Online Event

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Event Date Wed Oct 13 EDT (over 1 year ago)
Location Online Event
Region Americas

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.


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

Taylor Hammons
Head of Retirement Plans, Kestra Financial

Katharine Earhart
Partner, Fairlight Advisors

Brad Arends
CEO & Co-Founder, Intellicents

Sponsors & Partners

2021 Sponsors

• RiXtrema
• Nest Egg Guru
• American Century Investments
• WealthPrime