Finlocity

September 15 & 16, 2021 | Login Opens: 10:45 AM | Program: 11 AM - 2 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 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

TPAs

Plan Sponsors

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

Summit Kick-Off 

Login Open

    Attendees Login to Main Session

Retirement Planning Track

“NexGen Retirement 

Planning Tools"

5-Minute Intermission

Attendees Remain Online

Client Management Track

"Making Sense of Rule Changes 

for Clients"

5-Minute Intermission

Attendees Remain Online

PEER-TO-PEER TRACK

"Strategies for Increasing Participant Engagement"


Executive Panel

5-Minute Intermission

Attendees Remain Online

Portfolio Management Track

"Improving Retirement Portfolio Diversification"

5-Minute Intermission

Attendees Remain Online

Participant Engagement Track

"Driving Plan Contributions with Marketing Automation"

Prize Drawing

Attendees Remain Online

Day 1 Summit Adjourns

THANKS FOR JOING US TODAY. 

SEE YOU TOMORROW!

Summit Day 2

Login Open

    Attendees Login to Main Session

Account Management Track

“Paperless Retirement Account Servicing"

5-Minute Intermission

Attendees Remain Online

Risk Management Track

"Using Data & Insights for Plan Investment Selections"

5-Minute Intermission

Attendees Remain Online

PEER-TO-PEER TRACK

"Roth Conversions Revisited"


Executive Panel

5-Minute Intermission

Attendees Remain Online

Tax Management Track

"Building Tax Efficient Retirement Portfolios"

5-Minute Intermission

Attendees Remain Online

Practice Management Track

"The Future of Qualified Plans"


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.