October 13, 2021 | Login Opens: 10:45 AM | Program: 11 AM - 2:30 PM EDT

The 2nd Annual XCELLR8 Retirement & PlanTech Online Summit provides an opportunity for Retirement Planning practitioners and the firms that support them to conveniently watch presentations from subject matter experts providing valuable insights while showcasing exciting technology & investment solutions designed for the Retirement Planning and Qualified Plans marketplace.  Learn proven strategies and best practices from industry peers during the Executive Panel Discussions. Don’t miss this opportunity to stay abreast of beneficial innovations and techniques in Retirement Planning.

Register

WHO SHOULD ATTEND?

Registered Reps

Broker/Dealers

RIAs

Agents

Consultants

Solution Sponsors

Booth
Booth
Booth
Booth
Booth

Speakers

Jason Cohn

First Vice President, Retirement Plans, Raymond James

Bio

Allyson Krause

Managing Director, Retirement Plans

Trust Point

Bio

Thane Walton

AVP Retirement 

Plan Services

United Planners Financial

Bio

Taylor Hammons

Head of Retirement Planning

Kestra Financial

Bio

Katharine Earhart

Partner, Co-Founder

Fairlight Advisors


Bio

Brad Ahrends

CEO & Co Founder

Intellicents


Bio

Jesse Taylor

Vice President

RPAG

Bio

Dan Harding

Founder

WealthPRIME

Bio

Yon Perulo

Chief Executive Officer

RiXtrema

Bio

Glenn Dial

Sr. Retirement Strategist

American Century Investments

Bio

11:00 AM

11:05 AM

11:35 AM

11:40AM

12:10 PM

12:15 PM

12:45 PM

12:50 PM

1:20 PM

1:25 PM

1:55 PM

2:00 PM

2:30 PM

2:30 PM

Summit Kick-Off 

Login Open

    Attendees Login to Main Session

PORTFOLIO MANAGEMENT TRACK

“Retirement Plan Trends"

Glenn Dial, Senior Retirement Strategist

5-Minute Intermission

Attendees Remain Online

MARKETING TRACK

"Growing Your Retirement Planning Practice Organically"

Jesse Taylor, Vice President, Business Development

5-Minute Intermission

Attendees Remain Online

PEER-TO-PEER TRACK

"Strategies for Increasing Participant Engagement"

Sponsored by: Nest Egg Guru


Executive Panel

Allyson Krause, Managing Director, Retirement Plan Services, TrustPoint
Jason Cohn, First Vice President, Wealth Management, Raymond James
Thane Walton, AVP Retirement Plan Services, United Planners Financial Services

5-Minute Intermission

Attendees Remain Online

PRACTICE MANAGEMENT TRACK

"401k Plan Prospecting Made Easy"

Yon Perullo, Chief Executive Officer

5-Minute Intermission

Attendees Remain Online

RISK MANAGEMENT TRACK

"The Role of Life Insurance in 401k Plans"

Dan Harding, Founder

5-Minute Intermission

Attendees Remain Online

PEER-TO-PEER TRACK

"The Future of Retirement Plan Advisors"


Executive Panel

Taylor Hammons, Head of Retirement Plans, Kestra Financial
Katharine Earhart, Partner, Fairlight Advisors
Brad Arends, CEO & Co-Founder, Intellicents

Prize Drawing

Attendees Remain Online

Summit Adjourns

THANKS FOR JOING US TODAY. SEE YOU NEXT TIME!

Disclaimer: The Finlocity XCELLR8 Retirement & PlanTech Summit, Website pages, and all associated content are solely intended for use by financial services professionals and solution providers.  All other uses are prohibited without express written permission.