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. 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. 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