Venue
Wynn Las Vegas
Wynn Las Vegas, 3131 S Las Vegas Blvd, Las Vegas, NV 89109, USA

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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
Details

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

Speakers

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

Sponsors & Partners

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