RECORDED LIVE | OCTOBER 13, 2021
A must watch summit for
Plan Advisors, RIAs, Broker/Dealers,
Registered Reps, Consultants
Speakers
Jesse Taylor
Vice President
RPAG
Dan Harding
CEO & Founder
WealthPRIME
Yon Perulo
Chief Executive Officer
RiXtrema
Glenn Dial
Sr. Retirement Strategist
American Century Investments
Panelists
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 Arends
CEO & Co-Founder
Intellicents
Solution Sponsors
Session Recordings
PORTFOLIO MANAGEMENT TRACK
“Retirement Plan Trends"
Presented by: American Century Investments
MARKETING TRACK
"Growing Your Practice Organically"
Presented by: RPAG
PEER-TO-PEER TRACK
"Strategies for Increasing Participant Engagement"
Sponsored by: Nest Egg Guru
Executive Panel
PRACTICE MANAGEMENT TRACK
"401k Plan Prospecting Made Easy"
Presented by: RiXtrema
RISK MANAGEMENT TRACK
"Using Smart Tech To Sell More Policies and Plans"
Presented by: WealthPRIME
PEER-TO-PEER TRACK
"The Future of Retirement Plan Advisors"
Sponsored by: Nest Egg Guru
Executive Panel
