2013 Annual Planning Meeting
Agenda
Agenda
May 13/14, 2013
Great-West Retirement Services
8525 East Orchard Road
Greenwood Village, CO 80013
May 13 (Monday)
1:00 PM Opening, Welcome, Goals and Objectives
Great-West Financial
Chris Cumming
Senior Vice President
Retirement Advisor Council
Eric Henon
Executive Director
Retirement Readiness Reports
Moderator: NFP 401(k) Advisors
Timothy J. Black
Director
Speaker: Great-West Financial
David McLeod
Senior Vice President, Product Management
Retirement Readiness Best Practices
Moderator: Sheridan Road Financial
Jim O’Shaughnessy AIF®, PRP®
Managing Partner
Panelists: KAF Financial Advisors, LLC
Thomas E. Hoffman AIF®, CRPS®, CFS
Positive Retirement Outcomes
Brian Dillon AIFA®, ChFC®
President and Founder
3:00 PM Refreshment Break
3:30 PM Client success case study competition
Retirement Advisor Council
Eric Henon
Executive Director
Moderators
Executive Board Members
Breakouts Groups – Open Discussion Topics
General Session - Client Success Case Study Competition Finals
Retirement Advisor Council
Eric Henon
Executive Director
5:30 PM Adjourn
6:30 PM Dinner at Del Frisco’s of Denver
May 14 (Tuesday)
7:45 AM Continental breakfast buffet
8:15 AM Legislative and Regulatory Update – NAPA Relationship Committee
Moderator: John Hancock Mutual Funds
Gene Huxhold
Senior Managing Director – DCIO
Speakers: Mayflower Advisors, LLC
Steven Dimitriou AAMS, PRP®
President-elect,
National Association of Plan Advisors
Great-West Financial
Laura Gene Miller
AVP and Counsel
UBS Institutional Consulting Group
Alan Spierer, AIF®
Chair of the NAPA Relationship committee
Advisor Search RFP
Moderator: White Oak Advisors
James Robison, AIF®
Principal
10:00 AM Refreshment Break
10:30 AM Strategic Partnerships
Moderator: MorganStanley
Patrick Rieck CRPS®, QPA, QKA, QPFC, AIF®
National Retirement Distribution Manager
Panelists: Morgan Stanley
Joe McLaughlin CRPS®, AIF®, PRP®
First VP, Corporate Client Group Director,
Senior Institutional Consultant
UBS Institutional Consulting Group
Alan Spierer, AIF®
Senior Vice President – Investments
Retirement Plans Consultant
Benchmarking Best Practices
Fiduciary Benchmarks, Inc.
Tom Kmak
CEO and Co-Founder
Financial Literacy Initiative
Moderator: Fidelity Investments
Adrian Hodge
Senior Vice President Advisor Market – Workplace Investing
Panelists: KAF Financial Advisors, LLC
Thomas E. Hoffman AIF®, CRPS®, CFS
12:15 PM Buffet luncheon
12:45 PM Executive Report – 2012 Annual Report and Current initiatives for 2012-2013
Retirement Advisor Council
Eric Henon
Executive Director
Breakout Discussions – External initiatives for 2014
Council action plan for 2013-2014 and next steps
Moderator: Retirement Advisor Council
Eric Henon
Executive Director
Panelists: Executive Board Members
3:00 PM Adjourn
