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.)
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!
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!
This session explores the most pressing developments facing the 401(k) industry. Topics include In-Plan Guaranteed Retirement Income, Unexpected Early Retirement Risk, and how recent market volatility and court decisions are impacting the prudent process for Target Date Fund selection and monitoring.
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?
Join Vishal and Daniel to discuss all things employee engagement in the era of holistic financial wellness in 401(k) plans.
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.
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.
Thank you, Allspring Global Investments for keeping us caffinated all day today!
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.
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.
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!
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.
You’ve heard of the convergence of health and wealth. Research shows that most employees are looking for comprehensive advice from their employers. By really understanding the challenges facing employees, we can offer benefits that get the heart of employee stress and move the needle on outcomes. Vince and Jania will share market research that helps better understand the type of information and assistance they want and how THEY prefer to work with US.
As Baby Boomer financial advisors retire, our industry will be going through an existential transition to Gen Xers and Millennials. How do we train the next generation of advisor to become successful? Come hear from two teammates, one a boomer, one a millennial, as they discuss the process of integrating next-gen advisors into enhanced client service models, strategies for multigenerational client engagement, thoughts on work-life balance and other key topics.
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.
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.
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.
Join Leah, Emily and Nicole to discuss the lack of women advisors, the Great Resignation, how to level up female employees and creating space for women on your team.
Sure – we all love a good referral… it’s quick and easy! But even the best advisors need a good ole’ fashioned business development plan outside of referrals. Jeanne will walk you through real life examples of how her firm finds cold prospects, develops a relationship, and closes the business. It’s time to take control of your pipeline!
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.
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.
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.
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.
Something for everyone! Looking for more content? 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 so much more! The exhibit hall will be buzzing with activity so join your fellow attendees in THE HIVE!
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.
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.
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.
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.
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.
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.
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.
Thank you, Putnam Investments for keeping us caffinated all day today!
What are the key service offerings that drive outcomes, retention, and profitability? How do you use that information to determine the cost of servicing clients and the required investment and structure for a top tier service team?
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.
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.
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.
With over 50M US workers lacking access to workplace savings solutions, record levels of consumer, medical, and student loan debt, and 61% of all workers living paycheck-to-paycheck, the idea of a financially resilient tomorrow seems out of reach for many today. Is our current service structure designed to combat the level of financial un-wellness plaguing American workers?
An overview of some of the questions advisors face when they provide financial wellness programs to plans and participants.
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.
Hope for the best, prepare for the worst. That’s why people save money and buy insurance. Traditional Target Date funds primarily hope for the best. But what if a Target Date Fund actually did both? Learn how Build Asset Management and Metlife are working together to help participants grow and protect their retirement nest egg.
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!
Reaching various generations is a not only a business projection it is a duty. From older investors with a high level of liquid assets to invest, to the accumulation shift and informed (but confused) younger populations, we must leave no stone unturned. Join this fast-paced conversation as we undress the financial mindsets of different generations to critically inform and create ideas that help them discover and accomplish their goals.
The Godfather. The Dark Knight. Top Gun. Toy Story. We all love a sequel! Will SECURE 2.0 improve on the original? Join Pat and Matt for a discussion on the potential impacts.
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.
Something for everyone! Looking for more content? 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 so much more! The exhibit hall will be buzzing with activity so join your fellow attendees in THE HIVE!
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.