2026 Semi-Annual Meeting

VENUE - MEETING AGENDA - HOTEL INFORMATION - MEETING PLANNING COMMITTEE

From Upheaval to Vision: the Future of the Retirement Plans Business from the New South

Welcome to Atlanta—where movements gain momentum. As the world’s busiest airport pulses with global energy, this city bursts with revolutionary ideas, forms of artistic protest, uneasy connections, and transformation. For Retirement Plan Advisors, Atlanta is a powerful metaphor: a place where strategy takes flight and bold vision is shaped. Like the vibrant street art that redefines the cityscape, the future of retirement is being reimagined—shaped by those bold enough to chart new courses in the age of AI and Blockchain.

Hosted by Invesco in Atlanta, GA

VENUE

Invesco
1331 Spring St NW
Atlanta, GA 30309

AGENDA

Wednesday, January 21, 2026

10:00 a.m. - 1:00 p.m.	Board Meeting Location: TBA
2:00 - 5:00 p.m.	Annual Planning Meeting
5:30 p.m.	Transportation to Pre-event
6:00 - 8:30 p.m.	Networking Event TBA

Thursday, January 22, 2026

8:00 a.m.	Continental Breakfast
8:25 a.m. - 5:15 p.m.	Annual Planning Meeting
5:15 p.m.	Hors d’oeuvres and Cocktail Hour at Invesco

HOTEL

Hotel Reservations

Kimpton Shane Atlanta1340 W Peachtree Street NW
Atlanta, GA  30309
$195 per night not including taxes and incidentals

Please click here for room reservations

MEETING PLANNING COMMITTEE

Co-Chairs

Craig Rosenthal Chief Marketing Officer | Fiduciary Decisions
Scott L. Schlappi CEBS^®, CPFA™, AIFA^® Senior Vice President, Retirement Plan Services | Wealth Plan Advisors - a division of HUB International

MEMBERS

Julie Braun CRPS^® QPFC^® | Morgan Stanley Graystone Consulting
Patrick Bushlack AIF^®, CPFA^® | The Standard
Esti Buskin | Nuveen
Melissa Cowan | Cowan Consulting
Nicole Corning, CFP®, CRPC®, AIF® | Pathlight Advisors
Nicholas Cummings | OneAmerica
Glenn Dial | American Century Investments
Michael G. Doshier | T. Rowe Price
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 | Charles Schwab & Co., Inc.
Robert Haverstrom AIF^®, C(k)P^® | Corebridge Financial
Matthew J. Haywood AIF®, CPFA® | Krilogy
Paula A. Hendrickson CFP^®, C(K)P^®, CBFA^® | NFP Retirement Division
Greg Hobson CFP^®, AIF^® | Greenspring Wealth Management, Inc.
John Kinsley | John Hancock
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
Daniella Moiseyev Head of Content Strategy | Principal Financial Group
Daniel J. Peluse AIF^®, C(k)P^®, CBFA^®, CRPS^® | Wintrust Wealth Management
Troy L. Redstone CFPA^®, AIF^®, CFEI^®, CBFA^® | PHD. Retirement Consulting
Kevin Ross | Fidelity Investments
Peggy Santhouse Special Consultant
Matthew Savage | Morningstar Retirement
Timothy M. Schannep CFP^® | Retirement Wealth Partners, LLC
Renee Scherzer | OneDigital
William Schories AIF^®, CIMA^®, CRPS^® | Invesco
Ryan Schutty | Principal Asset Management
Geoff White | GRP Financial