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Evolution(k)How to WIN ERISA Business in the Post Disclosure World
The PREMIERRetirement Plan
Workshop of 2014
Where: 15720 John J Delaney Drive Suite 300Charlotte, NC 28277
When: March 3 -4
Monday March 3rd Agenda
8:00am to 8:30am Breakfast at Seminar site
8:30am to 8:45am Welcome/Introduction James Holland MIRA
8:45am to 9:15amChris Whitlow - Edu(k)ate – Increase Your Production with Education : Create Value using Education and get paid for it.
9:15am to 10:00amDave Sheetz – Putnam – The Dialogue Ahead: Empowering Advisors for The Future of Retirement
10:00am to 10:30am Ary Rosenbaum – The Rosenbaum Law firm
10:30am to 10:40am Break
10:40am to 11:00amMike Ziccardi/KristinNovotny – Adviceware – How to Leverage technology to differentiate your practice
11:00am to 11:30am Jimmy Politto – BNY Mellon- Advisor Fee Benchmarking
11:30am to 12:00pmPaul Smith – NAPLIA – 3(38) Advisor Bonding and 3(16) Consultant Bonding in Today’s OPEN MEP Marketplace
12:00pm to 1:00pmLunch SPONSORED by Charles Schwab - Open Discussion led by James Holland MIRA
1:00pm to 1:45pmRyan Poterack – PCA Advisor Network – Creating Efficiency and Scalability in your practice
1:45pm to 2:30pm Jeff Feld – Alliance Pension Consultants – The Value of Making the Right Moves
2:30pm to 3:15pm Chuck Hammond – 401k Study Group – Social Media for The Busy Advisor
3:15pm to 4:00pm Chad Azara – Epic Advisors – Customizing Your Retirement Plan Offering
4:00pm to 4:45pm Ryan Mumy- Mumy Financial – Getting Results in the DOL’s New World
4:45pm to 6:00pm Cocktail Hour – SPONSORED by The 401k Study Group – Vine American Kitchen
6:00pm to ??? Dinner SPONOSRED by Tricore & Charles Schwab – Vine American Kitchen
Tuesday March 4th Agenda
8:00am to 8:30am Breakfast – Seminar Site
8:30am to 9:15am Anders Smith – Nuveen – Economics of Plan Profitability
9:15am to 10:00amTodd Jenkins – Acceleration Retirement – Synergize Your Sales & Marketing Strategy in a Changing Environment
10:00am to 10:30amTim Daniels – BrightScope – Moneyball for Retirement Plan Advisors: “Incorporating Data & Analytics to Increase Sales"
10:30am to 11:00am John Jesse – MFS - Advanced K MFS Value Add Tools
11:00am to 12:00pmRound Table Discussion – ERISA a Team Sport – Winning More Business in the Post Disclosure World – Led by James Holland – MIRALUNCH/Departure
For More Information Please contact James Holland at: [email protected]
