2024 Annual Planning Meeting
Hosted by Franklin Templeton Investments
June 24 - 26, 2024
San Mateo, CA
VENUE - MEETING AGENDA - HOTEL INFORMATION
Meeting Planning Committee
Co-Chairs
Scott L. Schlappi CEBS®, CPFA®, AIFA® | HUB Retirement and Wealth Management
Craig Rosenthal | Fiduciary Decisionss
Members
Patrick Bushlack AIF®, CPFA® | The Standard
Stephen Carew AIF®, CPFA® | BGA Retirement Advisors
Colin M. Clark AIF® C(k)P®, CBFA, CPFA™ | Washington Financial Group
Michael A. Coelho C(k)P®, AIF® | SageView Advisory Group
Melissa Cowan | Special Consultant
Nicholas Cummings | OneAmerica
Glenn Dial | American Century Investments
Michael Doshier | T. Rowe Price
Kevin Eknaian CIMA®, CRPC®, C(k)P® | American Century Investments
John Erickson AIF® | The Standard
Derek Fiorenza C(k)P®, CPFA™, AIF®, PPC™, MSBA | Summit Group Retirement Planners
Tommy B. Ford C(k)P® | The Gibson Group at Morgan Stanley Wealth Management
Erin Hall MBA AIF®, C(k)P®, CPFA | Strategic Retirement Partners
C. Andrew Harbour CFP® CIMA® | Morgan Stanley Graystone Consulting Atlanta
Thomas Harty AIF® | Charles Schwab
Robert Haverstrom CFP®, AIF® | Corebridge Financial
Paula A. Hendrickson CFP®, C(K)P®, CBFA® | NFP Retirement Division
John Kutz | Franklin Templeton Investments
Matt Luksa CRPS® | First Eagle Investments
Greg Marsh AIF® | Bridgehaven Fiduciary Partners
Robert A. Massa ChFC®, CEBS®, CPFA™, AIF®, CBC | Qualified Plan Advisors
Emily Minnich CFP® | Gaertner Investment Consulting Group
Daniel J. Peluse AIF®, C(k)P®, CBFA®, CRPS® | Wintrust Wealth Management
Troy L. Redstone CFPA®, AIF®, CFEI®, CBFA® | PHD. Retirement Consulting
James D. Robison AIF®, CBFA | Strategic Retirement Partners
Peggy Santhouse | John Hancock
Timothy M. Schannep CFP® | Retirement Wealth Partners, LLC
William Schories CIMA®, AIF®, CRPS® | Invesco
Courtenay Shipley CRPS®, AIF®, CPFA™ , CEPA | Retirement Planology, Inc.
Adam Sokolic | HUB International
Venue - Hosted By:
Franklin Templeton Investments
Auditorium – Main Sessions
1 Franklin Way
San Mateo, California 94403
Agenda
Monday June 24, 2024 - All time are in Pacific Time Zone
| 2:00 p.m. | Set up |
|
4:30 p.m. |
Board Meeting |
|
5:40 p.m. |
Transportation (from Hyatt Regency) |
|
6:00 p.m. |
Pre-event TBA |
Tuesday June 25, 2024
| 8 a.m.- 5 p.m. | Meeting (Breakfast at 8 AM, Meeting starts at 8:30 AM) |
| 5:15 p.m. | Dinner Reception at Franklin Templeton Investments – Bbq pit |
Wednesday June 26, 2024
| 7:30 - 11:45 a.m. |
Meeting (Breakfast at 7:30 AM, Meeting starts at 8:00 AM) |
Hotel
Hotel Reservations
Hyatt Regency San Francisco Airport
1333 Bayshore Highway
Burlingame, CA 94010
650-347-1234
Please click here to make room reservations. Book by June 10, 2024 to receive the room block rate of $189.00 not including taxes/incidentals.
