2019 PLANADVISER National Conference

JW Marriott, Grande Lakes, Orlando Florida  |     |  


Join us at the PLANADVISER National Conference
September 16–18, 2019, JW Marriott Grande Lakes, Orlando

With an agenda designed completely by a committee featuring past PLANSPONSOR Retirement Plan Advisers of the Year—plus input from leaders at national adviser aggregators, who know exactly what the best retirement plan advisers want and need—you are sure to return to your firm able to tackle whatever your practice needs done this year.

Alison Cooke Mintzer, together with her advisory committee members, are building a provocative and compelling agenda to ensure every 2019 PANC attendee is energized, engaged and inspired! We’re also planning some exciting surprises and more opportunities than ever to share your value, and let you connect one-to-one with your peers.

Supporting Advisory Partners:

  • Cammack Retirement Group
  • Cetera
  • GRP Advisor Alliance
  • HUB Financial
  • Independent Financial Group
  • Lockton Companies
  • LPL Financial
  • Montgomery Retirement Plan Advisors
  • Morgan Stanley
  • Pensionmark
  • Resources Investment Advisors
  • SageView Advisory Group
  • UBS

Join us September 16–18 in Orlando for “Contagious Ideas” at PANC 2019!

Begins in...

NEW! Super CE Session at PANC

John Hancock is pleased to work with PLANADVISER to extend you a Super CE Session on Small Business Retirement plans at the end of the 2019 PLANADVISER National Conference. Join John Hancock, after the closing buffet, on Wednesday, September 16
th from 12:30 p.m. to 1:30 p.m. for the Super CE session followed by the exam at 1:30 p.m.

(Please note, registration is reserved for Advisors only and seating is limited so register early! The course will provide credits toward State insurance CE credits, CFP, IMCA, CPE, CPFA,CRPS, CRPC, CLU and CHFC. Depending upon state, you can earn up to 21 CE credits. Click here to view the credits per state.)

You must register no later than 2:00pm (Eastern Time) on or before September 16th, 2019

If your registration is not received by the cutoff date you will not be permitted to take the exam onsite (“walk-in”)

Once registration is complete, you will be redirected to download your study material and effectively complete the required minimum of Self-Study/Correspondence hours.

NY & SC Residents must register NO later than 2:00pm (Eastern Time) on or before September 11th, 2019. There will be no exceptions!

Sponsorship Information

Rob Reif | 212-217-6906 |

General Information

Carol Popkins | 203-461-0985 |