NAPA Non Qualified Plan Advisor Conference 2021 | National Association Of Plan Advisors - NAPA | 24 October 2021 | Gaylord Texan Resort & Convention Center, 1501 Gaylord Trail, Grapevine, TX 76051, USA

If you are a retirement plan, wealth management or employee benefits advisor looking to enhance and differentiate your value proposition in a post-COVID world, this conference is for you! You will have the opportunity to broaden your knowledge, deepen your consulting acumen, and learn how to expand your revenue sources with traditional nonqualified deferred compensation plans, supplemental executive retirement plans (SERPs) and various other incentive compensation and golden handcuff plans and planning. Learn from the industry’s top subject matter experts, practitioners and service providers how to better serve your clients and help find new ones while giving you the opportunity to add five to six figures of new revenue to your practice.

Whether attending the conference for the first time or as a returning participant, this year’s track-based content will bring something of value to all experience levels. There will be the traditional track exploring; prospecting, sales, plan design, funding, basic rules and regulations and evaluating service providers and, in addition, a new advanced track focused on SERPs, golden handcuffs, SARs, phantom stock and split dollar insurance plans enhanced by recent changes to IRC §7702.

Participating in this in-person reunion of motivated and focused advisors is a sure path to a significant ROI on the time and expense involved for those who attend. Plan sponsors and participants have questions and planning needs like never before, especially in the face of likely increase to income tax rates for both companies and individuals. Now is your opportunity to position yourself as a go-to resource for nonqualified expertise and solutions.

2021 Speakers

Jeff Acheson CPWA®, CFP®, CPFA, AIF®, CEPA®
Certified Private Wealth Advisor, Advanced Strategies Group

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

Tony Greene
SVP, Business Development, NFP

David Mohr
Head of COLI Sales & Distribution, Mass Mutual

Blaine Laverick
Regional RVP- Nonqualified Plans, Principal

Gracie Kollar
Retirement Product and Strategy, Broadridge

Trisha Morrison
COO, Pangburn Group

Jamie Bosley
Sr. Vice President Sales, Retirement, Prudential

Preson Fulco
Sr., Consultant, Pangburn Group

Nicole Corning
Partner, Managing Partner, Fundamental Choice Portfolio Manager, Buckman & Corning Financial Strategies Group

Corby Dall
Retirement Plan Consultant, OneDigital

Mike Brennan
COLI Field Director, New York Life

Rhonda Miller
SVP NQ Consulting, Prudential

Sean Kelly
National Accounts Director, Broadridge

Phil Currie
Practice Leader, Nonqualified Plans, OneDigital

Nancy MacDonald
COLI Field Director, New York Life

Brandon Martineson
MBA, CAPTRUST

Brooke Benoit
Sr. Client Relationship Manger, Pangburn Group

Shawn Besser
VP NQ Practice Regional Consultant, Prudential

Rob Kaufman
Director, Plan Compliance & Technical Services, Prudential

Brad Hernandez
Sales Lead, Mass Mutual

Dan Harty
Regional RVP- Nonqualified Plans, Principal

Kurt Snyder
VP, Business Development, NFP

2021 Sponsors

PLATINUM CONFERENCE SPONSOR:
• Principal

CONFERENCE SPONSORS:
• Broadrigge
• Cuna Mutual Group
• Mass Mutual
• New York Life
• NFP
• The Pangburn Group
• Prudential