Events & Webcasts

PLANADVISER National Conference

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


This event has been exclusively designed for retirement plan advisers/consultants.

Providers (i.e. record keepers, asset managers, insurance companies) that are not sponsoring the conference will not be allowed to attend the conference.

Retirement plan advisers may attend for just $795.

Click here to register

Continuing Education Credits

We pre-file for Certified Financial Planner Board (CFP) and Investment Management Consultants Association (IMCA) for the 2017 PLANADVISER National Conference. Please check back in August for pending and approval updates.

To receive continuing education credits, all attendees must sign in at the registration desk at the conference and complete a handout to verify their attendance. If you are looking for credits for another designation, please also stop by the registration desk for information on how to verify your attendance.

Any additional questions, please contact Melissa Groccia at

11TH ANNUAL PANC GOLF TOURNAMENT The Ritz-Carlton Golf Club Tuesday, October 10, 2017 1:00pm Advisers are invited to play in the Eleventh Annual PANC Golf Tournament on Sunday, September 10th, at 1:00 p.m. (Tee-off). Please signify that you would like to participate on the registration page (Space will be limited to the first 50 golfers).  Sponsored by Financial Engines, Lincoln Financial Group, Principal PANC FUN RUN Thursday, October 12, 2017 6:45 am PLANADVISER will be hosting the second annual 5k Fun Run for all attendees. Runners will meet at Primo restaurant's outdoor garden for a scenic 5k route along the hotel property. Attendees will receive gifts for participating, and top female and male runners will be awarded! Please signify that you would like to participate on the registration page. The run will take place rain or shine!    Sponsored by Prudential and Ascensus SUNRISE YOGA Friday, October 13, 2017 6:45 am You are invited to join Allison Joy Phillips for Sunrise Yoga in the Marbella room on the lower level of the JW Marriott. Allison Joy Phillips teaches yoga & meditation in New York City. Her classes are dynamic, informative and firmly rooted in the foundational aspects of alignment, breath work and intelligent sequencing. You will be provided with towel, mat and water.