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Event Date | Wed Sep 26 EDT - Thu Sep 27 EDT (about 6 years ago) |
Location |
Wynn Las Vegas
3131 S Las Vegas Blvd, Las Vegas, NV 89109, USA |
Region | Americas |
The conference provides advisors with a forum to hear and share ideas on the new realities of retirement, issues they face with clients and the latest strategies offering top-level solutions to address client goals. The conference promises to make advisors feel energized with new ideas and enthusiasm to build their practices
2018 Speakers
Mitch Anthony
President, Advisor Insights Inc.
Maddy Dychtwald
Co-founder And Senior Vice President, Age Wave
Ric Edelman
Executive Chairman, Edelman Financial Services Llc
Roger G. Ibbotson, Ph.d.
Chairman, Zebra Capital
Ed Slott
President, Ed Slott And Company Llc
Greg Alberti
Vice President, Head Of Strategic Relationship Management, Great West Financial
Lauren Baxter
Manager Of Customer Success, Riskalyze
Colleen Bell
Senior Vice President, Fiduciary Services And Chief Fiduciary Service Officer, Cambridge Investment Group Inc.
Justin Bishop
Account Manager, Pietech Inc.
David M. Blanchett
Head Of Retirement Research, Morningstar Investment Management Llc, Cambridge Investment Group Inc.
Susan Bradley
Founder, Sudden Money Institute
Rudy E. Brandes
Financial Advisor, Jackson Financial Management
Adam Brown
Vice President Of Product Development, Allianz Life Insurance Company Of North America
Jack Chee
Principal, Senior Research Analyst, Litman Gregory
David D’amico
Chief Operating Officer, Argent Wealth Management
Eric Denham
Executive Vice President, Product And Business Development, Annexus
Thomas H. Duncan
Senior Director, Advanced Consulting Group, Nationwide
Lorraine Ell
Chief Executive Officer And Senior Financial Advisor, Better Money Decisions (B$d)
Douglas A. Ewing
Director Of Advanced Markets, Transamerica Advanced Markets Group
Megan Gorman
Founder And Managing Partner, Chequers Financial Management
Gail Graham
Chief Executive Officer, Graham Strategy
Tom Haines
Senior Vice President, Capital Markets And Index Solutions, Annexus
Scott Hanson
Co-founder And Senior Partner, Hanson Mcclain Advisors
Russell T. Hill
Chairman And Chief Executive Officer, Halbert Hargrove Global Advisors Llc
David Lau
Founder And Chief Executive Officer, Dpl Financial Partners
Robert Laura
President, Synergos Financial Group
Frank Maselli
Industry Consultant, The Maselli Group
Pat Mcclain
Founding Principal And Senior Partner, Hanson Mcclain Advisors
John Michel
Chief Executive Officer, Circleblack
Dan Moisand
Principal, Moisand Fitzgerald Tamayo Llc
Skip Schweiss
President, Td Ameritrade Trust Company
Policy Makers In Washington For Fiduciary Investment Advisors And Their Clients.
Evan Simonoff
Editor-in-chief And Editorial Director, Financial Advisor
Mick Slyman
Vice President, Imo Distribution Channel, Nationwide
Kate Stalter
Co-owner And President, Better Money Decisions
Greg Sullivan
Chief Executive Officer And Co-founder, Sullivan, Bruyette, Speros & Blayney
Jill M. Vantine
Regional Sales Vice President, Brighthouse Financial Inc.
Rebecca Walser
Wealth Management Advisor, Walser Wealth
Richard Weylman
Marketing Consultant, Richard Weylman Inc.
Michael Zmistowski
Chairman, Financial Planning Association Of Florida
2018 Sponsors:
GOLD SPONSORS:
• Annexus
• Nationwide
• White Glove
SILVER SPONSORS:
• Allianz
• Brighthouse
• Cambridge
• Greatwest
• HM
• Transamerica
BRONZE SPONSORS:
• DPL
• Litman Gregory
• riskalyze
• Shurwest
Exhibit Sponsors:
• Circle Black
• College For Financial Planning
• Ed Slott
• InsurMark
• Money Guide Pro
• RYP