2024 Annual Planning Meeting

Hosted by Franklin Templeton Investments

June 24 - 26, 2024
San Mateo, CA


Meeting Planning Committee


Scott L. Schlappi CEBS®, CPFA®, AIFA® | HUB Retirement and Wealth Management
Craig Rosenthal | Fiduciary Decisionss


Patrick Bushlack AIF®, CPFA® | The Standard
Stephen Carew AIF®, CPFA® | BGA Retirement Advisors
Colin M. Clark AIF® C(k)P®, CBFA, CPFA™ | Washington Financial Group
Michael A. Coelho C(k)P®, AIF® | SageView Advisory Group
Melissa Cowan | Special Consultant
Nicholas Cummings | OneAmerica
Glenn Dial | American Century Investments
Michael Doshier | T. Rowe Price
Kevin Eknaian CIMA®, CRPC®, C(k)P® | American Century Investments
John Erickson AIF® | The Standard
Derek Fiorenza C(k)P®, CPFA™, AIF®, PPC™, MSBA | Summit Group Retirement Planners
Tommy B. Ford C(k)P® | The Gibson Group at Morgan Stanley Wealth Management
Erin Hall MBA AIF®, C(k)P®, CPFA | Strategic Retirement Partners
C. Andrew Harbour CFP® CIMA® | Morgan Stanley Graystone Consulting Atlanta
Thomas Harty AIF®  | Charles Schwab
Robert Haverstrom CFP®, AIF® | Corebridge Financial
Paula A. Hendrickson CFP®, C(K)P®, CBFA® | NFP Retirement Division
John Kutz | Franklin Templeton Investments
Matt Luksa CRPS® | First Eagle Investments
Greg Marsh AIF® | Bridgehaven Fiduciary Partners
Robert A. Massa ChFC®, CEBS®, CPFA™, AIF®, CBC | Qualified Plan Advisors
Emily Minnich CFP® | Gaertner Investment Consulting Group
Daniel J. Peluse AIF®, C(k)P®, CBFA®, CRPS® | Wintrust Wealth Management
Troy L. Redstone CFPA®, AIF®, CFEI®, CBFA® | PHD. Retirement Consulting
James D. Robison AIF®, CBFA | Strategic Retirement Partners
Peggy Santhouse | John Hancock
Timothy M. Schannep CFP® | Retirement Wealth Partners, LLC
William Schories CIMA®, AIF®, CRPS® | Invesco
Courtenay Shipley CRPS®, AIF®, CPFA™ , CEPA | Retirement Planology, Inc.
Adam Sokolic | HUB International

Venue - Hosted By:

Franklin Templeton Investments
Auditorium – Main Sessions
1 Franklin Way
San Mateo, California 94403


Monday June 24, 2024 - All time are in Pacific Time Zone

2:00 p.m. Set up

4:30 p.m.

Board Meeting

5:40 p.m.

Transportation (from Hyatt Regency)

6:00 p.m.

Pre-event TBA  


Tuesday June 25, 2024

8 a.m.- 5 p.m. Meeting (Breakfast at 8 AM, Meeting starts at 8:30 AM)

5:15 p.m. Dinner Reception at Franklin Templeton Investments – Bbq pit

Wednesday June 26, 2024

7:30 - 11:45 a.m.

Meeting (Breakfast at 7:30 AM, Meeting starts at 8:00 AM)



Hotel Reservations

Hyatt Regency San Francisco Airport
1333 Bayshore Highway
Burlingame, CA  94010

Please click here to make room reservations.  Book by June 10,  2024 to receive the room block rate of $189.00 not including taxes/incidentals.

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