Next Chapter Conference 2022 | Financial Advisor Magazine | 24 May 2022 | Virtual

The historic age wave is rolling into retirement and looking for help. Industry leaders and top financial advisors have been working on solutions leveraging their skills and knowledge about financial wellness, FinTech and planning tools. See what they’ve been up to and get involved in the conversations.

This event is a unique industry think tank of 40+ top executives plus experienced advisors tackling the most important issues of retirement solutions and planning.

2022 Speakers

Anne Ackerley
Managing Director, Head of BlackRock's Retirement Group

Rick Adkins
President and CEO, The Arkansas Financial Group

Kimberly Beck
Head of Marketing, iPipeline

Tom Bradley
Managing Director, Schwab Advisor Services

Ken Cella
Principal, Branch Development at Edward Jones

Wayne Chopus
President and CEO, Insured Retirement Institute

Dr. Daniel Crosby
Psychologist; Behavioral Finance Expert; Bestselling Author

Larry Divers
Executive Vice President, Subject Matter Expert, Cannon Financial Institute

Dr. Ken Dychtwald
Bestselling Author; Founder and CEO, Age Wave

Dr. Mohamed El-Erian
Chief Economic Advisor, Allianz SE

Jason Fichtner, Ph.D
Chief Economist, The Bipartisan Policy Center

Jed Finn
Head of Corporate and Institutional Solutions; Chief Operating Officer, Morgan Stanley Wealth Management

Glen Franklin
Director of Customer Research, Jackson National

Steve Gresham
CEO, The Execution Project

Michael Harris
Senior Education Advisor, Alliance for Lifetime Income

Jasmine Jirele
President and CEO, Allianz Life Insurance Company of North America

Jenny Johnson
President and CEO, Franklin Templeton

Heather Kelly
Senior Vice President of Advisory Solutions and Strategic Accounts, Allianz Life Insurance Company of North America

Elizabeth Koehler
Managing Director, Head of BlackRock Advisor Insights

Anne Lester
Education Fellow, Retirement Income Institute

Ross Levin
Founder, Accredited Investors Wealth Management

Michael Liersch
Head of Advice and Planning, Wealth & Investment Management, Wells Fargo & Company

Frank McAleer
Senior Vice President, WealthPlanning, Global Wealth Solutions, Raymond James

Myles McHale
President and Founder, Wealthcare Advisers and Consultants, LLC

Dan Moisand
Principal, Moisand Fitzgerald Tamayo, LLC

Nalika Nanayakkara
Head of Wealth and Asset Management Consulting, EY

Cheryl Nash
Chief Executive Officer, InvestCloud Financial Supermarket

Chris Nekvinda, Ph.D
Director of Global Learning, Cannon Financial Institute

Suzanne Norman
Education Fellow, Retirement Income Institute

Angie O'Leary
Head of Wealth Planning, RBC Wealth Management

Rose Palazzo
Group Head, Envestnet MoneyGuide

Craig Pfeiffer
President & CEO, Money Management Institute

Paul Richman
Chief Government and Political Affairs Officer, Insured Retirement Institute

Kevin Ruth
Senior Vice President, Raymond James Private Wealth

Jack Sharry
Executive Vice President, Chief Marketing Officer, LifeYield, LLC

Ainslie Simmonds
President, Pershing X

Evan Simonoff
Editor-in-Chief and Editorial Director, Financial Advisor Magazine

Jeff Strunk
Managing Partner, Forbes-Tate Partners

Jeannie Underwood-Kotner
Senior Vice President, Global Atlantic Consulting

Corey Walther
President of Allianz Life Financial Services, LLC

Burt White
Chief Strategy Officer, Carson Group

Kelley Williams
Senior Vice President of Government Relations, Forbes-Tate Partners

2022 Sponsors

PLATINUM:
• Allianz
• Blackrock

SILVER:
• Global Atlantic Financial Group

BRONZE:
• Investcloud
• Franklin Templeton
• Jackson

CONTENT:
• Alliance for Lifetime Income
• Cannon Financial Institute
• EY
• Insured Retirement Institute
• LifeYield