Evolution(k) | How to WIN ERISA Business in the Post Disclosure World

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Evolution(k) | How to WIN ERISA Business in the Post Disclosure World

  1. 1. Evolution(k) How to WIN ERISA Business in the Post Disclosure World The PREMIER Retirement Plan Workshop of 2014 Where: 15720 John J Delaney Drive Suite 300 Charlotte, NC 28277 When: March 3 -4
  2. 2. Monday March 3rd Agenda 8:00am to 8:30am Breakfast at Seminar site 8:30am to 8:45am Welcome/Introduction James Holland MIRA 8:45am to 9:15am Chris Whitlow - Edu(k)ate – Increase Your Production with Education : Create Value using Education and get paid for it. 9:15am to 10:00am Dave Sheetz – Putnam – The Dialogue Ahead: Empowering Advisors for The Future of Retirement 10:00am to 10:30am Ary Rosenbaum – The Rosenbaum Law firm 10:30am to 10:40am Break 10:40am to 11:00am Mike Ziccardi/KristinNovotny – Adviceware – How to Leverage technology to differentiate your practice 11:00am to 11:30am Jimmy Politto – BNY Mellon- Advisor Fee Benchmarking 11:30am to 12:00pm Paul Smith – NAPLIA – 3(38) Advisor Bonding and 3(16) Consultant Bonding in Today’s OPEN MEP Marketplace 12:00pm to 1:00pm 1:00pm to 1:45pm Lunch SPONSORED by Charles Schwab - Open Discussion led by James Holland MIRA Ryan Poterack – PCA Advisor Network – Creating Efficiency and Scalability in your practice 1:45pm to 2:30pm Jeff Feld – Alliance Pension Consultants – The Value of Making the Right Moves 2:30pm to 3:15pm Chuck Hammond – 401k Study Group – Social Media for The Busy Advisor 3:15pm to 4:00pm Chad Azara – Epic Advisors – Customizing Your Retirement Plan Offering 4:00pm to 4:45pm Ryan Mumy- Mumy Financial – Getting Results in the DOL’s New World 4:45pm to 6:00pm Cocktail Hour – SPONSORED by The 401k Study Group – Vine American Kitchen 6:00pm to ??? Dinner SPONOSRED by Tricore & Charles Schwab – Vine American Kitchen
  3. 3. Tuesday March 4th Agenda 8:00am to 8:30am Breakfast – Seminar Site 8:30am to 9:15am Anders Smith – Nuveen – Economics of Plan Profitability 9:15am to 10:00am Todd Jenkins – Acceleration Retirement – Synergize Your Sales & Marketing Strategy in a Changing Environment 10:00am to 10:30am Tim Daniels – BrightScope – Moneyball for Retirement Plan Advisors: “Incorporating Data & Analytics to Increase Sales" 10:30am to 11:00am John Jesse – MFS - Advanced K MFS Value Add Tools 11:00am to 12:00pm Round Table Discussion – ERISA a Team Sport – Winning More Business in the Post Disclosure World – Led by James Holland – MIRA LUNCH/Departure For More Information Please contact James Holland at: JamesH@miracenter.com

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