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.
WHO SHOULD ATTEND?
Solution Sponsors
Speakers
Jason Cohn
First Vice President, Retirement Plans, Raymond James
Allyson Krause
Managing Director, Retirement Plans
Trust Point
Thane Walton
AVP Retirement
Plan Services
United Planners Financial
Taylor Hammons
Head of Retirement Planning
Kestra Financial
Katharine Earhart
Partner, Co-Founder
Fairlight Advisors
Brad Ahrends
CEO & Co Founder
Intellicents
Jesse Taylor
Vice President
RPAG
Dan Harding
Founder
WealthPRIME
Yon Perulo
Chief Executive Officer
RiXtrema
Glenn Dial
Sr. Retirement Strategist
American Century Investments
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"
5-Minute Intermission
Attendees Remain Online
MARKETING TRACK
"Growing Your Retirement Planning Practice Organically"
5-Minute Intermission
Attendees Remain Online
PEER-TO-PEER TRACK
"Strategies for Increasing Participant Engagement"
Sponsored by: Nest Egg Guru
Executive Panel
5-Minute Intermission
Attendees Remain Online
PRACTICE MANAGEMENT TRACK
"401k Plan Prospecting Made Easy"
5-Minute Intermission
Attendees Remain Online
RISK MANAGEMENT TRACK
"The Role of Life Insurance in 401k Plans"
5-Minute Intermission
Attendees Remain Online
PEER-TO-PEER TRACK
"The Future of Retirement Plan Advisors"
Executive Panel
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.
