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2017 PLANADVISER National Conference

JW Marriott Orlando Grande Lakes |

Oct 11-13, 2017 |

JW Marriott Orlando Grande Lakes
4040 Central Florida Parkway
Orlando, Florida 32837 USA
Phone: 1-407-206-2300

Hotel Accommodations:

To book a room, please contact Melissa Groccia at Melissa.Groccia@strategic-i.com.

Enjoy 15% off of spa services at the Ritz-Carlton spa simply by providing your name, phone number, e-mail address and mentioning PANC to Maryam Montoya, Spa Sales Coordinator at maryam.montoya@ritzcarlton.com! Please click here for more information. Book your appointment now!

Click here to receive discounted rates with Mears Motor Shuttle Transportation when booking your travel!

Welcome to the crown jewel of Orlando luxury resorts, the JW Marriott Orlando Grande Lakes. Towering above its 500 acre setting of lush, tropical landscape, this dazzling Orlando luxury resort offers an escape unlike any other, only minutes from the fun and excitement of Orlando’s theme parks. Featuring the luxurious amenities and service for which JW Marriott is known, our Orlando luxury resort boasts a wealth of fine touches, from oversized marble bathtubs to the stunning landscape design. Enjoy relaxing at the opulent Ritz-Carlton spa, or playing a round at the world-class Greg Norman-designed golf course. At our Grande Lakes resort, great food is never far away. Enjoy Southern Italian cuisine at Primo, just one of the resort’s many dining options. A perfect resort for families, kids will love our outdoor Lazy River pool; parents, our convenience to all the city’s top attractions.

Sponsorship Information

Katie Bacon | 203-595-3184 | Katie.Bacon@strategic-i.com

General Information

Carol Popkins | 203-461-0985 | carol.popkins@strategic-i.com

THOUGHT LEADERSHIP
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MARKET MIRROR

Tuesday, the Dow lost 102.20 points (0.36%) to finish at 27,934.02, the NASDAQ closed 20.72 points (0.24%) higher at 8,570.66, and the S&P 500 slipped 1.85 points (0.06%) to 3,120.18. The Russell 2000 increased 5.95 points (0.37%) to 1,598.29, and the Wilshire 5000 was up 8.71 points (0.03%) at 31,769.20.

The price of the 10-year Treasury note was up 3/32, decreasing its yield to 1.784%. The price of the 30-year Treasury bond increased 11/32, bringing its yield down to 2.252%.

Industry White Papers

Millennial Myths & Realities Strategies for Strengthening and Expanding Client Relationships
The Great Wealth Transfer Generations of Possibilities
It’s Time to Get Serious About Retirement Income Solutions Thoughtful consideration of a participant’s journey, both up to and through retirement, can help participants meet their retirement goals—and better position plans to retain assets.
The Making of a Glide Path Understanding the Impact of Design Decisions on Retirement Outcomes
Are employees relying on employers to solve financial problems? Employees who are financially stressed and working out of economic necessity can negatively impact workplace productivity.
2019 PIMCO Defined Contribution Consulting Study Providing retirement income potential, evaluating TDFs and plan costs, and simplifying investment menus are key.

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