions.

The enactment of SECURE provided evidence that retirement plan professionals, lawmakers, and policy makers can find common grounds to enhance the retirement readiness and financial wellness of working Americans to keep the dream alive and well.

A few short months later, the COVID-19 pandemic threatened to unravel progress made, causing levels of unemployment not seen since the depression and leading some employers to back away from prior commitments in support of the retirement aspirations of their workforce.  Once again, with the CARES Act, lawmakers and retirement plan professionals found a way to collaborate to meet the urgent needs of workers.

The role of 401(k) and 403(b) plan in the overall financial wellness of working Americans was demonstrated.  A role not limited to enhancing retirement readiness but also encompassing the accumulation of emergency savings that can help in the most dire moments.   Not only can 401(k), 403(b) and 457 plans help employees accumulate toward their goal to retire, plans can also help employees with their need for access to liquidity, immediate cash available in case of emergency.  Again, the partnership between political leaders and the retirement industry was a driving force.

For the first time at a Council meeting, we will invite lawmakers to engage in a dialogue with retirement plan professionals and to shape the way working Americans save and invest to meet retirement and other financial needs with expanded access and adequate funding by default.

AGENDA

Monday, August 17

All Times Eastern

10:00 a.m. - 11:00 a.m. OPENING SESSION
  • Goals & Objectives
  • WOW! The COVID-19 Rollercoaster
  Goals & Objectives 
 

President
Troy L. Redstone AIF® CFEI® CBFA® – PHD. Retirement Consulting

Meeting Planning Committee Co-Chairs
Michael H. Gouldin CRPC®, AIF® – Gouldin & McCarthy
Steve J. Smith - AIG Retirement

 

WOW! The COVID-19 Rollercoaster
How the COVID-19 pandemic, market downturn of 2020, and the CARES Act will shape the retirement plans business for years to come

 
Board Members: Yaqub Ahmed - Franklin Templeton Investments
Jason Key – Lincoln Financial Group
Troy L. Redstone AIF® CFEI® CBFA® – PHD. Retirement Consulting
James D. Robison AIF® – Strategic Retirement Partners
Sharon Schmid – Robert W. Baird & Co.
12:30 p.m. - 1:30 p.m. EXHIBIT HALL AND EDUCATIONAL SESSIONS

Engaging plan sponsors and participants in a post COVID-19 world
Session sponsored by TIAA
Prior to the pandemic, your clients’ workforce already wanted help with their journey to retirement. COVID-19 has created a web of economic challenges which could throw many Americans into financial chaos, especially those who may need to tap into their retirement savings to make ends meet. In today’s session, you will gain strategies to help get both your clients and their participants back on track with their retirement plan.

Learning objectives

  • Understand the impact of the pandemic has had both the plan sponsor and participants
  • Review two newer pieces of legislation that can impact retirement outcomes
  • Discuss three strategies to re-engage your clients and their participants with their employer-sponsored retirement program.

Speaker: Colin Feehan, Director, Consultant Relations, TIAA

Collective Investment Trusts (CITs): At the Tipping Point
Session sponsored by Franklin Templeton Investments
In recent years, Collective Investment Trusts (CITs) have gained substantial traction among DC plans.  Please join Franklin Templeton as we discuss the following:

  • The current CIT landscape
  • Key differentiators of CITs from traditional investment vehicles
  • CIT trends in the DC marketplace
  • The opportunity for customization

Speaker: Jason Colarossi, VP, National Retirement Strategist

Elevate Your Game - Technology
Session sponsored by Principal Financial Services
How do you transition your practice to the digital world? Learn how to build a marketing technology stack for your retirement plan practice. Find information about Customer Relationship Management (CRM) systems, how to organize your website, search engine optimization (SEO), email capturing and more. It's about building scalability and efficiency while delivering a digital experience your clients now expect.
Speaker: Mikki Strelow - Senior Marketing Strategist

How to Evaluate Income Options in Post-Secure Act World
Session sponsored by Prudential Retirement
The Secure Act has a far-reaching impact on the manner in which plan sponsors review and monitor investment options (including income options) in Post-Secure Act world.  The required participant income disclosure reframes the risks (running out of money in retirement) and metrics (projected income and replacement ratio) that plan sponsors must consider as part of their investment review process. Reflecting these outcome-oriented considerations, plan sponsors must now evaluate emerging risks and benchmark alternative types of income solutions. We will help navigate these new considerations under the annuity selection safe harbor and review related investment design questions.
Speaker: Marc Pester

State of the participant in a COVID-19 world – is readiness still within reach?
Session Sponsored by John Hancock Retirement Plans
401(k) plan participants and sponsors have never seen times quite like these. But as we all work to get back on track, a review of key data from before and during the COVID-19 crisis can help point the way. Join us as we reveal the questions we hoped our data would answer, as well as the trends we spotted and the opportunities they reveal for improving retirement readiness.
Speaker: Joe Smith - Divisional Vice President, Retirement

Mastering the Virtual Practice
Session sponsored by AB / AllianceBernstein
The COVID-19 pandemic has hyper-accelerated the adoption of virtual technology by both the general population and financial professionals. This massive tailwind has created the perfect conditions to push virtual meetings past the tipping point as a staple in a retirement plan advisor’s toolkit moving ahead. Stay at the forefront by learning how to master your approach and enhance your virtual conversations.
Speaker: Scott Tatum, Director, AB Advisor Institute

REIT’s in DC Plans and the COVID Effect
Session sponsored by Cohen & Steers
Join the industry leader in listed Real Estate to discuss the Diversification Benefits of REIT’s; how COVID is affecting the many REIT sectors in ways you may not think of - Cell Towers, Data Centers, Industrial Warehouses, Apartments, Malls, Shopping Centers and Hotels.
Speaker: Brian Cordes – Senior Vice President – Portfolio Specialist

Rethinking Your Plan Profitability
Session sponsored by CUNA Mutual
How do you maintain profitability as an advisor or TPA in the retirement plan market especially the smaller end with the so many time-consuming activities? When can you afford to engage with a plan sponsor and with what level of service? This session will discuss strategies to recognize when to offer all your services but also when you should only engage in most, some, or even none of your services. The result is to not take away from your bottom line but, rather, add to it.
Speaker: Randy Fuss

DC Investment Trends-Practical Issues for ERISA Fiduciaries
Session sponsored by Envestnet Retirement Solutions
The retirement world is changing for advisors driven by market demands, new laws and technology providing major challenges and opportunities. Learn how Fiduciaries are leveraging these developments to better manage retirement plans.
Speaker: Brian McCarthy - VP Director of Sales

Next Level Practice Management
Sponsored by Fiduciary Benchmarks
Imagine all of your plan data and tools, wrapped in efficiency driving workflows and the ability to work on any mobile device. No imagination required – these capabilities exist today and don’t necessarily require costly and time consuming consulting engagements and programmers. See how your efficiency, scalability and profitability can be achieved via the Business Management Dashboard
Speaker: Craig Rosenthal - SVP Sales, Service & Marketing

Inside the Mind of the Plan Sponsor
Session sponsored by John Hancock Investments
Insight from inside the room: John Hancock Investment Management has partnered with a plan advisor search consultant to drill down into the five things plan sponsors really want during finals meetings and the sales process. These insights for advisors include personal positioning, asking the right questions, finals meeting follow up, and other ideas.

Speakers:  Lindsay Warrington – Managing Director
Ryan Fay - Managing Director

Millennials and Gen Z Perspective on Benefits… pre and post COVID
Session sponsored by Lincoln Financial Group
Join to hear the latest research on the financial needs of these two demographics and the impact of COVID
Speaker: Kelsey Bradberry - Senior Research and Insights Consultant

2:00 p.m. - 3:00 p.m. Breakout Sessions – Advisor Best Practices
 

Breakout Session 1 – Advanced Plan Designs
Moderator: Keith Gredys, The Kidder Company
Location: Zoom meeting room TBA

 

This Session has been CANCELLED
Breakout Session 2 – Jumbo Plans Track
Moderator:
Location: Zoom meeting room

 

Breakout Session 3 – MEPs and PEPs
Moderator: Paula Hendrickson, NFP
Location: Zoom meeting room

 

Breakout Session 4 – Compensation of Team Members
Moderators: Rob Jennings and Gary Kleinschmidt
Location: Zoom meeting room

 

Breakout Session 5 – Driving Participant Engagement in Financial Wellness Initiatives
Moderator: Michael M. Kane CLU ChFC, AIFA, CPFA – Plan Sponsor Consultants
Location: Zoom meeting room

 

Breakout Session 6 – Advisor Team Management (recruiting, engaging, motivating)
Moderators: David P. Marshall, QPFC, CRPS® - The Marshall Amato Buxton Group
Co-moderator TBA
Location: Zoom meeting room

 

Breakout Session 7 – Business Continuation Planning
Moderator: Steven W. Glasgow CFA, CIMA, AIF - Tower Circle Partners
Location: Zoom meeting room

 

This Session has been CANCELLED
Breakout Session 8 – Distribution Products
Moderator: Jeff Petrone, Sageview Advisory Group
Location: Zoom meeting room

3:30 p.m. - 5:00 p.m. EXHIBIT HALL AND EDUCATIONAL SESSIONS

Engaging plan sponsors and participants in a post COVID-19 world
Session sponsored by TIAA
Prior to the pandemic, your clients’ workforce already wanted help with their journey to retirement. COVID-19 has created a web of economic challenges which could throw many Americans into financial chaos, especially those who may need to tap into their retirement savings to make ends meet. In today’s session, you will gain strategies to help get both your clients and their participants back on track with their retirement plan.

Learning objectives

  • Understand the impact of the pandemic has had both the plan sponsor and participants
  • Review two newer pieces of legislation that can impact retirement outcomes
  • Discuss three strategies to re-engage your clients and their participants with their employer-sponsored retirement program.

Speaker: Colin Feehan, Director, Consultant Relations, TIAA

Collective Investment Trusts (CITs): At the Tipping Point
Session sponsored by Franklin Templeton Investments
In recent years, Collective Investment Trusts (CITs) have gained substantial traction among DC plans.  Please join Franklin Templeton as we discuss the following:

  • The current CIT landscape
  • Key differentiators of CITs from traditional investment vehicles
  • CIT trends in the DC marketplace
  • The opportunity for customization

Speaker: Jason Colarossi, VP, National Retirement Strategist

Elevate Your Game - Technology
Session sponsored by Principal Financial Services
How do you transition your practice to the digital world? Learn how to build a marketing technology stack for your retirement plan practice. Find information about Customer Relationship Management (CRM) systems, how to organize your website, search engine optimization (SEO), email capturing and more. It's about building scalability and efficiency while delivering a digital experience your clients now expect.
Speaker: Mikki Strelow - Senior Marketing Strategist

How to Evaluate Income Options in Post-Secure Act World
Session sponsored by Prudential Retirement
The Secure Act has a far-reaching impact on the manner in which plan sponsors review and monitor investment options (including income options) in Post-Secure Act world.  The required participant income disclosure reframes the risks (running out of money in retirement) and metrics (projected income and replacement ratio) that plan sponsors must consider as part of their investment review process. Reflecting these outcome-oriented considerations, plan sponsors must now evaluate emerging risks and benchmark alternative types of income solutions. We will help navigate these new considerations under the annuity selection safe harbor and review related investment design questions.
Speaker: Marc Pester

State of the participant in a COVID-19 world – is readiness still within reach?
Session Sponsored by John Hancock Retirement Plans
401(k) plan participants and sponsors have never seen times quite like these. But as we all work to get back on track, a review of key data from before and during the COVID-19 crisis can help point the way. Join us as we reveal the questions we hoped our data would answer, as well as the trends we spotted and the opportunities they reveal for improving retirement readiness.
Speaker: Joe Smith - Divisional Vice President, Retirement

Mastering the Virtual Practice
Session sponsored by AB / AllianceBernstein
The COVID-19 pandemic has hyper-accelerated the adoption of virtual technology by both the general population and financial professionals. This massive tailwind has created the perfect conditions to push virtual meetings past the tipping point as a staple in a retirement plan advisor’s toolkit moving ahead. Stay at the forefront by learning how to master your approach and enhance your virtual conversations.
Speaker: Scott Tatum, Director, AB Advisor Institute

REIT’s in DC Plans and the COVID Effect
Session sponsored by Cohen & Steers
Join the industry leader in listed Real Estate to discuss the Diversification Benefits of REIT’s; how COVID is affecting the many REIT sectors in ways you may not think of - Cell Towers, Data Centers, Industrial Warehouses, Apartments, Malls, Shopping Centers and Hotels.
Speaker: Brian Cordes – Senior Vice President – Portfolio Specialist

Rethinking Your Plan Profitability
Session sponsored by CUNA Mutual
How do you maintain profitability as an advisor or TPA in the retirement plan market especially the smaller end with the so many time-consuming activities? When can you afford to engage with a plan sponsor and with what level of service? This session will discuss strategies to recognize when to offer all your services but also when you should only engage in most, some, or even none of your services. The result is to not take away from your bottom line but, rather, add to it.
Speaker: Randy Fuss

DC Investment Trends-Practical Issues for ERISA Fiduciaries
Session sponsored by Envestnet Retirement Solutions
The retirement world is changing for advisors driven by market demands, new laws and technology providing major challenges and opportunities. Learn how Fiduciaries are leveraging these developments to better manage retirement plans.
Speaker: Brian McCarthy - VP Director of Sales

Next Level Practice Management
Sponsored by Fiduciary Benchmarks
Imagine all of your plan data and tools, wrapped in efficiency driving workflows and the ability to work on any mobile device. No imagination required – these capabilities exist today and don’t necessarily require costly and time consuming consulting engagements and programmers. See how your efficiency, scalability and profitability can be achieved via the Business Management Dashboard
Speaker: Craig Rosenthal - SVP Sales, Service & Marketing

Inside the Mind of the Plan Sponsor
Session sponsored by John Hancock Investments
Insight from inside the room: John Hancock Investment Management has partnered with a plan advisor search consultant to drill down into the five things plan sponsors really want during finals meetings and the sales process. These insights for advisors include personal positioning, asking the right questions, finals meeting follow up, and other ideas.

Speakers:  Aylmer Magill – Senior Managing Director
Gary Horby – Managing Director

Millennials and Gen Z Perspective on Benefits… pre and post COVID
Session sponsored by Lincoln Financial Group
Join to hear the latest research on the financial needs of these two demographics and the impact of COVID
Speaker: Kelsey Bradberry - Senior Research and Insights Consultant

Tuesday, August 18

10:00 a.m. - 11:00 a.m. GENERAL SESSION
Cybersecurity and Fraud Prevention
  Moderator: Khash Sarrafi - Senior Vice President - Envestnet Retirement Solutions
 
Panelists: Mark Strosahl - Business Information Security Officer - Principal Financial Group
Scott Witter - Chief Information Officer - Group Retirement - AIG
Jon Meyer - Chief Technology Officer - CAPTRUST Financial Advisors

1:00 p.m. - 2:00 p.m.

BREAKOUT SESSIONS – INVESTMENT MANAGER AND SERVICE PROVIDER STRATEGIC ISSUES

 

Breakout Session 9 - Riding the Payroll Integration and Wellness Wave: Momentum in Your Favor
The demand for holistic wellness solutions is growing the volume of questions plan sponsors ask about the connection between payroll platform and DC plan service provider. Join a robust discussion with retirement plan service providers to figure out how we can all partner to populate advisor and plan sponsor workstations with the right datapoints, and capture consulting revenue opportunities. Your opinion can make a difference on the growth and direction of our industry.

Moderators: Amber Harms - ADP Retirement and Tom Pappas - Prudential Retirement

 

Breakout Session 10 - Win-Win – Successful Examples of Advisor-Service Provider Partnerships (Service Providers)
Moderator: Colette Sagar and Mike Murphy - John Hancock Retirement Plan Services

  Breakout Session 11 - Impact of the DOL Proposed Rule on ESG Investing
The recently proposed DOL Rule defining plan fiduciaries’ duties when considering economically targeted investments or those that incorporate environmental, social, and governance (“ESG”) factors presents new hurdles for retirement plans. This session will provide an overview of the proposed legislation, the reaction from the retirement industry including Franklin Templeton, and implications for the future of ESG investing.
Moderator: Drew Carrington - Head of DC Institutional Business – Franklin Templeton Investments

  Breakout Session 12 - Private Equity and diversification in multi-asset funds (Investment Managers)
 
Board Members:  Chris Walker - Neuberger Berman
Vince Vicidomini - Mesirow Financial

Co-Moderators: Michelle Rappa - Neuberger Berman
Tayfun Icten - Mesirow Financial
3:00 p.m. - 4:00 p.m.

GENERAL SESSION
Decision Making in a Dynamic World
Company decision making models are more important than ever. The amount of information to be considered has increased exponentially. Timelines have all but disappeared. The stakes are huge. This session will explore different decision models and how they integrate with corporate structure. We will also consider how different models may be appropriate depending on what the issue is.

Speaker: Jerry Ripperger, National VP of ESOP Consulting - Principal Financial Group

5:00 p.m. - 6:30 p.m.

EXHIBIT HALL AND EDUCATIONAL SESSIONS

Engaging plan sponsors and participants in a post COVID-19 world
Session sponsored by TIAA
Prior to the pandemic, your clients’ workforce already wanted help with their journey to retirement. COVID-19 has created a web of economic challenges which could throw many Americans into financial chaos, especially those who may need to tap into their retirement savings to make ends meet. In today’s session, you will gain strategies to help get both your clients and their participants back on track with their retirement plan.

Learning objectives

  • Understand the impact of the pandemic has had both the plan sponsor and participants
  • Review two newer pieces of legislation that can impact retirement outcomes
  • Discuss three strategies to re-engage your clients and their participants with their employer-sponsored retirement program.

Speaker: Colin Feehan, Director, Consultant Relations, TIAA

Collective Investment Trusts (CITs): At the Tipping Point
Session sponsored by Franklin Templeton Investments
In recent years, Collective Investment Trusts (CITs) have gained substantial traction among DC plans.  Please join Franklin Templeton as we discuss the following:

  • The current CIT landscape
  • Key differentiators of CITs from traditional investment vehicles
  • CIT trends in the DC marketplace
  • The opportunity for customization

Speaker: Jason Colarossi, VP, National Retirement Strategist

How to Evaluate Income Options in Post-Secure Act World
Session sponsored by Prudential Retirement
The Secure Act has a far-reaching impact on the manner in which plan sponsors review and monitor investment options (including income options) in Post-Secure Act world.  The required participant income disclosure reframes the risks (running out of money in retirement) and metrics (projected income and replacement ratio) that plan sponsors must consider as part of their investment review process. Reflecting these outcome-oriented considerations, plan sponsors must now evaluate emerging risks and benchmark alternative types of income solutions. We will help navigate these new considerations under the annuity selection safe harbor and review related investment design questions.
Speaker: Marc Pester

State of the participant in a COVID-19 world – is readiness still within reach?
Session Sponsored by John Hancock Retirement Plans
401(k) plan participants and sponsors have never seen times quite like these. But as we all work to get back on track, a review of key data from before and during the COVID-19 crisis can help point the way. Join us as we reveal the questions we hoped our data would answer, as well as the trends we spotted and the opportunities they reveal for improving retirement readiness.
Speaker: Joe Smith - Divisional Vice President, Retirement

Mastering the Virtual Practice
Session sponsored by AB / AllianceBernstein
The COVID-19 pandemic has hyper-accelerated the adoption of virtual technology by both the general population and financial professionals. This massive tailwind has created the perfect conditions to push virtual meetings past the tipping point as a staple in a retirement plan advisor’s toolkit moving ahead. Stay at the forefront by learning how to master your approach and enhance your virtual conversations.
Speaker: Scott Tatum, Director, AB Advisor Institute

REIT’s in DC Plans and the COVID Effect
Session sponsored by Cohen & Steers
Join the industry leader in listed Real Estate to discuss the Diversification Benefits of REIT’s; how COVID is affecting the many REIT sectors in ways you may not think of - Cell Towers, Data Centers, Industrial Warehouses, Apartments, Malls, Shopping Centers and Hotels.
Speaker: Brian Cordes – Senior Vice President – Portfolio Specialist

Rethinking Your Plan Profitability
Session sponsored by CUNA Mutual
How do you maintain profitability as an advisor or TPA in the retirement plan market especially the smaller end with the so many time-consuming activities? When can you afford to engage with a plan sponsor and with what level of service? This session will discuss strategies to recognize when to offer all your services but also when you should only engage in most, some, or even none of your services. The result is to not take away from your bottom line but, rather, add to it.
Speaker: Randy Fuss

DC Investment Trends-Practical Issues for ERISA Fiduciaries
Session sponsored by Envestnet Retirement Solutions
The retirement world is changing for advisors driven by market demands, new laws and technology providing major challenges and opportunities. Learn how Fiduciaries are leveraging these developments to better manage retirement plans.
Speaker: Brian McCarthy - VP Director of Sales

Next Level Practice Management
Sponsored by Fiduciary Benchmarks
Imagine all of your plan data and tools, wrapped in efficiency driving workflows and the ability to work on any mobile device. No imagination required – these capabilities exist today and don’t necessarily require costly and time consuming consulting engagements and programmers. See how your efficiency, scalability and profitability can be achieved via the Business Management Dashboard
Speaker: Craig Rosenthal - SVP Sales, Service & Marketing

Inside the Mind of the Plan Sponsor
Session sponsored by John Hancock Investments
Insight from inside the room: John Hancock Investment Management has partnered with a plan advisor search consultant to drill down into the five things plan sponsors really want during finals meetings and the sales process. These insights for advisors include personal positioning, asking the right questions, finals meeting follow up, and other ideas.

Speakers:  Brandon Radach – Managing Director
Derrick Amey – Managing Director

Millennials and Gen Z Perspective on Benefits… pre and post COVID
Session sponsored by Lincoln Financial Group
Join to hear the latest research on the financial needs of these two demographics and the impact of COVID
Speaker: Kelsey Bradberry - Senior Research and Insights Consultant

Wednesday, August 19

10:00 a.m. - 10:30 a.m.

GENERAL SESSION
Keynote Remarks from Members of Congress
Ways & Means Chair Richie Neal
Senate Finance Committee Chair Chuck Grassley (invited)

Moderator: Alan Spierer AIF(r) - UBS Institutional Consulting Group

10:30 a.m. - 11:00 a.m.

GENERAL SESSION
Remarks from Political Consultants on the Upcoming Elections
Moderator: Alan Spierer AIF(r) - UBS Institutional Consulting Group

Speakers:  John O’Neill - Harbinger Stategies
AJ Wojciak - PSW

1:00 p.m. - 2:00 p.m.

GENERAL SESSION
Plan Sponsors Speaking on Financial Wellness
Moderator: Andrew Harbour - CFP® CIMA® - Morgan Stanley Graystone Consulting Atlanta
Panelists:
David Westergaard - EVP and CFO - Riddle’s Group Inc.
Todd Mitchell - VP Administration and Procurement - North American Stainless
Donna Cruz - Benefits Manager - Daikin America, Inc

Elisabeth Sandersfeld - Chief Financial Officer - GuideOne Mutual

 3:00 p.m. - 4:00 p.m.

BREAKOUT SESSIONS – ADVISOR BEST PRACTICES (REPEATED)

 

Breakout Session 13 – Advanced Plan Designs
Moderator: Keith Gredys - The Kidder Company
Location: Zoom meeting room

  Breakout 14 – Jumbo Plans track
Moderator: James B. Modelski, CFS - DiMeo Schneider & Associates, L.L.C.
Location: Zoom meeting room
 

This Session has been CANCELLED
Breakout Session 15 – MEPs and PEPs
Moderator: Paula Henrickson, NFP
Location: Zoom meeting room

 

Breakout Session 16 – Compensation of Team Members
Moderator: Rob Jennings and Gary Kleinschmidt
Location: Zoom meeting room

  Breakout Session 17 – Driving Participant Engagement in Financial Wellness Initiatives
Moderator: Michael M. Kane CLU ChFC, AIFA, CPFA – Plan Sponsor Consultants
Location: Zoom meeting room


 

Breakout Session 18 – Advisor Team Management (recruiting, engaging, motivating)
Moderator: David P. Marshall, QPFC, CRPS® - The Marshall Amato Buxton Group
Co-moderator TBA

Location: Zoom meeting room

  Breakout Session 19 – Business Continuation Planning
Moderator: Steven W. Glasgow CFA, CIMA, AIF - Tower Circle Partners
Location: Zoom meeting room
 

Breakout Session 20 – Distribution Products
Moderator: Jeff Petrone, Sageview Advisory Group
Location: Zoom meeting room

5:00 p.m. - 5:30 p.m. Reception - Fun Game of Trivial Pursuit
What is the largest fish in the ocean?  Which artist painted a mustache and goatee on Mona Lisa? These and other questions will be asked at our Trivial Pursuit game! Bring a cocktail, maybe a little snack and get ready for an energetic, fast-paced game of trivial pursuit! Winner will be rewarded.
Co-emcees: Adrian Hodge - Fidelity Investments

REGISTRATION

Registration requires an invitation code

Register

 

 

Meeting Contest

Every day, advisors and practice leaders have an opportunity to win gift certificates based on the number of points you accumulate during the day.

Where is your place at the table?winners table1

Points are accrued as follows:

  • Attend a General Session: 5 points
  • Attend a Breakout Session Monday or Wednesday: 5 points
  • Attend a Breakout Session Tuesday: 10 points
  • Attend a sponsored educational session: 10 points
  • Chat by text at a booth or kiosk in the exhibit hall: 2 points
  • Post a selfie in the Selfie slideshow: 5 points
  • Post on Linkedin or Twitter (#RetirementAdvisorsMeet): 10 points
  • Schedule a one on one meeting in the exhibit hall: 10 points

August 17, 2020 Winners

winners badges 8 17 20 1

August 18, 2020

winners badges 8 18 20

August 19, 2020

winners badges

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