Preparing for the Changing Landscape of Regulations, Healthcare and Technology

2015 Annual Meeting of the Retirement Advisor Council

June 22/23/24, 2015
Charlotte, NC

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Dates and Times

Monday, June 22, 2015:

5:00PM        NASCAR Hall of Fame
6:30PM        Dinner

Tuesday, June 23, 2015:
11:00AM                 Retirement Advisor Council Board Meeting
12:00PM                 Lunch and Welcome
1:00PM-5:00PM     Annual Meeting
6:00PM                   Sponsored Dinner

Wednesday, June 24, 2015:
7:45AM                   Continental Breakfast Buffet
8:15AM-3:30PM     Annual Meeting

Venue

Wells Fargo Institutional Retirement and Trust
430 South Tryon Street
Charlotte, NC 28202

Dress Code

  • Business Casual Dress Code for pre-event and June 23 and 24th meetings

Agenda

Monday, June 22, 2015

5:00PM       NASCAR Hall of Fame (Optional)
6:30PM       Dinner

Tuesday, June 23, 2015

11:00 AM    Retirement Advisor Council Board Meeting

12:00 PM    Lunch and Welcome
                     Sponsor: Wells Fargo Asset Management
                     Marcela Curry – Wells Fargo Institutional Retirement and Trust

1:00 PM      Opening Goals & Objectives
                     Mike Gouldin – Gouldin & McCarthy
                     Member Engagement Committee Chair
                     Steven Smith – Transamerica Retirement Solutions
                     Annual Planning Meeting Committee Chair

                    Conflicts of Interest Proposed Rule
                    Introduction:  Melissa Cowan
                    Panelists:        Steve Dimitriou – Mayflower Advisors
                                              Former President - NAPA
                                              Sam Brandwein, CFP®, CIMA®– Morgan Stanley
                                              President-elect - NAPA

                    What the Proposed Rule Means for us…
                    Moderated Roundtables by College
                    Next Steps and Implications for advisor practices

3:15 PM     Refreshment Break

                    Proposed Comments to Regulators
                    Moderator:     Barbara Delaney, StoneStreet Advisors
                    Speaker:    Alan Spierer, UBS Institutional Consulting

                    Business Session
                    Board

5:00 PM      Adjourn

6:00 PM      Sponsored Dinner

June 24, 2015

7:45 AM.    Continental Breakfast Buffet

8:15 AM     The Adviser Directed HSA: Next Steps in Retirement and Health Care Consulting
                    Moderator:  Mike Gouldin – Gouldin & McCarthy
                    Speakers:     Ryan Tiernan – Access Point HSA

                    Committee Meetings – 2015 / 2016 Plans and Budgets

        • Advisor Search RFP Template
        • Finance and Standards
        • Member Engagement
        • NAPA Relationship
        • Research
        • Public Relations

10:30 AM    Refreshment Break

                     Health Savings Accounts
                     Moderator:  Marcela Curry
                     Speaker:      TBA - Wells Fargo Institutional Retirement and Trust

12:00 PM    Buffet luncheon

12:45 PM   Committee Presentations
                    Paul Mahan – Commonwealth Financial Network

                    Breakout Roundtable Sessions
                    Advisor Practice Management Topics

        • Scaling services to client size and budget
        • Marketing the practice
        • Developing associates to become next generation Advisors
        • Finding ways to add value
        • Scaling the business (staff / infrastructure)

                    BIG DATA and Employer Engagement
                    Kris Gates - MassMutual Financial Services

3:30 p.m.    Adjourn

3:30 p.m.    Transportation