The Economy with Dr. David Kelly |
With over 20 years of experience, David Kelly, JP Morgan’s Chief Global Market Strategist, Head of the Global Market Insights Strategy Team, has provided valuable insight and perspective on the economy and markets to thousands of financial advisers and their clients. Throughout his career, David has developed a unique ability to explain complex economic and market issues in a language that financial advisers can use to communicate to their clients. He is a keynote speaker at many national investment conferences, a frequent guest on CNBC, and other financial news outlets, and is widely quoted in the financial press.
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Behavioral Finance and the Future of Improving Retirement Outcomes in the Digital World |
In this session, Professor Shlomo Benartzi, UCLA Anderson School of Management, and Senior Academic Advisor at the Voya Behavioral Finance Institute for Innovation, will discuss: Why behavioral finance matters; The latest research on effective financial education and digital nudges; and How behavioral finance can improve your practice.
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Meet Joe Montana |
Opening Night Guest Speaker: Widely considered the best NFL quarterback of all time, Joe Montana personifies performance excellence and personal integrity both on and off the field. Yet, the word most closely associated with him is not winner—it’s leader. Plus: Meet Joe in person at our after-party immediately following dinner!
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11TH Annual Golf Tournament |
Advisers are invited to play in the 11th Annual PANC Golf Tournament on Sunday, September 10, at 1:00 p.m. (Tee-off).
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PANC Fun Run |
PLANADVISER will be hosting a 5k Fun Run for all attendees on the morning of Tuesday, September 12 at 6:45 a.m. Attendees will receive gifts for participating, and top runners will be awarded!
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Sunrise Yoga |
You are invited to join Allison Joy Phillips for sunrise yoga on the back lawn of the JW next to the Gazebo on Wednesday, September 13.
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