Evolution(k) | How to WIN ERISA Business in the Post Disclosure World

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Information about Evolution(k) | How to WIN ERISA Business in the Post Disclosure World
Finance

Published on February 5, 2014

Author: ChuckHammond

Source: slideshare.net

Evolution(k) How to WIN ERISA Business in the Post Disclosure World The PREMIER Retirement Plan Workshop of 2014 Where: 15720 John J Delaney Drive Suite 300 Charlotte, 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 9:15am Chris Whitlow - Edu(k)ate – Increase Your Production with Education : Create Value using Education and get paid for it. 9:15am to 10:00am Dave 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 11:00am Mike 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 12:00pm Paul Smith – NAPLIA – 3(38) Advisor Bonding and 3(16) Consultant Bonding in Today’s OPEN MEP Marketplace 12:00pm to 1:00pm 1:00pm to 1:45pm Lunch SPONSORED by Charles Schwab - Open Discussion led by James Holland MIRA Ryan 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 10:00am Todd Jenkins – Acceleration Retirement – Synergize Your Sales & Marketing Strategy in a Changing Environment 10:00am to 10:30am Tim 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 12:00pm Round Table Discussion – ERISA a Team Sport – Winning More Business in the Post Disclosure World – Led by James Holland – MIRA LUNCH/Departure For More Information Please contact James Holland at: JamesH@miracenter.com

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