Events & Webcasts

PLANADVISER National Conference

JW Marriot, Grande Lakes, Orlando, Florida
Sep 11 - 13, 2017

Above and Beyond: How Leaders Are Confronting Fiduciary Change and New Market Realities

The PLANADVISER National Conference (PANC) is the retirement plan industry’s premier networking and business strategy event for specialist retirement plan advisers! Join us to learn what the most elite of your peers are doing to drive successful outcomes and bolster their practices.

Annually, the top tier of retirement plan advisers from across the U.S., including the PLANADVISER Top 100 and the PLANSPONSOR Retirement Plan Advisers of the Year, gather in Orlando, Florida, for half a week of discussion and debate about the cutting edge of the retirement plan industry. Of these, the most knowledgeable and successful share how they are meeting the latest challenges and staying ahead of the large pack of those not truly dedicated to this market.

A conference for specialists, with an agenda designed by, and packed with, specialists, the PLANADVISER National Conference provides unrivaled wisdom and information that will allow you to immediately improve your business. Topics include regulatory, judicial and legislative updates; defined contribution (DC) plan and client service best practices; practice management tools; and investment insights.

Whether you’re looking for fresh perspectives, a new provider partner or even the next adviser teammate, PANC is the place for you. We look forward to seeing you in Orlando in September.

Click here to register

Meet Joe Montana

Opening Night Dinner Guest Speaker, September 11, 2017

Widely considered the best NFL quarterback of all time, Joe Montana personifies performance excellence and personal integrity both on and off the field. Yet, the word most closely associated with him is not winner—it’s leader.

Twice named the NFL’s Most Valuable Player, Montana led the 49ers to four Super Bowl wins, earning three Super Bowl Most Valuable Player awards. He was selected to eight Pro Bowls and named All-Pro five times. He is one of the toughest quarterbacks ever to play the game, and his trademark was unflappable poise in the clutch. “Joe Cool,” as he was sometimes tagged, played with the same calm determination, whether it was a scrimmage or the Super Bowl's fourth quarter.

Meet Joe at PANC, and find out how he leveraged his agility, vision, extreme accuracy as a passer and capacity to retain and act upon staggering loads of information to deliver legendary results. 

Plus: Meet Joe in person at our Monday Night Football After-Party immediately following dinner!

Featured Speaker: Mark Halperin

September 12, 2017

PLANADVISER Magazine is pleased to announce that Mark Halperin, Creator, Executive Producer, and Co-host Showtime's The Circus; Senior Political Analyst, NBC News and MSNBC; and Co-author, New York Times Best-Sellers Game Change and Double Down: Game Change 2012, will be entertaining us all with his political insights and expertise on Day Two of the PLANADVISER National Conference!  Join us for a riveting presentation comprised of storytelling, reactions and analysis from a veteran Washington D.C. insider!  

Sponsorship Information
Mike Garity | (617) 670-4710 |

General Information
Carol Popkins | (203) 595-3282 |