Photo ID required to pick up or reprint your badge. 

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. 

Lunch provided for those attendees who pre-registered for either workshop. 

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.

This hands-on session uncovers how you can use these tools collaboratively to optimize your sales efforts, prepare impressively for meetings and presentations, elevate your brand messaging, and generate engaging, personalized content at scale. Grasp the combined power of LinkedIn and ChatGPT for your practice, learn how to utilize AI-driven content creation for impactful LinkedIn communication, discover the secret to impressively prepping for meetings and presentations, and leave with actionable steps to amplify your LinkedIn networking and communication using ChatGPT.

Join us to explore the future of professional networking and communication, where AI converges with LinkedIn, and traditional practices undergo a transformation.

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!

Photo ID required to pick up or reprint your badge. 

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.

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? 

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.

The Financial Wellness Space:

Who is in it?
What is it?
Why are they in it?
Where and what are the various ways to measures success?
How can advisors can shine every time?

•    Participant
•    Plan Sponsor
•    Advisor
•    Broker dealer/RIA
•    Bank
•    Recordkeeper
•    Insurance Company
•    Investment Manager
•    Employee Benefit Firm 
 

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. 

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? 

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!

Photo ID required to pick up or reprint your badge. 

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.
 

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!

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!

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.)

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!