Planning
Committee

Chair

Steve Smith

Co-Chair

Mike Gouldin

Members

Melissa Cowan
Jeff Greenberg
Bruce Gsell
Greg Hobson
Adrian Hodge
Mike Jackson
Eva Kalivas
Kathleen Kelly
Rich Luchinsky
Paul Mahan
Craig McKenna
Sean Patton

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

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