2011 Annual Planning Meeting

Detailed Agenda

May 25/26, 2011

MassMutual Conference Center - Chicopee, MA


May 25 (Wednesday)

1:00 PM                             General session–Opening, welcome, goals and objectives



                                           Jonathan Shuman

                                           National Sales Leader, Retirement Services

                                           Washington Update

                                           Strategies to develop the voice of Retirement Advisors

                                           ASPPA – Brian Graff

   Executive Director/CEO

3:30 PM                             Refreshment Break

3:45 PM                             Prescience 2015:

                                           Expert Opinions on the Future of Retirement Plans

                                           Diversified Investment Advisors

                                           Laura White

   Vice President, Marketing

                                          Business Model Segmentation for the Retirement Plan Market

-        Managing Strategic Client Relationships

-        Enhancing point of sale success

                                           MFS Investment Management

                                           Matthew Gannon            Ryan Mullen

   Senior Vice President     Senior Managing Director

                                           Breakout discussions

6:00 PM                             Adjourn

7:00 PM                             Networking dinner

May 26 (Thursday)

7:30 AM                            Continental breakfast buffet

8:00 AM                            Business session

                                           Executive report, 2011 Annual Report, Council structure

                                           Advisor-to-advisor model: Panel discussion

                                           Professionalism in the context of specialists working with generalists


                                           Bank of America Merrill Lynch

                                           Joe Mrozek

                                           Director, National Sales Manager – Advisory Sales


                                           Morgan Stanley Smith Barney

                                           Joe McLaughlin

                                           Vice President & Wealth Advisor

                                           Bank of America Merrill Lynch

                                           Bruce Gsell

                                           Managing Director - Investments

                                           Lynch and Dietz

                                           Ed Lynch

                                           Managing Director

                                          Financial literacy initiatives: is there more to be done?

                                           John Hancock Funds

                                           Gene Huxhold

                                           Senior Managing Director

                                           Chepenik Financial

                                           Jason Chepenik

                                           Managing Partner

10:15 AM                          Refreshment Break

10:30 AM                          Discussion Roundtables

                                           Debrief – Council action items for 2011

12:15 PM                           Buffet luncheon

12:45 PM                           Plan Sponsor views of Professional Retirement Plan Advisors     

                                           Government markets: Opportunities for professional advisors

                                           The Hartford

                                           Don MacQuattie

                                           Vice President & Director


                                           Plan sponsor adoption of retirement income products – theory and practice

                                           Brightwork Partners -Ron Bush

                                           Cafaro Greenleaf LLC - Dorann Cafaro

3:15 PM                             Council action plan for 2011 and next steps

4:00 PM                             Adjourn



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