2020 PLANADVISER National Conference
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Day 2
Day 3
Day 4
Day 5
September 14, 2020
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Opening Remarks
Building a Team—and a Culture—in a Virtual Environment: What happens to a team when people aren’t meeting every day in the office? Advisory team leaders must think about collaboration and role delineation as they grow their practices. New pressures such as onboarding and data sharing raise a fundamental question: What does the retirement plan advisory firm of the 2020s (and beyond) look like if it has to embrace virtual workspaces?
Moderator Sean D. Patton, Partner, Senior Consultant, Westminster Consulting
Panelists:
Joe DeNoyior, President, Retirement and Private Wealth, Washington Financial Group
Steven Dimitriou, Managing Partner, Mayflower Advisors, LLC
Mike Goss, Executive Vice President, Fiduciary Investment Advisors, LLCThis program has been accepted by CFP Board.
Investments & Wealth Institute® has accepted this program for 1.0 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. -
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Coffee Break sponsored by ADP (visit Exhibit Hall)
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Succession Planning, Mentorship and Practice Diversity: We need to talk about how to bring more young people and culturally/racially diverse people into this industry. This panel will seek to foster a frank and actionable discussion about redesigning compensation structures and creating meaningful career pathways for new advisers.
Moderator: Alison Cooke Mintzer, Executive Director, ISS Media
Panelists:
Teresa Hassara, Head of Workplace Solutions, Massachusetts Mutual Life Insurance Company
Amy Philbrook, Head of Core Market Sales, Workplace Investing, Fidelity InvestmentsThis program has been accepted by CFP Board.
Investments & Wealth Institute® has accepted this program for 1.0 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. -
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Capital Preservation in a Low Interest Environment
Presenters:
Erik Karpinski, Vice President, Retirement Solutions Group, Goldman Sachs Asset Management (GSAM)
Rick Cortellessa, Regional Director, Retirement Solutions Group, Goldman Sachs Asset Management (GSAM)Sponsored by Goldman Sachs & Co
Investments & Wealth Institute®has accepted this program for 1.0 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. -
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Lunch Break
(visit Exhibit Hall) -
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The Effects of Retiree Behavior on the Evolving Retirement Income Landscape
The changing retirement environment, the emergence of new retiree behaviors and preferences, and the introduction of retirement legislation have had a recent and profound effect on the retirement income industry – including areas such as product development, retirement education and plan adviser services.
Join Rick Fulford, Head of PIMCO Defined Contribution, Christina Pihos, Head of PIMCO DC Participant Engagement, Greg Bakke, President of Expand Financial, and Alison Cooke Mintzer, ISS Media, Executive Director, as they discuss the implications of these effects and how they continue to influence retirement income solutions and resources.
Sponsored by PIMCOInvestments & Wealth Institute® has accepted this program for 1.0 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.
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Coffee Break sponsored by ADP
(visit Exhibit Hall) -
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Best Practices for Virtual Meetings—and Avoiding Zoom Fatigue: When advisers opted for virtual client or committee meetings in the past, clients may have seen it as a cost savings measure, and the meeting typically consisted of the usual quarterly report discussed over teleconference. With virtual meetings likely here to stay for at least some time, how can advisers best engage their clients and committee members in the governance of their plan? What are advisers finding works best in terms of platforms?
Presenter: Sheri Fitts, Founder, ShoeFitts MarketingThis program has been accepted by CFP Board.
Investments & Wealth Institute® has accepted this program for 1.0 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.
