Virtual Event

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Event Date Thu Sep 9 EDT (about 1 month ago)
Location Virtual Event
Region All

This event should always have one eye on building maximum enterprise value. Every advisor either sells or retires from their business eventually. Regardless of which path is chosen or when the event takes place, RPAs need to fully understand the key drivers of enterprise value and how to positively impact each.


2021 Speakers

Fred Barstein
CEO, The Retirement Advisor University (TRAU)

Patti Bell
Principal, AVP-Advanced Solutions

Dick Darian
CEO, Wise Rhino Group

Nick Della Vedova
President, NFP

Joe DeNoyior
President, HUB

John Jurik
National Practice Leader, Gallagher

Chad Larsen
Retirement Practice Leader, HUB

Randy Long
Managing Principal, SageView Advisory Group

Craig Reid
President, MMA Securities

Bill Thompson
Divisional Vice President, Retirement, John Hancock

Brian Walker
National Sales Manager – Retirement Sales, Transamerica

Sponsors & Partners

2021 Sponsors

• The Retirement Advisor University (TRAU)
• Principal
• Wise Rhino Group

• Gallagher
• SageView Advisory Group
• MMA Securities
• Retirement
• John Hancock
• Transamerica