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Event Date | Mon Sep 27 EDT - Thu Sep 30 EDT (about 3 years ago) |
Location | Virtual Conference |
Region | All |
The 2021 virtual PLANADVISER National Conference was created with this duality in mind, and with the understanding that advisers face tremendous challenges as well as opportunities as the world emerges from an unprecedented modern global crisis. Advisers’ core lines of business remain critical as new client expectations come to the fore in the realms of financial wellness, retirement income, environmental activism and corporate social responsibility.
Join us for a four-day live learning event crafted specifically for retirement plan advisers and designed to meet the moment. Attendees can earn continuing education (CE) credits* while engaging with leading experts in the retirement plan industry.
Topics include, but are not limited to:
• making sense of industry consolidation;
• addressing the evolving needs of plan sponsors/participants;
• preparing the next generation of diverse industry leaders; and
• tracking the latest litigation and legislation.
2021 Speakers
Dave Alison
Founding Partner, Clarity 2 Prosperity
Tim Baldes
Principal of Investment Manager Research, Edward Jones
Shlomo Benartzi
Professor Emeritus, UCLA Anderson School of Management and Senior Academic Advisor, Voya Financial
Jamie Bentley
Executive Vice President, Retirement Sales, PIMCO
Dan Bruns
Head of Managed Solutions, Morningstar Investment Management LLC
Valerie Burns
Human Resources Director, IFP Group of Companies
Bradford P. Campbell
Partner, Faegre Drinker
Peter Campagna
Partner, Wise Rhino Group
Christopher Ceder
Retirement Strategist, Goldman Sachs Asset Management
Sasha Cibrian
Retirement Plan Marketing Manager, 401(k) Marketing
John Curry
Chief Marketing Officer, CAPTRUST
John D’Agostino
Regional Director, Pentegra
Dick Darian
Founding Partner, Wise Rhino Group
Mike De Feo
Head of Defined Contribution Sales, Allianz Life Insurance Company of North America
Michael Doshier
USI, Senior Retirement Strategist, T. Rowe Price
Matthew Eickman
National Retirement Practice Leader, Qualified Plan Advisors
Kathryn Farrell
Portfolio Specialist, T. Rowe Price
Linda Fraise
Payroll Manager, Barilla America
Matthew Gray
Assistant Vice President, Worksite and Middle Markets, Allianz Life Insurance Company of North America
Keith J. Gredys J.D.
Chairman, CEO, Kidder Advisers, Inc.
Alicia Locheed Goodrow
Partner, Culhane Meadows
Meghan Jacobson
Head of U.S. Insights, J.P. Morgan Asset Management
Brian Hanna
Partner, EVP - Retirement Plans, Everhart Advisors
Kim Hayes
Director of Corporate Relations, CFP Board
Maggie Howe
Associate, Data Analysis and Marketing, Wise Rhino Group
Sharon Kacsits
Director Human Resources - North America, COFCO International USA
Megan D. Kelley
Head of Research, Fidelity’s Center for Applied Technology (FCAT), Fidelity Investments
Justine Kim
Founder, CEO, JSK ERISA
Kevin Mahoney
Managing Director, Raymond James
John Manganaro
Managing Editor, Digital, PLANADVISER
Alison Cooke Mintzer
Publisher, ISS Media
Matthew P. Mintzer
Executive Vice President, Pentegra
Jon Nolan
Senior Research Analyst, Francis Investment Counsel
Brian O'Keefe
Vice President, Institutional Shareholder Services
Mark Olsen
Managing Director, Plan Pilot
Sean Patton
Founding Partner, Senior Consultant, Westminster Consulting
Jeffrey M. Petrone
Managing Director, SageView Advisory Group
Robert J. Rafter
President, RJR Consulting
James F. Sampson
Director, Retirement Advisory Services, Hilb Group Retirement Services
Jeri Savage
Vice President, Goldman Sachs Asset Management’s Multi-Asset Solutions Group (MAS)
Missy Schoedel
VP of Business Development, 401k Marketing
Brett Shofner
Principal, Work Plan Retire
Ryan Tiernan
Senior Relationship Manager, Capital Group | American Funds
Richard Weiss
SVP, Chief Investment Officer, Multi-Asset Strategies, Senior Portfolio Manager, American Century Investments
Linda York
Senior Vice President, Cogent
Anthony Campagna
Managing Director, Integrated Financials & Impact, ISS ESG | ISS EVA
Jania Stout
SVP Retirement & Wealth division, OneDigital Company
Keith Huber
Investment Advisor, Retirement Services, Fiduciary Plan Adviser, OneDigital Company
2021 Sponsors & Exhibitors
• ADP
• Allianz
• American Century Investment
• Capital Group | American Funds
• Fedility
• Goldman|Sachs Asset Management
• J.P. Morgan
• Morningstar
• Pentegra
• PIMCO
• T.Rowe Price
• Vanguard
• Voya Financial