2020 PLANADVISER National Conference

Online Conference  |     |  

Join us live from the comfort of your desk on September 14–18, 2020!

Please click here for latest news about our 2020 PLANADVISER National Conference.

Essential Connections: People, Ideas, Opportunities

Each year, the PLANADVISER National Conference brings together the best and the brightest in the retirement plan advisory industry. When it comes to learning, networking and making connections with peers and providers, PANC can’t be beat.

Our conference agenda is designed by a committee featuring past PLANSPONSOR Retirement Plan Advisers of the Year, with input from leaders at national adviser aggregators and service providers who know exactly what the best retirement plan advisers want and need. The forthcoming 2020 conference agenda will feature such topics as leveraging the SECURE Act in your business, adviser industry M&A trends, the latest lawsuits and legislation, and much more.

We are confident that PANC 2020 will be the premier event for retirement specialist advisers to meet the right people, hear the best ideas and create new opportunities. 

2020 PANC Advisory Board

Daniel Bryant, Sheridan Road Financial
Ken Catanella, The Catanella Institutional Consulting Team of UBS
Joe Connell, Sikich Financial
Jason Chepenik, Chepenik Financial
Steven Dimitriou, of Mayflower Advisors,
Barbara Delaney, StoneStreet Advisor Group
Rita Fiumara, of UBS Financial
Michael Goss, Fiduciary Investment Advisors
David Griffin, Atlanta Retirement Partners
Troy Hammond, Pensionmark
Brian Hanna, Everhart Advisors
Stace Hilbrant, 401k Advisors LLC
Christopher Kulick, CAPTRUST
Ellen Lander, Renaissance Benefit Advisors
Randy Long, SageView Advisory Group
Vince Morris, RIA
John Mott, Morgan Stanley
Jania Stout, Fiduciary Plan Advisors
Gordon Tewell, Innovest Portfolio Solutions
Blake Thibault, Heffernan Financial Services
Joseph Topp, Francis Investment Counsel
Josh Ulmer, Morgan Stanley
Mike Volo, Cammack Retirement Group
Rick Wedge, Pensionmark

Sponsorship Information

Katie Bacon | 203-595-3184 |

General Information

Carol Popkins | 203-461-0985 |