Registration is still open for the 2018 PLANADVISER National Conference, which will be held once again at the JW Marriott, Orlando Grande Lakes, from September 24th through the 26th.
The event, as it has been from the beginning, is designed exclusively for specialist retirement plan advisers—no beginner content here. Attendees will engage with industry leaders through pragmatic, actionable presentations and conversations. Our comprehensive agenda includes sessions focused on legislative and regulatory challenges; practice management and differentiation messaging; the newest platforms, tools and services for you and your clients; and the best practices currently being used to construct institutional investment lineups.
Advisers on the agenda and in attendance are the top tier of retirement plan advisers from across the U.S., including the PLANADVISER Top 100 and the PLANSPONSOR Retirement Plan Advisers of the Year.
New at this year’s conference, advisers will have the ability to earn their PLANSPONSOR Retirement Professional designation while in attendance, and we are particularly excited for our opening evening speaker, the award-winning comedian and actor Jason Alexander. The agenda also includes Jonathan Swan, an Australian journalist currently serving as a national political reporter for Axios, who will give a behind-the-scenes take of the Trump White House. Attendees will also benefit from an innovative presentation by Morgan Housel, partner at Collaborative Fund, on the “messy world of risk.”
We have pre-filed for Certified Financial Planner Board (CFP) and Investments & Wealth Institute (formerly IMCA) continuing education credits for many of the conference sessions and presentations. To receive continuing education credits, all attendees 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.
If you aren’t already signed up for the conference, all the details you need are here. We hope to see you there!