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CONFERENCE CALENDAR

2010 PLANADVISER National Conference

PDF Agenda
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2010 PLANADVISER National Conference

Is your retirement business ready to go to the next level? Are you?

September 20-22, 2010
The Ritz-Carlton, Orlando, FL

The 2010 PLANADVISER National Conference is a forum where you can meet and network with peers, probe the product capabilities of the industry's leading providers, learn about the latest trends in plan design, tap into the expertise of leading industry experts, and gain exclusive insights from our proprietary research.   

The forward-looking agenda has been designed with an eye toward where our industry is heading, and will arm you with actionable sales and service ideas that can be incorporated into your practice immediately. You will benefit from gaining a deeper insight into retirement issues, as well as practical selling and servicing requirements that can help you build a richer and more robust practice.   

roundedTop Golf
PLANADVISER National Conference Golf Tournament

Sunday, September 19, 2010, Tee-off: 1:00 p.m.

Advisers are welcome to play in the Fourth Annual Golf Tournament the day before the conference begins. Designed by two-time British Open Champion Greg Norman, The Ritz-Carlton Golf Club, Orlando Grande Lakes course features water hazards, strategic bunker placement and demanding greens. Please signify that you would like to particpate on the registration page (space will be limited to the first 50 golfers).

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roundedTop John Heilemann
John Heilemann

Opening Night Dinner Speaker

 John Heilemann is a national political correspondent and columnist for New York magazine. He writes The Power Grid column for the magazine, as well as longer features. He is the co-author, with Mark Halperin, of the instant national best seller Game Change: Obama and the Clintons, McCain and Palin, and the Race of a Lifetime—the definitive account of the 2008 presidential election.

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IMCA has approved PANC for 16 hours of credit.

 Registration for Advisers: $695 
 

Please note: Registration includes all food, beverages, and conference materials.
Register Now! 
 

Sponsorship Information | Foster Wright | (203) 595.3280 | fwright@assetinternational.com

General Information | Carol Popkins | (203) 595.3282 | cpopkins@assetinternational.com   

Sponsor list as of 8/23/2010 11:58:10 AM

Exhibitors list as of 8/26/2010 3:33:02 PM

  • ADP Retirement Services
  • AllianceBernstein Defined Contribution Investments
  • Allianz Global Investors Distributers
  • American Beacon Advisors
  • American Century Investments
  • Bank of America Merrill Lynch
  • BlackRock
  • BNY Mellon Asset Management / Dreyfus
  • Broadridge Financial Solutions
  • Columbia Management
  • Commonwealth Financial Network
  • CPI Qualified Plan Consultants, Inc.
  • DailyAccess Corporation
  • Delaware Investments
  • Diversified Investment Advisors
  • Eaton Vance Investment Managers
  • ExpertPlan
  • Franklin Templeton Investments
  • Goldman, Sachs & Co.
  • HighMark Funds
  • ING
  • iShares
  • John Hancock Financial Services
  • JPMorgan
  • M & I Institutional Trust Services
  • Manning & Napier Advisors, Inc.
  • MassMutual Retirement Services
  • Nationwide
  • Natixis Global Associates
  • Neuberger Berman
  • NRP
  • OneAmerica
  • OppenheimerFunds
  • Payden Retirement Services Group
  • Principal Financial Group
  • Prudential Retirement
  • Putnam Investments
  • RidgeWorth Investments
  • S&P Indices
  • T. Rowe Price Retirement Plan Services, Inc.
  • TD AMERITRADE Institutional
  • The Guardian Life Insurance Company of America
  • The Hartford
  • The Newport Group
  • The Standard
  • TIAA-CREF
  • Transamerica Retirement Services
  • Wells Fargo
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