AGENDA

Sunday, October 13, 2024
12:00 PM - 5:00 PM
Registration Desk Open
Windmill Plaza Foyer
 
 
12:30 PM - 1:30 PM
Lunch for Workshop Attendees
Hill Country D
 
 
1:00 PM - 4:00 PM
Brand Revolution Workshop: Transform Your Image, Transform Your Business
Hill Country A
Sheri Fitts, Sheri Fitts & Co.
Sheri Fitts
5:00 PM - 7:00 PM
WE. Inpsire. Promote. Network (WIPN) Networking Event (for female attendees)
Windmill Plaza
 
 
Monday, October 14, 2024
7:00 AM - 5:00 PM
 
Registration Desk Open
Windmill Plaza Foyer
 
 
7:30 AM - 8:30 AM
 
Breakfast
Independence Ballroom
 
 
7:30 AM - 4:00 PM
 
Speaker Prep Room Open (Speakers only)
Hill Country B
 
 
8:30 AM - 8:45 AM
 
Coffee & Chat with Sponsors
Independence Ballroom
 
 
8:45 AM - 8:55 AM
 
Welcome Address
Independence Ballroom
Ross Marino, Advisor2X & Transitus Wealth Partners
Ross Marino
8:55 AM - 9:40 AM
 
Why Convergence of Wealth, Retirement & Benefits at the Workplace is Growing Rapidly
Independence Ballroom
Fred Barstein, TRAU & TPSU
Scott Colangelo, Prime Capital Investment Advisors
Ken Bond, World Insurance Associates
Joseph Denoyior, HUB International
Randy Long, SageView Advisory Group
Craig Reid, Marsh McLennan Agency
Jania Stout, Fiduciary Plan Advisors-A OneDigital Company
Fred Barstein Scott Colangelo Ken Bond Joseph Denoyior Randy Long Craig Reid Jania Stout
9:40 AM - 10:30 AM
 
Guaranteed In-Plan Income Challenge Solved! Hosted by American Century Investment Management
Independence Ballroom
Glenn Dial, American Century Investments
Glenn Dial
10:30 AM - 11:00 AM
 
Morning Break
Independence Ballroom
 
 
11:00 AM - 11:30 AM
 
Be the Hero
Hill Country E
Jeffrey Cullen, SRP
Patrick Moore, Pretekt
Jeffrey Cullen Patrick Moore
 
Stump the Advisor: Money is Emotional, Not Technical
Hill Country C - The Unplugged Hub
Lauren Loehning, Moniwell
Jennifer Rayner, Moniwell, SPC
Lauren Loehning Jennifer Rayner
 
High-Performance Integrated Development
Hill Country A
Frank Dumar, Cleaver Company
Frank Dumar
 
2024 Defined Contribution Plan Participant Survey Findings: Expanding Expectations, Expanding Opportunities Hosted by JP Morgan Asset Management
Hill Country G
 
 
11:35 AM - 12:05 PM
 
Fresh Ideas for Building a Sales Pipeline
Hill Country E
Andy Hudson, 401kChampions.com
Andy Hudson
 
Build an Effective Hiring & Training Program
Hill Country A
Zack Hubbard, Greenspring Advisors
Zack Hubbard
 
Grow Your Practice in the 403(b) & 457(b) Markets Hosted by OneAmerica Financial
Hill Country G
 
 
 
Financial Wellness the Bridge to Employee Benefits and Wealth Management
Hill Country C - The Unplugged Hub
Amy Glynn, Viking Cove Institute
Kristina Keck, Woodruff Sawyer
Amy Glynn Kristina Keck
12:10 PM - 1:10 PM
 
Lunch
Independence Ballroom
 
 
1:10 PM - 1:25 PM
 
Coffee & Chat with Sponsors
Independence Ballroom
 
 
1:25 PM - 2:15 PM
 
Keynote: Creating a Kick-Ass Sales Force
Independence Ballroom
Brad Arends, intellicents
Brad Arends
2:25 PM - 2:55 PM
 
History Does Repeat Itself (or it’s 2007 all over again) Hosted by Fiduciary Decisions
Hill Country G
Craig Rosenthal, Fiduciary Decisions
Craig Rosenthal
 
A Fiduciary Framework to Participant Solutions
Hill Country A
Matthew Eickman, Fiduciary Law Center
 
 
Answers to All Your Out of Plan Emergency Fund Questions
Hill Country E
Rachel Fox, Sunny Day Fund
Sid Pailla, Sunny Day Fund
Rachel Fox Sid Pailla
 
Bridging the Generational Communication Gap
Hill Country C - The Unplugged Hub
Pam Brooks, Oswald Financial
Andrea Donaldson, MSH Capital Advisors
Maggie Howe, BlackRock
Eduardo Gimenez, HUB International Mid-Atlantic, Inc.
Pam Brooks Andrea Donaldson Maggie Howe Eduardo Gimenez
3:00 PM - 3:30 PM
 
Afternoon Break
Independence Ballroom
 
 
3:30 PM - 4:00 PM
 
Networking is Dreadful and Other Lies You’ve Been Told
Hill Country A
Daniella Moiseyev, Principal
Daniella Moiseyev
 
The Evolution of Financial Wellness in a Post-Covid World
Hill Country E
Christopher Roper, Qualified Plan Advisors
Christopher Roper
 
Lifetime Income: Coming to a 401(k) Plan Near You! Hosted by Nuveen
Hill Country G
Brendan McCarthy, Nuveen
Brendan McCarthy
 
Follow-up Strategies that Convert
Hill Country C - The Unplugged Hub
Rebecca Hourihan, 401(k) Marketing
Rebecca Hourihan
3:30 PM - 5:30 PM
 
RPA Aggregator Roundtable-Private Event
Fredericksburg EFG
 
 
4:00 PM - 4:30 PM
 
The Convergence of Retirement and Wealth - Meeting Clients Where They Are Hosted by Betterment
Hill Country G
 
 
 
Preparing For What's Next: An Inside Look Into Partnering With an Aggregator
Hill Country E
Carrie Ohm, OneDigital
Carrie Ohm
 
Coming Soon
Hill Country A
Jason Roberts, Group Plan Systems | Pension Resource Institute |Retirement Law Group
Pete Swisher, Group Plan Systems |Waypoint Fiduciary
Jason Roberts Pete Swisher
 
Practice Management Unplugged- (Part 1) Service Models & Fee Structure
Hill Country C - The Unplugged Hub
Todd Zempel, Gordon Asset Management
Todd Zempel
4:30 PM - 5:00 PM
 
Practice Management Unplugged (Part 2)- Systems, Tools, and Integrations
Hill Country C - The Unplugged Hub
Todd Zempel, Gordon Asset Management
Todd Zempel
 
Coming Soon
Hill Country E
 
 
 
WE. Inspire. Promote. Network (WIPN) Presents: Hot Spots and Bright Spots: The Latest Workplace Dynamics for Women in the Retirement Industry
Hill Country A
Theresa Conti, True Strategy Consultants
Andrea Donaldson, MSH Capital Advisors
Carrie Ohm, OneDigital
Theresa Conti Andrea Donaldson Carrie Ohm
 
Empowering Business Owners Hosted by John Hancock
Hill Country G
 
 
5:00 PM - 7:00 PM
 
Networking Reception
Henry's Hollow
 
 
Tuesday, October 15, 2024
7:00 AM - 5:00 PM
Registration Desk Open
Windmill Plaza Foyer
 
 
7:30 AM - 8:30 AM
Breakfast
Independence Ballroom
 
 
7:30 AM - 3:00 PM
Speaker Prep Room Open (Speakers only)
Hill Country B
 
 
8:30 AM - 8:45 AM
Coffee & Chat with Sponsors
Independence Ballroom
 
 
8:45 AM - 8:50 AM
Welcome to Day Two
Independence Ballroom
Ross Marino, Advisor2X & Transitus Wealth Partners
Ross Marino
8:50 AM - 9:40 AM
The Power of Behavioral Finance: A Journey from Nudging to Advising and AI
Independence Ballroom
Shlomo Benartzi, UCLA Anderson School of Management | Save More Tomorrow
Shlomo Benartzi
9:00 AM - 12:00 PM
RPA Aggregator Roundtable-Private Event
Fredericksburg EFG
 
 
9:40 AM - 10:30 AM
Stop Playing Mind Games: Help Improve Participant Outcome with Behavioral Insights Hosted by Capital Group | American Funds
Independence Ballroom
Jonathan Young, Capital Group | American Funds
Jonathan Young
10:30 AM - 11:00 AM
Morning Break
Independence Ballroom
 
 
11:00 AM - 11:30 AM
SECURE 2.0 Today: A UBS Report: How Employers Are Navigating a New World of Retirement Provisions and Mandates
Hill Country G
 
 
Opposites Attract: Completing Competencies
Hill Country C - The Unplugged Hub
Janine Moore, HUB
Apryl Pope, Retirement Plan Partners, LLP | Pope Financial Planning, LLC
Bryan Peebles, Strategic Retirement Partners
Jeanne Sutton, Strategic Retirement Partners
Darrell Ellisor, HUB Texas at Peak Financial Group, a division of HUB International
Janine Moore Apryl Pope Bryan Peebles Jeanne Sutton Darrell Ellisor
Best Practices for PEPs
Hill Country A
Kristina Keck, Woodruff Sawyer
Kristina Keck
A How-To for Guaranteed Income
Hill Country E
Nicole Corning, Pathlight Advisors
Nicole Corning
11:35 AM - 12:05 PM
Coming Soon
Hill Country C - The Unplugged Hub
 
 
Insights: Advisors Using AI
Hill Country E
Jania Stout, Fiduciary Plan Advisors-A OneDigital Company
Jania Stout
Breakout Session
Hill Country G
 
 
An Advisor's Guide to Screening Guaranteed Income Solutions
Hill Country A
Scott Colangelo, Prime Capital Investment Advisors
Jeffrey Gratton, SageView Advisory Group
Allie Rivera, OneDigital
Scott Colangelo Jeffrey Gratton Allie Rivera
12:10 PM - 12:40 PM
Navigating the Behavioral Finance Frontier: Unveiling Secrets for Advisor Success
Hill Country E
Berta Aldrich, Berta Aldrich, LLC
Berta Aldrich
Employees Can't Reap Benefits Until They Know Themselves Hosted by Knomee
Hill Country G
 
 
Engaging Participants Behind the Screens
Hill Country C - The Unplugged Hub
Sheri Fitts, Sheri Fitts & Co.
Sheri Fitts
Personalizing Retirement Income at Scale
Hill Country A
Paula Friedman, McLean Asset Management Corporation
Alex Murguia, RISA®
John Faustino, Broadridge
Wade Pfau, RISA ®| McLean Asset Management Corporation
Paula Friedman Alex Murguia John Faustino Wade Pfau
12:40 PM - 1:45 PM
Lunch
Independence Ballroom
 
 
1:50 PM - 2:20 PM
Crafting an Unbeatable Company Culture: Ensuring Your Financial Services Team Stays Forever
Hill Country C - The Unplugged Hub
Lorie Jones, Fidelis Wealth Advisors
Lorie Jones
The Future of the Next Gen Plan Advisor
Hill Country E
Taylor Hammons, Kestra Financial
Taylor Hammons
Target Date Funds, Managed Accounts and Advisor Managed Portfolios: The Good, the Bad, and the Less Good Looking-Part 1
Hill Country A
Craig Rosenthal, Fiduciary Decisions
Craig Rosenthal
2:25 PM - 2:55 PM
The Portability Puzzle: Evaluating Guaranteed Lifetime Income Solutions for Seamless Continuity Hosted by Allianz
Hill Country G
Ben Thomason, Allianz
Ben Thomason
Target Date Funds, Managed Accounts and Advisor Managed Portfolios: The Good, the Bad, and the Less Good Looking - Part 2
Hill Country A
Craig Rosenthal, Fiduciary Decisions
Craig Rosenthal
The Fee Compression Conundrum
Hill Country C - The Unplugged Hub
Fred Barstein, TRAU & TPSU
Christina Tunison, LPL Financial
Gary Tankersley, John Hancock Retirement
Fred Barstein Christina Tunison Gary Tankersley
3:00 PM - 3:30 PM
Afternoon Break
Independence Ballroom
 
 
3:30 PM - 5:00 PM
AI for Financial Advisors
Hill Country A
Frank Lazaro, AE Marketer
Frank Lazaro
Pivot Mastery: How to Have More Human Conversations in the Age of AI So You Can Truly Connect With Yourself & Your Clients
Hill Country E
Kelly Majdan, Power Through Wellness
Ivana Polonijo, Courageous Being Center
Kelly Majdan Ivana Polonijo
Video Bootcamp: Maximize Impact, Minimize Jitters: Expert Techniques for High-ROI Recording
Hill Country C - The Unplugged Hub
Sharon Gottula, Idea Decanter
Laura Garfield, Idea Decanter
Sharon Gottula Laura Garfield
5:00 PM - 7:00 PM
Networking Reception
Courtyard Deck