RECORDED LIVE | OCTOBER 13, 2021

A must watch summit for 
​Plan Advisors, RIAs, Broker/Dealers, 

Registered Reps, Consultants

Booths
Speakers
Recordings

​Speakers

Jesse Taylor

Vice President

RPAG

Bio

Dan Harding

CEO & Founder

WealthPRIME

Bio

Yon Perulo

Chief Executive Officer

RiXtrema

Bio

Glenn Dial

Sr. Retirement Strategist

American Century Investments

Bio

​Panelists

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 Arends

CEO & Co-Founder

Intellicents


Bio

​Solution Sponsors

Booth
Booth
Booth
Booth
Booth

​​Session Recording​s

PORTFOLIO MANAGEMENT TRACK

“Retirement Plan Trends"

Presented by: American Century Investments

Glenn Dial, Senior Retirement Strategist
WATCH SESSION RECORDING

MARKETING TRACK

"Growing Your Practice Organically"

Presented by: RPAG

Jesse Taylor, Vice President, Business Development
WATCH SESSION RECORDING

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
WATCH SESSION RECORDING

PRACTICE MANAGEMENT TRACK

"401k Plan Prospecting Made Easy"

Presented by: RiXtrema

Yon Perullo, Chief Executive Officer
WATCH SESSION RECORDING

RISK MANAGEMENT TRACK

"Using Smart Tech To Sell More Policies and Plans"

Presented by: WealthPRIME

Dan Harding, Founder
WATCH SESSION RECORDING

PEER-TO-PEER TRACK

"The Future of Retirement Plan Advisors"

Sponsored by: Nest Egg Guru


Executive Panel

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

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.