2013 Semi-Annual Meeting
AGENDA
Monday December 9, 2013
12:00 PM Lunch and Presentation / Discussion of Study Results
The Value of a Professional Retirement Plan Advisor
John Hancock Investments
Gene Huxhold
Senior Managing Director - Investment Only Retirement Plans
Institutional Sales Group
1:15 PM Vision of the Market / Profession in 2018
Moderator: Fidelity Investments
Adrian Hodge
Senior Vice President Advisor Market – Workplace Investing
Panelists: DailyAccess Corp.
Dale Essenmacher
Executive Director, National Sales
Franklin Templeton Investments
Gary Giffen
Vice President, Senior DCIO Specialist -Investment-Only Division
Principal Financial Group
Ryan Schutty
Assistant Director, Advisor Services
Transamerica Retirement Solutions
Steve Smith
Vice President – Sales
2:00 PM Break
2:30 PM Roundtable Discussions: Strategic Implications for Your Practice Moderated by Board members
2014 Council Strategic Initiatives / Membership Changes
4:00 PM Break
4:30 PM Committee Meetings
Financial Literacy Committee
Annual Report Editorial Board / Website Design Committee
Nomination Committee
Advisor Search RFP Committee
NAPA Relationship Committee
Public Relations Committee
Annual Planning Meeting Committee
6:00 PM Dinner (Trevi’s Restaurant)
Tuesday December 10, 2013
7:30 AM Continental Breakfast
8:30 AM Roundtable Discussions: Best Practice Exchange
Moderated by Board members
Financial Wellness / Retirement Readiness
UBS Institutional Consulting Group
Alan Spierer
Senior Vice President – Investments
Retirement Plans Consultant
Corporate Services Financial Advisor
10:30 AM Break
11:00 AM Next steps – Committee reports and action plan for 2014
12:00 PM Adjourn
