AGENDA
Sunday, October 15, 2023 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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7:00 AM - 7:00 PM | Registration Desk Open 7:00 AM - 7:00 PM Sunday, October 15, 2023 Prince George Hall A Foyer
Photo ID required to pick up or reprint your badge. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
8:00 AM - 4:00 PM | AIF® Designation Training (pre-registration required) 8:00 AM - 4:00 PM Mary Kathryn Campion, Champion Capital Research Sunday, October 15, 2023 Annapolis 1-2
Limited to just 50 professionals, you'll be in a classroom setting gaining the fiduciary knowledge and tools needed to serve your clients' best interests while successfully growing your business. You are responsible for completing the online modules within your training account prior to attending the class. After completing the course, you may schedule the exam at your convenience using a remote proctor to become a candidate for the esteemed AIF Designation. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
12:30 PM - 1:30 PM | Lunch for Registrants of Broadridge AIF & Sheri Fitts Workshop Attendees 12:30 PM - 1:30 PM Sunday, October 15, 2023 Foyer Outside of Annapolis Breakout Rooms
Lunch provided for those attendees who pre-registered for either workshop. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
2:00 PM - 4:00 PM | LinkedIn and ChatGPT: The Power Duo for Next Level Sales and Marketing (preregistration required, limited to 35 advisors) 2:00 PM - 4:00 PM Sheri Fitts, Sheri Fitts & Co. Sunday, October 15, 2023 Annapolis 3-4
In the digital age, effectively leveraging top-tier platforms is crucial for business growth and successful communication. Dive into how LinkedIn and ChatGPT, when integrated, can boost your business to new heights in this immersive session. You'll learn how to combine LinkedIn's unparalleled networking potential with ChatGPT's advanced AI capabilities. We'll reveal practical strategies for refining your LinkedIn presence, crafting high-quality content, and cultivating valuable connections—all underpinned by AI-driven insights.
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4:00 PM - 5:00 PM | WE. Inpsire. Promote. Network (WIPN) Networking Event 4:00 PM - 5:00 PM Sunday, October 15, 2023 Lower Atrium | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
5:00 PM - 7:00 PM | Evening Networking Event 5:00 PM - 7:00 PM Sunday, October 15, 2023 Marina Promenade & Potomac Terrace
Enjoy a beautiful sunset overlooking the Potomac while enjoying an open bar and heavy hors d'oeuvres with your fellow attendees. Badges required for entry! | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
6:30 PM - 8:30 PM | 2023 W@W Private Steering Committee Dinner 6:30 PM - 8:30 PM Sunday, October 15, 2023 Old Hickory Wine Room | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Monday, October 16, 2023 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
7:00 AM - 5:00 PM | Registration Desk Open 7:00 AM - 5:00 PM Monday, October 16, 2023 Prince George Hall A Foyer
Photo ID required to pick up or reprint your badge. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
7:30 AM - 8:30 AM | Breakfast 7:30 AM - 8:30 AM Monday, October 16, 2023 Prince George Hall A (Exhibit Hall) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
8:30 AM - 8:45 AM | Coffee & Chat with Sponsors 8:30 AM - 8:45 AM Monday, October 16, 2023 Prince George Hall A (Exhibit Hall) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
8:45 AM - 8:50 AM | Welcome 8:45 AM - 8:50 AM Monday, October 16, 2023 Prince George Hall A (Exhibit Hall) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
8:50 AM - 9:40 AM | Work and Wealth in a World Gone Haywire 8:50 AM - 9:40 AM Brian Portnoy, Shaping Wealth Monday, October 16, 2023 Prince George Hall A (Exhibit Hall)
The work we do defines who we are. As the nature of work changes, so do our identities. And at times marked by accelerating technological change (such as artificial intelligence) and global disruptions (such as the pandemic and its aftermath), many of us will endure a proper identity crisis. Channeling the concept of “funded contentment” – the idea that true wealth is the ability to underwrite a meaningful life – this talk articulates an optimistic vision of the future in which current disruptions in the nature of work, however unsettling, actually create fresh opportunities for human flourishing. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
9:40 AM - 10:30 AM | 50-Minute General Session Presented by American Century 9:40 AM - 10:30 AM Monday, October 16, 2023 Prince George Hall A (Exhibit Hall) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
10:30 AM - 11:00 AM | Morning Break 10:30 AM - 11:00 AM Monday, October 16, 2023 Prince George Hall A (Exhibit Hall) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
11:00 AM - 11:30 AM | Retirement Income Obstacles 11:00 AM - 11:30 AM Paula Friedman, McLean Asset Management Daniella Moiseyev, Smart Monday, October 16, 2023 Woodrow Wilson A
There has been an increasing interest (from the government and plan participants) for lifetime income options inside 401(k) plans over the past ten years. So why hasn’t guaranteed income (whether annuities or other products) picked up more steam? Even when the option is offered inside a plan, why are so few participants actually taking advantage of what they asked for? | Financial Wellness Means What? 11:00 AM - 11:30 AM Alexander Assaley, AFS 401(k) Retirement Services, LLC Monday, October 16, 2023 Annapolis 3-4
With the evolution of personalization vis-a-vis Managed Accounts, Emergency Saving and Student Loan Accounts, and evolved Financial Wellness programs, we still have a broad and vague definition of "financial wellness" in the workplace. In the session, we'll share our views on the key components of a successful financial wellness program including what should be offered, how it should be delivered, and how to monitor and track its success. | 30-Minute Breakout Session 11:00 AM - 11:30 AM Thomas Clark, The Wagner Law Group Monday, October 16, 2023 Annapolis 1-2 | How to Build a Modern Sales and Marketing Process 11:00 AM - 11:30 AM Jesse Taylor, RPAG Monday, October 16, 2023 Woodrow Wilson BC | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
11:35 AM - 12:05 PM | 30-Minute Breakout Session Presented by Principal 11:35 AM - 12:05 PM Monday, October 16, 2023 Annapolis 3-4 | 30-Minute Breakout Session Presented by OneAmerica 11:35 AM - 12:05 PM Monday, October 16, 2023 Woodrow Wilson A | 30-Minute Breakout Session Presented by PIMCO 11:35 AM - 12:05 PM Monday, October 16, 2023 Woodrow Wilson BC | 30-Minute Breakout Session Presented by State Street Global Advisors 11:35 AM - 12:05 PM Monday, October 16, 2023 Annapolis 1-2 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
12:10 PM - 1:10 PM | Lunch 12:10 PM - 1:10 PM Monday, October 16, 2023 Prince George Hall A (Exhibit Hall) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
1:15 PM - 1:45 PM | The Financial Wellness Space - “Everything, Everywhere and All at Once” 1:15 PM - 1:45 PM Amy Glynn, Viking Cove Institute Monday, October 16, 2023 Annapolis 1-2
The Financial Wellness Space: Who is in it? • Participant | 30-Minute Breakout Session 1:15 PM - 1:45 PM Monday, October 16, 2023 Woodrow Wilson BC | 30-Minute Breakout Session 1:15 PM - 1:45 PM Joseph Denoyior, HUB International Monday, October 16, 2023 Annapolis 3-4 | Serving the Small Market at Scale 1:15 PM - 1:45 PM Stefanie Rzepecki, GRP Financial Phillip Senderowitz, Strategic Retirement Partners Monday, October 16, 2023 Woodrow Wilson A
There’s a lot of focus on the small and especially startup market with the passage of SECURE 2.0. Additionally, lots of new providers have service offerings targeting this market and have low price points. This is all great, but unless you have a strategy on how to service this market, you run the risk of getting in over your head from a servicing perspective. | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
1:50 PM - 2:20 PM | 30-Minute Breakout Session Presented by Allianz Life Insurance Company of North America 1:50 PM - 2:20 PM Monday, October 16, 2023 Annapolis 1-2 | 30-Minute Breakout Session Presented by John Hancock Investment Management 1:50 PM - 2:20 PM Monday, October 16, 2023 Woodrow Wilson A | 30-Minute Breakout Session Presented by Nuveen 1:50 PM - 2:20 PM Monday, October 16, 2023 Woodrow Wilson BC | 30-Minute Breakout Session Presented by Fiduciary Decisions 1:50 PM - 2:20 PM Monday, October 16, 2023 Annapolis 3-4 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
2:25 PM - 2:55 PM | 30-Minute Breakout Session 2:25 PM - 2:55 PM Monday, October 16, 2023 Woodrow Wilson BC | 30-Minute Breakout Session 2:25 PM - 2:55 PM Monday, October 16, 2023 Annapolis 3-4 | 30-Minute Breakout Session 2:25 PM - 2:55 PM Monday, October 16, 2023 Annapolis 1-2 | 30-Minute Breakout Session 2:25 PM - 2:55 PM Monday, October 16, 2023 Woodrow Wilson A | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
3:00 PM - 3:30 PM | Afternoon Break 3:00 PM - 3:30 PM Monday, October 16, 2023 Prince George Hall A (Exhibit Hall) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
3:30 PM - 4:15 PM | Should 401(k) Advisors Cross Sell? 3:30 PM - 4:15 PM Patrick Rieck, HUB International Jania Stout, Fiduciary Plan Advisors-A OneDigital Company Monday, October 16, 2023
Employers and employees both want and need the full value of your firm and your strategic partners. This panel of experts will discuss their differing perspectives on total rewards/cross selling. Is the industry stigma warranted? Or are advisors who don't address the needs of participants not acting in their best interest? | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
4:15 PM - 5:00 PM | 45-Minute General Session 4:15 PM - 5:00 PM Monday, October 16, 2023 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
5:00 PM - 7:00 PM | Evening Networking Event 5:00 PM - 7:00 PM Monday, October 16, 2023 Harbor Social
Join your fellow attendees at the BRAND NEW Harbor Social inside the Gaylord Hotel! Featuring an interactive sports bar with great food & drinks, TVs throughout, and interactive games like duckpin bowling & bocce ball. It is the perfect way to SOCIAL-ize! Open bar and heavy hors d'oeuvres will be served. Badge required for entry! | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Tuesday, October 17, 2023 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
7:00 AM - 5:00 PM | Registration Desk Open 7:00 AM - 5:00 PM Tuesday, October 17, 2023 Prince George Hall A Foyer
Photo ID required to pick up or reprint your badge. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
7:30 AM - 8:30 AM | Breakfast 7:30 AM - 8:30 AM Tuesday, October 17, 2023 Prince George Hall A (Exhibit Hall) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
8:30 AM - 8:45 AM | Coffee & Chat with Sponsors 8:30 AM - 8:45 AM Tuesday, October 17, 2023 Prince George Hall A (Exhibit Hall) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
8:45 AM - 8:50 AM | Morning Remarks 8:45 AM - 8:50 AM Tuesday, October 17, 2023 Prince George Hall A (Exhibit Hall) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
8:50 AM - 9:40 AM | Keynote: An Employee Walks Into an Office 8:50 AM - 9:40 AM Maryanne Spatola, C3 Talent Strategies Tuesday, October 17, 2023 Prince George Hall A (Exhibit Hall)
The pandemic forced many organizations to pivot their operations into the world of remote working igniting a massive shift in work-life expectations, and therefore the workplace. As the global economy emerges from the pandemic, billions of people worldwide are rethinking their work-life balance. Workplaces as we once knew them no longer exist. Companies can't just go back to business as usual because so much has changed since the pandemic began. We know that leadership behaviors shape organizational culture and culture shapes organizational outcomes. Maryanne will explore five leadership practices that emerged because of the pandemic that cultivate more innovative solutions, greater productivity, and lead to better business outcomes. We’ll reflect on and discover what it means to lead in uncertainty, lean into discomfort, and become a future-ready leader prepared for whatever the world throws your way next. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
9:40 AM - 10:30 AM | 50-Minute General Session Presented by American Funds 9:40 AM - 10:30 AM Tuesday, October 17, 2023 Prince George Hall A (Exhibit Hall) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
10:30 AM - 11:00 AM | Morning Break 10:30 AM - 11:00 AM Tuesday, October 17, 2023 Prince George Hall A (Exhibit Hall) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
11:00 AM - 11:30 AM | 30-Minute Breakout Session 11:00 AM - 11:30 AM Tuesday, October 17, 2023 Annapolis 3-4 | 30-Minute Breakout Session 11:00 AM - 11:30 AM Thomas Clark, The Wagner Law Group Tuesday, October 17, 2023 Woodrow Wilson BC | 30-Minute Breakout Session 11:00 AM - 11:30 AM Matthew Halloran, ProudMouth Tuesday, October 17, 2023 Annapolis 1-2 | Financial Wellness: How to Build it Out (Case Studies) 11:00 AM - 11:30 AM Brad Arends, intellicents Sam Mitchell, Sentinel Group Tuesday, October 17, 2023 Woodrow Wilson A One of W@W's fan-favorite duos returns to offer their insights into building out a successful and profitable wellness offering with their famously generous transparency into how they make it all work. This session is sure to have great takeaways AND a lot of laughs! | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
11:35 AM - 12:05 PM | 30-Minute Breakout Session 11:35 AM - 12:05 PM Meghan Richter, Intention.ly Tuesday, October 17, 2023 Woodrow Wilson BC | 30-Minute Breakout Session 11:35 AM - 12:05 PM Tuesday, October 17, 2023 Annapolis 3-4 | 30-Minute Breakout Session 11:35 AM - 12:05 PM Tuesday, October 17, 2023 Annapolis 1-2 | WE. Inpsire. Promote. Network (WIPN) Presents 11:35 AM - 12:05 PM Pam Brooks, Oswald Financial Lisa Anderson, INPRS Rosalyn Brown, WIPN Tuesday, October 17, 2023 Woodrow Wilson A | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
12:10 PM - 12:40 PM | 30-Minute Breakout Session Presented by Transamerica 12:10 PM - 12:40 PM Tuesday, October 17, 2023 Annapolis 1-2 | 30-Minute Breakout Session Presented by Principal 12:10 PM - 12:40 PM Tuesday, October 17, 2023 Annapolis 3-4 | 30-Minute Breakout Session Presented by J.P. Morgan Asset Management 12:10 PM - 12:40 PM Tuesday, October 17, 2023 Woodrow Wilson BC | 30-Minute Breakout Session Presented by Nationwide 12:10 PM - 12:40 PM Tuesday, October 17, 2023 Woodrow Wilson A | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
12:40 PM - 1:45 PM | Lunch 12:40 PM - 1:45 PM Tuesday, October 17, 2023 Prince George Hall A (Exhibit Hall) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
1:50 PM - 2:20 PM | 30-Minute Breakout Session 1:50 PM - 2:20 PM Tuesday, October 17, 2023 Annapolis 1-2 | 30-Minute Breakout Session 1:50 PM - 2:20 PM Tuesday, October 17, 2023 Annapolis 3-4 | 30-Minute Breakout Session 1:50 PM - 2:20 PM Tuesday, October 17, 2023 Woodrow Wilson A | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
2:25 PM - 2:55 PM | Employee Engagement: Seize the Opportunity! 2:25 PM - 2:55 PM Michael Kushner, RPC Tuesday, October 17, 2023 Annapolis 1-2
While the pandemic caused economic uncertainty, it may have also strengthened employees' understanding of the importance of saving and their resolve to do so. The pandemic's inequal economic instability and recovery has made it difficult for some to do so, while others have been more successful. Take advantage of this opportunity to engage employees, boost their financial wellness, and help your plan sponsors foster a culture that supports healthy financial habits focused on the long term. Seize the opportunity to engage now! | 30-Minute Breakout Session 2:25 PM - 2:55 PM Tuesday, October 17, 2023 Annapolis 3-4 | Build a Wellness Program with the 5 C's 2:25 PM - 2:55 PM Zack Hubbard, Greenspring Advisors Tuesday, October 17, 2023 Woodrow Wilson A
Join Zack for a step-by-step guide to building a financial wellness program centered around the 5 C’s of financial well-being (Clarity, Confidence, Control, Collaboration, Continuous Improvement.) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
3:00 PM - 5:00 PM | THE HIVE Speaker Tables & Small Group Discussions 3:00 PM - 5:00 PM Tuesday, October 17, 2023 Prince George Hall A (Exhibit Hall) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
5:00 PM - 7:00 PM | Evening Networking Event 5:00 PM - 7:00 PM Tuesday, October 17, 2023 Replay Nightclub
Join your fellow attendees at Replay at Pose Rooftop Lounge inside the Gaylord Hotel, an 80’s themed pop-up bar offering river views, delicious drinks and more. The rooftop bar will feature Insta-worthy environments, neon lights, retro arcade games and the best of 80’s music. Open bar and heavy Hors d'oeuvres will be served. Badges required for entry!
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