Conference Agenda

Monday, June 3

12 pm to 1 pm

Registration and lunch

1 pm to 1:10 pm

Conference Open

Emcee Liz Kaido

1:10 to 1:30 pm

Introductory Remarks: Back to the Future

Paul Neveu

1:30 to 2:15 pm

Keynote

Barry Kublin

2:15 to 2:30 pm

Break

2:30 pm to 3:15 pm

Current IRS/DOL Initiatives

Brad Campbell

3:15 pm to 3:30 pm

Break

3:30 pm to 4:15 pm

BREAKOUT SESSIONS

DB Market Updates

Vince Spina and Jason Disco

Gold Standard Plan Sponsor Review Meetings

Tom Sutton and Takisha Venable

Strategies for Employee Engagement, Rewards, and Retention

Nancy Melcher, MOR Strategy Partners

4:15 pm to 4:30 pm

Break

4:30 pm to 5:15 pm

How the HSA Can Become a Profit Center

Ryan Tiernan and Dave Ritchie

5:15 pm to 6:15 pm

Plan Sponsor Panel

Moderator: Maryann Geary

6:15 pm 

Networking Reception

7:15 pm to 9 pm

Dinner

Ralph Simone, Emergent

Tuesday, June 4

8 to 9 am

Breakfast

9 to 9:45 am

Updates on Social Security and Medicare

9:45 to 10:30 am

Regulatory Sea Change

Groom Law

10:30 pm to 10:45 am

Break

10:45 am to 11:45 am

Investment Panel

Moderator: Greg Woods

11:45 am to 1 pm

Lunch

1 to 2 pm

Advisor Panel: The Sales Process (flexible sales process)

Moderator: Donna Kramer

2:15 to 4:00 pm

Breakout Sessions

2:15 to 3:00 pm

Session 1

Retirement and Life Planning Issues

Garry Payne

CIF Offerings 

David Hand, Stephen Hand, and Ken Grant

HSA Product Offering

Hannie Spitzack and Renee House

3:15 to 4:00 pm

Session 2

METs/MEPs

Brian Nicholson and Joe Long

Participant Education: How to enhance your education program and include Financial Wellness

Melissa Varvarezis and Krystal Kirlis-Brochu

Managing Your Retirement Advisory Practice in a Changing Environment

Moderator: Brian Douglas

4 pm to 4:15 pm

Break

4:15 pm to 5:15 pm

Market Update

Ralph Acampora

6:30 pm

Dine Around with Fund Families (or dinner on your own)

Wednesday, June 5

8 to 9 am

Breakfast

9 to 10 am

Cybersecurity

Paul Neveu

10:00 am to 10:30 am

Closing Remarks and Prize Drawing

Paul Neveu

10:30 am

Conference Ends