2021 Wealth@wor(k) Steering Committee Members Named

Brad Arends, Co-Founder and CEO of intellicents, named his fellow Steering Committee members today.

Joining Brad to create the agenda and speaker lineup for 2021 Wealth@work are the following:

John Clark, Advisor and Vice President of Retirement Plan Services at Heffernan Financial Services

John has been working in the corporate and non-profit retirement industry for over fifteen years. John was named one of NAPA’s “Top 50 under 40 Retirement Plan Advisers” in 2014 and 2020, was the PLANADVISER Retirement Plan Adviser Team of the Year in 2015, one of The Financial Times 401 Top Retirement Advisors in 2018 and was a 2020 Financial Times 401 Top Retirement Advisor.

Jamie Greenleaf AIF, CBFA, C(k)P, General Partner/Principal at Cafaro Greenleaf

Jamie has been working in the industry for over 25 years. She is a member of the NAPA Leadership Council, a regular speaker at industry events, and an adjunct lecturer in the Plan Sponsor University certification program for UCLA’s Anderson School of Business-Executive Education. Jamie was named to the 2020 Financial Times 401 Top Retirement Plan Advisers and the 2020 Top Women in Benefit Advising.

Erin (Morsch) Hall, MBA, AIF®, C(k)P®, CPFA, Managing Director at Strategic Retirement Partners

Erin has 20 years of experience in the retirement plan industry having worked in a variety of roles including client service, operations management, sales, sales management and 8 years ago she moved over to the advisor side of the business. She has been racking up the industry awards on lists including 2019 and 2020 NAPA Top Women Advisors, 2020 NAPA Young Guns: Top Retirement Plan Advisors Under 40, 2019 Financial Times 401 Top Retirement Advisors and 2018 and 2019 Top Retirement Plan Advisors Under 40.

Sam Mitchell, CFC, AIF®, President and CEO at Sentinel Benefits & Financial Group

In his role as CEO, Sam is responsible for the leadership of Sentinel’s four separate business units: Sentinel Benefits Group, LLC; Sentinel Pension Advisors; Sentinel Insurance Agency; and Sentinel Securities. His professional background includes consulting and administration for employee benefit plans, including retirement plans, health and welfare plans, Section 125 and other reimbursement plans, and COBRA.

Jania Stout, CPFA, Co-Founder, Fiduciary Plan Advisors

Jania brings more than 20 years of ERISA plan consulting to the table. Jania was appointed to NAPA’s Leadership Council in 2014. She is a regular speaker at the Plan Sponsor National Conference, as well as a contributor to many industry publications. Jania’s team won NAPA’s prestigious 401(k) Advisor Leadership Award in 2013, was a 2018 Investment News Woman to Watch, and has been featured in the Washington Post, 401(k) Wire and 401(k) Specialist Magazine.

The Steering Committee has begun the work to create the inaugural Wealth@wor(k) event agenda, which will consist of over sixty sessions,  four workshops and two evening events over two days in Nashville, TN.

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