Erisa 403(b) Advisor Conference 2024 | National Association Of Plan Advisors - NAPA | 19 September 2024 | Loews Chicago O'Hare Hotel, 5300 N River Rd, Rosemont, IL 60018, USA

Venue
Loews Chicago O'Hare Hotel
Loews Chicago O'Hare Hotel, 5300 N River Rd, Rosemont, IL 60018, USA

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Event Date Thu Sep 19 CDT - Fri Sep 20 CDT (9 months ago)
In your timezone (EDT): Thu Sep 19 1:00am - Fri Sep 20 1:00am
Location Loews Chicago O'Hare Hotel
5300 N River Rd, Rosemont, IL 60018, USA
Region Americas
Details

This conference has been built specifically for specialist advisors and consultants to gain insight from top thought leaders, share ideas with peers, build a national network of contacts, learn innovative techniques for improving retirement outcomes, and much more.

Topics addressed will include:
• Updates on Current and Future Legislation
• Retirement Income Solutions
• Managed Accounts vs Target Date Solutions
• Advanced Nonqualified Strategies for 403(b) Plans
• Optional Provisions from SECURE 2.0
• Plan Sponsor Perspectives
• 403(b) Hot Topics

Who Should Attend?
Attendees of the event should be seasoned advisors and consultants in large institutional markets who want to engage with their industry counterparts to broaden and increase their knowledge.

Speakers

2024 Speakers

Brian Graff
NAPA Executive Director & CEO, American Retirement Association

Earle Allen
Principal, CAPTRUST

Jeffrey Cullen
Chief Executive Officer, Strategic Retirement Partners

David de Tagyos
Managing Director, Great Lakes, Strategic Retirement Partners

Kasi Boyles
Senior Relationship Manager, SageView Advisory Group

Andrew Kuhn
Portfolio Specialist – Target Date, T. Rowe Price

Bryan Platz
Investment and Product Specialist, Morningstar Retirement

Jeffery Acheson
Certified Private Wealth Advisor, Advanced Strategies Group

Doug Bermudez
Managing Director, Los Angeles, Strategic Retirement Partners

Barry Downey
Attorney, CEO, Smith & Downey, P.A.

Tom Clark
Partner and COO, The Wagner Law Group

Eunice Spotswood
Employee Financial Benefits Manager, Ann & Robert H. Lurie Children’s Hospital of Chicago

Rod Stortenbecker
Assistant Vice President Compliance, Lincoln Financial Group

Julie Fortenbery
Chief Financial Officer, American Physiological Society

Ellen Lander
Principal, Renaissance Benefit Advisors Group

Michelle McGovern
Director, Strategic Operations, People & Culture, American College of Surgeons

Kate Tran
Senior Manager, Benefits and Total Rewards, Association for Talent Development

Erika Wagner
VP, People Operations, AVID

Kim Cochrane
Director, Client Services, HUB International MidAtlantic

Jennifer Jenkins
Regional Vice President, Tax-Exempt Markets, OneAmerica

Katuri Kaye
Shareholder, Trucker Huss, APC

Sponsors & Partners

2024 Sponsors

• Corebridge Financial
• Empower
• FlexPath Strategies
• Lincoln Financial Group
• Nationwide
• OneAmerica Financial
• Principal
• TheStandard
• TIAA
• Transmerica
• Vestwell
• Voya Financial