2019 PLANADVISER National Conference

JW Marriott, Grande Lakes, Orlando Florida  |     |  


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 $495.

*Registration includes food and beverage and conference materials over the three days. 

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!

Continuing Education Credits

We pre-file for Certified Financial Planner Board (CFP) and Investments & Wealth Institute (formerly IMCA) for the 2019 PLANADVISER National Conference.

To receive continuing education credits, all advisers and sponsors 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 melissa.groccia@strategic-i.com.

Sponsorship Information

Rob Reif | 203-258-6622 |

General Information

Carol Popkins | 203-461-0985 |