2nd Annual XCELLR8 Retirement & PlanTech Online Summit 2021 | Finlocity | 13 October 2021 | Online Event
Venue
What is Qwoted?
Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
| Event Date | Wed Oct 13 EDT (about 3 years ago) |
| Location | Online Event |
| Region | Americas |
Details
The 2nd Annual XCELLR8 Retirement & PlanTech Online Summit provides an opportunity for Retirement Planning practitioners and the firms that support them to conveniently watch presentations from subject matter experts providing valuable insights while showcasing exciting technology & investment solutions designed for the Retirement Planning and Qualified Plans marketplace. Learn proven strategies and best practices from industry peers during the Executive Panel Discussions. Don’t miss this opportunity to stay abreast of beneficial innovations and techniques in Retirement Planning.
Speakers
2021 Speakers
Glenn Dial
Senior Retirement Strategist
Jesse Taylor
Vice President, Business Development
Allyson Krause
Managing Director, Retirement Plan Services, TrustPoint
Jason Cohn
First Vice President, Wealth Management, Raymond James
Thane Walton
AVP Retirement Plan Services, United Planners Financial Services
Yon Perullo
Chief Executive Officer
Dan Harding
Founder
Taylor Hammons
Head of Retirement Plans, Kestra Financial
Katharine Earhart
Partner, Fairlight Advisors
Brad Arends
CEO & Co-Founder, Intellicents
Sponsors & Partners
2021 Sponsors
SOLUTION SPONSORS:
• RiXtrema
• Nest Egg Guru
• American Century Investments
• RPAG
• WealthPrime