PARIS LAS VEGAS
OCTOBER 16-18

Your Steering Committee

Melissa Cowan

Executive Leader. Retirement Plan Strategy, Sales, Relationship Management and Product Development

Rocke Blair

Managing Director

HUB International

Apryl Pope

CERTIFIED FINANCIAL PLANNER™

Pope Financial Planning

Janine Moore

Senior Vice President-Retirement Practice Leader

HUB Retirement & Wealth Management

Sheri Fitts

Speaker, Consultant, Creator

Sheri Fitts & Co.

Jake Rushton

Director of Sales & Managing Director

SRP Intermountain

Speakers


Jeanne Sutton

Financial Benefits Advisor

Strategic Retirement Partners


Brad Arends

Co-Founder & CEO

intellicents


Jake Rushton

Director of Sales & Managing Director

SRP Intermountain


Sam Brandwein

Institutional Consulting Director | Senior Vice President

Morgan Stanley


Jeffrey Cullen

Chief Executive Officer

Strategic Retirement Partners


Leah Sylvester

Partner | Director - Retirement Plan Services

Shepherd Financial, LLC


Apryl Pope

Partner

Retirement Plan Partners, LLP


Sam Mitchell

President and CEO

Sentinel Benefits & Financial Group


Matt Daniels

Director of Retirement Plans

Wilshire Benefits Group


Nicole Corning

Managing Partner

Buckman & Corning Financial Strategies Group


Jamie Greenleaf

General Partner / Principal

Cafaro Greenleaf


Rocke Blair

Managing Director

HUB International


Janine Moore

Senior Vice President - Retirement Practice Leader

HUB Retirement & Wealth Management


Jeffery Acheson

Chief Business Development Officer

Advanced Strategies Group


Vince Morris

President

OneDigital Retirement + Wealth


Jania Stout

Co-Founder

Fiduciary Plan Advisors- a OneDigital Company


Tina Shackman

Senior Retirement Plan Consultant

Benefit Financial Services Group


Devyn Deux

Vice President, Financial Advisor

CAPTRUST


Melissa Cowan

Executive Leader. Retirement Plan Strategy, Sales, Relationship Management and Product Development


Alex Assaley

Principal, Lead Adviser

AFS 401(k) Retirement Services


Daniel Bryant

Private Equity, Senior Advisor and Operating Partner

The Vistria Group


Emily Minnich

Senior Wealth Strategy Associate

UBS Financial Services Inc.


Joe DeNoyior

President

HUB Retirement and Wealth Management


Nicole Hinman

Senior Director of Retirement Plans

Cambridge Investment Research


Ross Marino

Founder and CEO

Transitus Wealth Partners & Advisor2X


Brett Shofner

President

Work Plan Retire


Hunter Pearl

Financial Advisor

Morgan Stanley-Graystone Consulting


Andrew Burns

Vice President

HUB International


Sheri Fitts

Speaker | Consultant | Creator

Sheri Fitts & Co.


Pete Swisher

Managing Partner/Founding President

Group Plan Systems/Waypoint Fiduciary


Jason Roberts

CEO/Managing Partner

Pension Resource Institute/Group Plan Systems


Peggy West

Owner

Benefit Plan Diagnostics


John Sullivan

Editor-in-Chief

401(k) Specialist Magazine


Lisa Kottler

Chief Growth Officer

Sallus Retirement


Theresa Conti

Executive Committee Officer

The Cerrado Group


Christian Mango

President

Financial Fitness for Life


Brian Giles

Regional Vice President – Tax Exempt Markets

OneAmerica


Glenn Dial

Senior Retirement Strategist

American Century Investments


Randy Fuss

Practice Management Consultant

Cuna Mutual Group


Bill Lloyd

MD, FACS

Transamerica


Bob Woods

National Sales Director, 401(k)

Mutual of Omaha Retirement Services


Hutch Schafer

VP, Business Development & Program Management

Nationwide


Ron Bezis

Associate Director

John Hancock Investment Management


Jonathan Young

Senior National Accounts Manager

Capital Group | American Funds


Michael Bockstie

National Sales Director

Capital Group | American Funds


John Doyle

Senior Retirement Strategist

Capital Group | American Funds


Craig Rosenthal

Head of Strategy and Chief Marketing Officer

Fiduciary Decisions


Jamie Bentley

Executive Vice President

PIMCO


Steve Sapra

Executive Vice President

PIMCO


Forrest Wilson

VP, National Sales

Ameritas Retirement Plans

Agenda

  • 1:00-4:00

Super CE Session: Retirement Plans for Small Businesses

Grab that CE! Advisors attending Wealth@wor(k) can earn 10 hours of CFP credit and 12-20 hours of state insurance credit. An exam will be administered during the session. Register for this workshop during the event registration process. (Already registered for the event and want to add this workshop to your schedule? Email Events@Advisor2X.com and we will be happy to add it for you.)

  • 4:00-5:30
  • The Salon Prive Private Room inside the Eifel Tower Restaurant at Paris

WE. Inspire. Promote. Network Private Event

All women attendees welcome, both members and non-members of WIPN! Enjoy a beautiful view overlooking the fountains while you network with your female attendee peers. Network with your fellow WIPN members, or learn more about all the benefits WIPN membership offers!

  • 5:00-7:00
  • Beer Park Rooftop Bar & Grill at Paris

Evening Reception at Beer Park Rooftop Bar & Grill

All attendees welcome! Beer Park is conveniently located inside our host hotel, Paris. Enjoy an open bar, some yummy bites, saying hello to old friends, and meeting new ones!

  • 7:30-8:30

Breakfast in the Exhibit Hall

  • 8:30-8:45

Coffee & Chat with Sponsors in the Exhibit Hall

  • 8:45-9:05
  • Ross Marino and the 2022 Wealth@wor(k) Steering Committee

Welcome and Kickoff From Your 2022 Steering Committee

  • 9:05 - 9:55
  • Glenn Dial

Retirement Trends Presented by American Century Investments

In-Plan Guaranteed Retirement Income: With the change in the law (SECURE Act), what actions should advisors take now to prepare their clients for the upcoming shift in the 401(k) landscape?

  • 10:05-10:35
  • Joe Denoyior

Earn Your Clients' Lifetime Loyalty

Your clients' trust and loyalty are essential for building a successful business. Join Joe to talk about strategies to build strong, long-term relationships with your clients.

  • 10:05-10:35
  • Daniel Bryant

Coming Soon

  • 10:05-10:35
  • Sheri Fitts

What's Your Connection Quotient?

You probably know this intuitively: your firm’s sales and marketing messages are more engaging when they appeal to emotion more than pure logic. Stories ignite our imaginations and help us empathize with the main characters and how they overcome obstacles. Learn how storytelling helps your audience remember, engage, relate and act, dissect and understand five different storytelling modalities and build brand equity that’s differentiated.

  • 10:05 - 10:35
  • Bob Woods

What Employers Want from a 401(k) Plan Professional Presented by Mutual of Omaha

Understanding what plan sponsors expect and what they truly want from their retirement plan professional can help you reduce your sales cycle and increase your retirement plan business. Learn about the tools, resources and support that can help you take advantage of this huge opportunity by exceeding plan sponsor expectations.

  • 10:40-11:10

Break in the Exhibit Hall

Thank you, Allspring Global Investments for keeping us caffinated all day today!

  • 11:15-12:05
  • Jeffrey Cullen, Jake Rushton

Turn Your Crypto Concerns into Crypto Confidence

It's been over 13 years since the blockchain was first launched, and our industry is still trying to figure out what to do with it. The recent news has been focused on allowing bitcoin inside a 401(k) plan as an investment, which has sparked some quick opinions. However, there is a much larger picture to consider. Join this session to learn more about blockchain, bitcoin, crypto and nfts so you can gain more confidence in what the future holds.

  • 11:15-12:05
  • Rocke Blair, Peggy West, Andrew Burns

Healthcare Ate My 401(k) Contributions

This presentation is a case study of a plan sponsor, Formica Corporation, and identifies what it would take to improve the health of its workforce and the benefit to employees, employer and the economy. Join Rocke and Peggy as they discuss Formica’s “demographics,” “Health Outcomes, “Health Care Consumerism,” and “Financial Matters” all in the scope of “Convergence” or the practice of optimizing employer total rewards spend in a “health, wealth & time” continuum.

  • 11:15-12:05
  • Apryl Pope, Janine Moore, Sheri Fitts

Bumps and Bruises: How An Effective Mentor Can Shorten the Timeline of Building A Practice

Growing an effective retirement practice takes hard work and a few bumps and bruises along the way. What if you could save time and potentially, avoid some pain? Join industry vet Janine Moore and rising star Apryl Pope, as they share their mentorship journey and provide valuable tips for advisors of all ages and stages. Moderated by marketing guru Sheri Fitts, this session is designed to be a high energy boost!

  • 11:15 - 12:05
  • Jamie Bentley, Steve Sapra

Personalized Target Date Funds: Building Better Outcomes for your Clients Presented by PIMCO

Plan sponsors are often confronted with a choice between target date funds and managed accounts for their QDIA. In this session, we’ll discuss the current retirement plan industry, the challenges plan sponsors face and the evolutions taking place to answer them. Finally, we will explore an option that combines the personalization of a managed account with the low cost and simplicity that has driven the success of target date funds.

  • 12:05-1:05

Lunch in the Exhibit Hall

  • 1:15-1:45pm
  • Vince Morris, Jania Stout

Coming Soon

  • 1:15-1:45
  • Sam Brandwein, Hunter Pearl

Training the Next Generation Advisor

  • 1:15-1:45
  • John Sullivan + 2022 TAPO Nominees

Target Dates in Times of Turmoil

Target date funds are generally praised for keeping people invested through market shocks, mitigating destructive participant behavior that can destroy a retirement portfolio. But as current market volatility increases, are they performing as expected, and are warning signs flashing? The 2022 401(k) Specialist Top Advisors by Participant Outcomes (TAPO) sound off on this timely topic.

  • 1:15 - 1:45
  • Coming Soon

ESG in Practice – Developing a Credible and Customizable Approach Presented by Principal

ESG is a journey, not a destination. How do you define it for yourself, your practice and for your clients? In this session, we’ll discuss how advisors can build a thoughtful ESG framework into their practice using quantitative and qualitative ESG assessments. And no matter where your clients are at with their level of ESG integration and importance, we will walk through ways it can be tailored to align with their goals.

  • 1:50-2:20
  • John Sullivan + 2022 TAPO Nominees

Is ESG DOA? The State of Environmental, Social, and Governance Investing

ESG was all the rage, garnering attention and high fund flows from those wanting to do well by doing good. But pushback has begun, driven by high inflation, volatile markets, and less than stellar performance. Where is it headed, and what do top advisors think? Join a spirited discussion with the 401(k) Specialist 2022 Top Advisors by Participant Outcomes (TAPO) on this timely subject.

  • 1:50-2:20
  • Leah Sylvester, Emily Minnich, Nicole Corning

Let’s Hear It for the Boys – How to Better Serve Your Clients and Win More Business

During this session, we will discuss the lack of women advisors, the Great Resignation, how to level up female employees and creating space for women on your team.

  • 1:50-2:20
  • Jeanne Sutton

Coming Soon

  • 1:50 - 2:20

Ready or Not: Here Comes Retirement Income! Presented by Nuveen

We increasingly see defined contribution becoming a tale of two retirement plans: one focused on savings vs. one focused on lifetime income. Join Nuveen to discuss their proprietary research showing the immediate and long terms forces propelling in-plan income, the three reasons why lifetime income is now a critical focus, how it translates Into plan design, and how to incorporate it into your value proposition.

  • 2:25-2:55
  • Lisa Kottler

Coming Soon

  • 2:25-2:55
  • Tina Shackman, Devyn Deux

Getting Back to Basics

Join a conversation with Tina and Devyn on how they are promoting financial literacy within retirement plans as the next phase of financial wellness. They will share ideas on why the advisor community is best equipped to tackle this challenge and explore opportunities to increase diversity of thought on your team.

  • 2:25 - 2:55
  • Christian Mango

How to Sell Financial Wellness Presented by Financial Fitness for Life

Create more meaningful dialogue with your clients, drive better outcomes, and remain a trusted partner to your clients. Enhance your value proposition! Grow your business! Defend your book! Incorporating financial wellness in your discussions with employers has never been more important. Employers are seeking help in meeting employees’ needs and are increasingly turning towards financial wellness solutions.

  • 2:25 - 2:55
  • Craig Rosenthal

Math that Matters - Numbers that will Help you Retain and Grow your Plan Business Presented by Fiduciary Decisions

Join Craig Rosenthal, Head of Strategy and Chief Marketing Officer at Fiduciary Decisions, for an overview of numbers that matter to you, your clients and your prospects. This fun, interesting and educational session with touch on facts about benchmarking, plan design, prospecting and more! You are guaranteed to leave with at least ONE fact that will change the way you think about your business.

  • 3:00-5:00

Attendee Activities in the Exhibit Hall

Something for everyone! Looking for more content? If you missed a session today, didn't get to ask your question, or just want to continue the conversation--chat with today's speakers at dedicated speaker tables. Is your brain too full of information? Enjoy a variety of fun things to do, from puppies to music and more!

  • 5:00-7:00

Evening Event at Chateau Rooftop

Take in panoramic views of the Las Vegas skyline beneath the iconic Eiffel Tower at Paris Las Vegas while you nosh on heavy hors d'ouevres and enjoy an open bar. Chateau Rooftop is conveniently located inside Paris.

  • 7:30-8:30

Breakfast in the Exhibit Hall

  • 8:30-8:45

Coffee & Chat with Sponsors in the Exhibit Hall

  • 8:45-8:50
  • Ross Marino

Day Two Kickoff

  • 8:50-9:10
  • John Sullivan

Reassuring Participants, Protecting Plans: The 401(k) Specialist 2022 Top Advisors by Participant Outcomes (TAPO) Ceremony

And we thought last year was tough. Inflation, oil prices, supply chain issues, and the volatility they bring make a 401k advisor’s job much harder, but this year’s group of TAPOs are handling it just fine, raising the bar for the rest of us as a result. We’ll celebrate their success and name this year’s overall 401(k) Specialist TAPO! Who will it be? The TAPO finalists take the stage with 401(k) Specialist editor John Sullivan for the exciting announcement.

  • 9:10 - 10:00
  • Christian Mango

Challenging Conventional Retirement Plan Wisdom Presented by Capital Group|American Funds

Fireside chat with three panelists from Capital Group. They will identify three areas where conventional wisdom may not align with successful plan decision-making: fees, menu construction and retirement income. In this session, we'll delve into each of these areas.

  • 10:05-10:35
  • Alex Assaley, Brett Shofner

Retirement Committee Meetings of the Future

What topics should retirement advisors really be delivering and managing with Committee's in their 401(k) & 403(b) meetings today and in the future? What are the key drivers to a successful retirement program and what do Committee members want in a partnership with their advisor? Moreover - what format, structure, and content style is conducive to effective, actionable, and successful meetings and outcomes?

  • 10:05-10:35
  • Jamie Greenleaf

Boost Your Business - Consolidated Appropriations Act (CAA) - Upping the Ante for Everyone

The CAA is 408(b)(2) in health care and putting the big "F" in Fiduciary for employers. If you work with employer sponsored retirement plans this is a "rinse and repeat" of what happened in the retirement space. Who better to help clients than those who already understand a fiduciary process? Learn how to take advantage of the opportunities to boost your business.

  • 10:05 - 10:35
  • Ron Bezis

Understanding Medicare: The Ins and Outs of Medicare Coverage Presented by John Hancock Investment Management

Learn how to plan for Medicare decisions by understanding the history of Medicare, the parts of Medicare and how they work, enrollment rules, and the costs associated with Medicare. Also discussed are Medigap plans, Medicare Advantage plans (Part C), and what you need to consider if you plan on working past 65.

  • 10:05 - 10:35
  • Forrest Wilson

The Benefits of Understanding MEPs, Pooled Plans, and Groups of Plans Presented by Ameritas

Ameritas Retirement Plans will show you what you need to know to be confident in prospecting for new business and discussing these options with existing clients. In addition to reducing many of the administrative burdens your prospects/clients can have, you can also craft custom plans to better meet their needs.

  • 10:40-11:10

Break in the Exhibit Hall

Thank you, Putnam Investments for keeping us caffinated all day today!

  • 11:15 - 12:05
  • Pete Swisher, Jason Roberts

Fiduciary Considerations of Cryptocurrency in 401(k) Plans

  • 11:15 - 12:05
  • Brad Arends, Jania Stout, Sam Mitchell

Coming Soon

  • 11:15 - 12:05
  • Jeffrey Acheson

Are You in the Plan Business or the People Business?

Differentiate your value proposition with a “Teledoc” style business model to deliver personalized financial planning services to plan participants and build lifetime relationships, ancillary revenues and avoid commoditization.

  • 11:15 - 12:05
  • Dr. Bill Lloyd

Wealth + Health: The Ultimate Wellness Prescription Presented by Transamerica

Plan sponsors are often confronted with a choice between target date funds and managed accounts for their QDIA. In this session, we’ll discuss the current retirement plan industry, the challenges plan sponsors face and the evolutions taking place to answer them. Finally, we will explore an option that combines the personalization of a managed account with the low cost and simplicity that has driven the success of target date funds.

  • 12:05-1:05

Lunch in the Exhibit Hall

  • 1:15-1:45
  • Missy Schoedel, Sasha Cibrian & Rebecca Hourihan

What It Takes to Stand Out and Beat Algorithms | Creation to Personalization

Advisor marketing is rapidly adapting. Your business is either building digital confidence or losing client trust. In this panel discussion, you will hear from marketing experts about why top advisors are investing in digital content, how you can create impactful marketing, what it takes to effectively distribute it and how to leverage automation and personalization to capture new 401(k) leads.

  • 1:15-1:45
  • Nicole Hinman

Coming Soon

  • 1:15 - 1:45

Financial Wellness Programs Under ERISA Presented by New York Life Investments

An overview of some of the questions advisors face when they provide financial wellness programs to plans and participants.

  • 1:15 - 1:45
  • Brian Giles

Retirement Plan Solutions for the Evolving Healthcare Market Segment Presented by OneAmerica

Join OneAmerica® for a discussion on the Hospital and Healthcare retirement plan market segment. This session will highlight challenges and emerging trends driving plan sponsor decisions, changing the employee education model in healthcare, structuring a retirement program to assist with recruiting and retaining top employee talent, and solving for challenges with self-directed brokerage accounts that are held-away.

  • 1:50-2:20

WE. Inspire. Promote. Network (WIPN) Presents NEW! 2022 Industry Research Results

  • 1:50-2:20
  • Melissa Cowan, Brad Arends

Coming Soon

  • 1:50 - 2:20

Coming Soon Presented by Build Asset Management

  • 1:50 - 2:20
  • Randy Fuss

Delivering a Better Retirement Plan Experience Presented by CUNA Mutual Group

Most agree that today’s plan sponsors at the smaller end of the market expect products and services once delivered to the macro market exclusively. How do you as a plan advisor stay ahead of the demand curve? This workshop will explore each of the key plan sponsor decision makers and what their unique individual “wish list” likely is, and how you can meet or exceed these expanding expectations to increase retention and win new business!

  • 2:25-2:55

Coming Soon

  • 2:25-2:55
  • Matt Daniels

Coming Soon

  • 2:25 - 2:55
  • Hutch Schafer

Decumulation – Considerations for Helping Retirees Prepare For and Live in Retirement Presented by Nationwide

Those nearing retirement will inevitably shift their goals for retirement planning as they move from accumulation to spending down their plan assets. With nearly 10,000 employees reaching retirement age every day, decumulation calls for consultation, solutions, and debate. Your role is critical in helping pre-retirees and retirees. Join industry experts to explore this market opportunity and related strategies.

  • 3:00-5:00

Attendee Activities in the Exhibit Hall

Something for everyone! Looking for more content? If you missed a session today, didn't get to ask your question, or just want to continue the conversation--chat with today's speakers at dedicated speaker tables. Is your brain too full of information? Enjoy a variety of fun things to do, from puppies to music and more!

  • 5:00-7:00

Evening Event at Hexx Kitchen

Open to all attendees. Join your colleagues inside or on the Hexx patio for heavy hors d'ouevres, an open bar and and unparalleled views of the Bellagio fountains. Hexx Kitchen is conveniently located inside Paris.

Travel

Paris Las Vegas


Discounted group rate: $179 (plus taxes/fees) available until September 8, or until the room block sells out.

Cancelation Policy: No penalty up to 72 hours prior to the arrival date.

Cancelations after the deadline will result in a cancelation penalty equivalent to one night's stay.

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