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.
WHO SHOULD ATTEND?
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.
