Financial Wellness at Work and in Retirement

2014-semi-annual2014 Semi-Annual Meeting of the Retirement Advisor Council

January 13/14, 2015
Westlake, TX

Register Online

Dates and Times

Monday, January 12, 2015:

5:30PM        Pre-event – Grapevine Dinner Wine Tour (Optional)

Tuesday, January 13, 2015:
9:30AM                   New Member Orientation
10:00AM                 Committee Meetings
11:00AM                 Board Meeting Working lunch
1:00PM-5:00PM     Semi-Annual Meeting
6:00PM                   Dinner
                                 Old Hickory Steakhouse
                                 Gaylord Texan Resort and Convention Center

Wednesday, January 14, 2015:
7:45AM                   Continental Breakfast Buffet
8:15AM-3:30PM     Semi-Annual Meeting

Venue

Fidelity Investments
One Destiny Way
Westlake, TX  76262
Auditorium B (Ground Floor)

Dress Code

  • Business Casual Dress Code for pre-event, January 13th  meetings and event dinner
  • Business Attire for photography on January 14th

Agenda

Monday, January 12th, 2015

5:30PM       Grapevine Dinner Wine Tour (Optional)

Tuesday, January 13th, 2015

9:30 AM      New Member Orientation

10:00 AM    Committee Meetings

11:00 AM    Board Meeting Working lunch

1:00PM        Passing of the Gavel Ceremony

                     Opening, Welcome, Goals and Objectives

                     Adrian Hodge – Fidelity Investments

                     Steven Smith – Transamerica Retirement Solutions  
                     Meeting Planning Committee Chair

                     Political Environment, Prospective Legislation, Rules and Regulations,
                     and Strategies for Investment and Retirement Planning Professionals

                     Speaker:     Bradford P. Campbell – Drinker, Biddle & Reath LLP

                     Outlining a Definition of Plan Fiduciary Conducive to Participant Success in Retirement
                     Moderator:  Alan Spierer, AIF® – UBS Institutional Consulting Group

                     Panelists:     Bradford P.  Campbell-Counsel—Drinker Biddle & Reath, LLP

                     Karen F. Prange, Vice President & Counsel-Great-West Financial

                     Robert J. Rafter, J.D., President – RJR Consulting
 

                     Refreshment Break

                     Business Session

                     Board

                     Breakout Roundtable Sessions

                     Scaling the business (staff / infrastructure)

                     Compensation of team members

                     Productivity and time management

                     Finding ways to add value

                     Participant retirement income planning services    

                     DB, Cash Balance, and NQDC plan services

5:00 p.m.    Adjourn

5:15 p.m.    Transportation to the Gaylord Texan Resort and Convention Center

6:00 p.m.    Dinner - Old Hickory Steakhouse - Gaylord Texan Resort and Convention Center

January 14, 2015

7:45 a.m.    Continental Breakfast Buffet

8:15 a.m.    Total Benefit Solutions
                   
Moderator: Mike Gouldin – Gouldin & McCarthy
                    Speaker: TBA - Compass Total Benefit Solutions

                    Retirement Income Distribution Counseling & Advice– Practical Application
                    Moderator: Michael Gouldin, AIF, CRPC – Gouldin and McCarthy, LLC
                    Panelists:    Brian D. Dillon, AIFA, ChFC—Positive Retirement Outcomes, LLC
                                         Bruce G. Lanser, CIMA, CRPS — UBS Institutional Consulting
                                         Troy Redstone, AIF – PHD. Retirement Consulting

10:00 a.m.  Refreshment Break

                    Managing and Rewarding Advisor Team Members – Discussion of Process, Fact(or)s, and Circumstances
                   
Moderator: Per Torgesen
                                         Better Sales Comp Consultants
                    Speaker TBA - Compass Total Benefit Solutions

                    Health and Wealth: Lifestyle Planning to and in Retirement: Is It Really Necessary?
                    Moderator: Barbara Delaney – StoneStreet Advisor Group
                    Speaker:      Liz Davidson – Financial Finesse

12:05 p.m.  Buffet luncheon

12:45 p.m.  Incorporating Consulting Projects in Your Practice
                     Moderator: Sean Patton, AIF

                     Breakout Roundtable Sessions (Repeated)

                     Scaling the business (staff / infrastructure)

                     Compensation of team members

                     Productivity and time management

                     Finding ways to add value

                     Participant retirement income planning services    

                     DB, Cash Balance, and NQDC plan services

2:30 p.m.    Committee Reports

3:30 p.m.    Adjourn

3:30 p.m.    Transportation

Event Networking Dinner

The event networking dinner will be at The Old Hickory Steakhouse, located at the Gaylord Texan Resort and Convention Center.

Hotel/Transportation

A block of rooms has been reserved at the Gaylord Texan Resort and Convention Center.  We will be providing a rooming list to the hotel.  Please indicate whether or not you will need a room during the registration process.

Gaylord Texan Resort & Convention Center
1501 Gaylord Trail
Grapevine, TX  76051
(817) 778-1000

Register Online

Registration deadlines for meeting:
Please register by December 23, 2014