2023 Annual Planning Meeting
THE SHOW ME STATE OF THE RETIREMENT INDUSTRY. A KANSAS CITY DISCUSSION…
on the impact of Secure 2.0 implementation on advisors, service providers, asset managers and plan sponsors
June 19 - 21, 2023
Kansas City, MO
VENUE - MEETING AGENDA - HOTEL INFORMATION - REGISTER
Meeting Planning Committee
Co-Chairs
Scott L. Schlappi CEBS®, CPFA®, AIFA® - HUB Retirement and Wealth Management
Craig Rosenthal - Fiduciary Decisionss
Members
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, 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
American Century Investments
Auditorium – Main Sessions
4400 Main Street
Kansas City, Missouri 64111
Agenda
Monday June 19, 2023
| 4:30 p.m. | Board Meeting Marriott Hotel |
| 6:00 p.m. | Pre-event dinner and experience at The College Basketball Experience (CBE), 1401 Grand Boulevard, Kansas City, MO 64106 |
Tuesday June 20, 2023
| 8:00 a.m. | Continental Breakfast |
| 8:30 a.m. | Opening Courtenay Shipley – Retirement Planology President, Retirement Advisor Council Location: Auditorium |
| 8:35 a.m. | Welcome Richard (Rick) Luchinsky Sr. Vice President, Co-Head US Intermediary Distribution American Century Investments Location: Auditorium |
| 8:45 a.m. | Goals and Objectives Meeting Planning Committee Co-Chairs: Scott L. Schlappi - HUB Retirement and Wealth Management Location: Auditorium |
| 9:00 a.m. |
Session with the Board Courtenay Shipley – Retirement Planology Location: Auditorium |
| 9:30 a.m. | Catch-up Break |
| 10:15 a.m. | Peer-to-Peer Sessions
Advisor Best Practices Brainstorming Sessions (3 groups)
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Breakout 1 – Location: Auditorium Breakout 2 – Location: Union Station Breakout 3 – Location: Crown Station |
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| 11:15 a.m. | Transition Break |
| 11:15 a.m. |
General Session - THE REFERRAL CODE Speaker:: Bret Van Bortel | Invesco Location: Auditorium |
| 12:00 p.m. | Luncheon |
| 12:30 p.m. | General Session - SECURE 2.0 Description to be announced Speakers John Utz | Utz & Lattan, LLC Location: Auditorium |
| 1:30 p.m. | Transition Break |
| 1:45 p.m. | Breakout Sessions |
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Breakout 4 – Building Trust Through Total Rewards Location: Auditorium |
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Breakout 5 – Why Small Plans Make Good Business Sense Location: Union Station |
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Breakout 6 – Navigating the Diversity of Opinions When Engaging With Prospects, Clients, and Participants Location: Crown Station |
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| 2:45 p.m. | Transition Break |
| 2:55 p.m. | Breakout Sessions |
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Breakout 7 – Retirement Income (2nd Perspective) Location: Auditorium |
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Breakout 8 – Implementing ESG Location: Union Station |
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Breakout 9 – Retirement Plan M&A Location: Crown Station |
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| 4:00 p.m. |
Financial Wellness Awards Moderator to be announced (Andy Harbour) Award Honorees to be announced Location: Auditorium |
| 4:45 p.m. | Adjourn |
| 6:00 p.m. | Dinner Reception at American Century Investments |
Wednesday June 21, 2023
| 7:30 a.m. | Continental Breakfast (1C50 and prefunction space) |
| 8:00 a.m. | Opening Day 2 Meeting Planning Committee Co-Chairs: Scott Schlappi – HUB Retirement and Wealth Management Location: Auditorium |
| 8:15 a.m. |
General Session - Government Affairs Speaker: Keith Mancini, AVP Government Affairs | Empower Description: TBD |
| 9:00 a.m. | Transition Break |
| 9:10 a.m. | Breakout Sessions |
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Breakout 10 – Litigation and Fiduciary Liability Insurance Location: Auditorium |
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Breakout 11 – Fainancial Wellness |
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| 10:10 a.m. | Transition Break |
| 10:20 a.m. |
General Session - SECURE 2.0 - A 360-perspective - Adoption and Implementation Location: Auditorium |
| 11:00 a.m. |
Closing Session: Take-aways and Next Steps Location: Auditorium |
| 11:45 p.m. | Adjourn and Transportation |
Hotel
Hotel Reservations
Kansas City Marriott Country Club Plaza
4445 Main Street
Kansas City, MO 64111
816-303-4556
Please click here to make room reservations. Book by June 6, 2023. To add additional nights please email: laura.lovisone@aimbridge.com with your confirmation number and what days you want to add.
Register
