Agenda
Build your agenda by selecting and signing up for sessions below.
May 24, 2022
| 10:30 AM EDT ______ | Welcome and Opening Remarks | Steve Gresham, CEO, The Execution Project | Sign up → ______ |
| 10:40 AM EDT ______ | Backstage Pass 1:1 with Rob Kapito | Steve Gresham, CEO, The Execution Project Robert Kapito, President and Co-Founder, BlackRock | Sign up → ______ |
| 11:15 AM EDT ______ | Jam Session Longevity and the New Journey of Retirement* | Ken Cella, Principal, Branch Development, Edward Jones Ken Dychtwald, Ph.D., CEO and Founder, Age Wave | Sign up → ______ |
| 12:10 PM EDT ______ | Backstage Pass 1:1 with Ross Levin | Steve Gresham, CEO, The Execution Project Ross Levin, Founder and Shareholder, Accredited Investors | Sign up → ______ |
| 12:45 PM EDT ______ | Jam Session The Future of Tech: Comprehensive Advice Platforms | Jack Sharry, EVP, Chief Growth Officer, LifeYield, LLC Michael Liersch, Head of Advice and Planning, Wells Fargo Rose Pallazzo, Group Head, Envestnet|MoneyGuide Ainslie Simmonds, President, Pershing X | Sign up → ______ |
| 1:40 PM EDT ______ | Backstage Pass 1:1 with Burt White | Steve Gresham, CEO, The Execution Project Burt White, Chief Strategy Officer, Carson Group | Sign up →_ _____ |
| 2:15 PM EDT ______ | Jam Session The View from Washington* | Wayne Chopus, President and CEO, Insured Retirement Institute Paul Richman, Chief Government and Political Affairs Officer, Insured Retirement Institute Jeff Strunk, Managing Partner, Forbes Tate Partners Kelley Williams, Senior Vice President, Forbes Tate Partners | Sign up →_ _____ |
| 3:10 PM EDT ______ | Jam Session A The Fragile Decade | Jeannie Underwood-Kotner, SVP and Head of Global Atlantic Consulting | Sign up → ______ |
| 3:10 PM EDT ______ | Jam Session B Insights from the Golden Generation | Michael Harris, Senior Education Advisor, Alliance for Lifetime Income Glen Franklin, Director of Research and Customer Insights, Jackson | Sign up → ______ |
| 3:45 PM EDT ______ | Jam Session A Oh Behave! The Growing Role of Behavioral Finance | Kimberly Beck, Head of Marketing, iPipeline Daniel Crosby, Chief Behavioral Officer, Orion | Sign up → ______ |
| 3:45 PM EDT ______ | Jam Session B Having the Longevity and Caregiving Conversation with Clients | Amanda Stahl, Director, Longevity Planning, Raymond James | Sign up → ______ |
| 4:20 PM EDT ______ | Backstage Pass 1:1 with Tom Bradley | Tom Bradley, Managing Director, Schwab Advisor Services Steve Gresham, CEO, The Execution Project | Sign up → ______ |
| 4:50 PM EDT ______ | Closing Remarks | Steve Gresham, CEO, The Execution Project | Sign up → ______ |
*1 Hour / CFP Board and I&WI CE Credits
May 25, 2022
| 9:30 AM EDT ______ | Opening Remarks | Craig Pfeiffer, President & CEO, Money Management Institute | Sign up → ______ |
| 9:35 AM EDT ______ | Backstage Pass Smart Strategy + Focused Execution = “A Category of One” | Jack Sharry, Executive Vice President, LifeYield, LLC Jed Finn, COO, Wealth Management and Head of Corporate and Institutional Solutions, Morgan Stanley Wealth Management | Sign up → ______ |
| 10:10 AM EDT ______ | Jam Session A The Future of Wealth Management – is Here* | Angie O’Leary, Head of Wealth Planning, RBC Wealth Management Kevin Ruth, Senior Vice President, Raymond James Private Wealth | Sign up → ______ |
| 10:10 AM EDT | Jam Session B Rockin’ Retirement Income* | Michelle Richter, Principal, Fiduciary Insurance Services, LLC, and Executive Director, Institutional Retirement Income Council Michael Finke, Ph.D., Professor, The American College of Financial Services Frank M. Engle, Chair of Economic Security Research, The American College of Financial Services Wade Pfau, Ph.D., Professor of Retirement Income, The American College of Financial Services | Sign up → ______ |
| 11:05 AM EDT ______ | Backstage Pass “It’s Time to Retire” – Top Advisors Riff on THE Conversation* | Evan Simonoff, Editor-in-Chief and Editorial Director, Financial Advisor Magazine Rick Adkins, President/CEO, The Arkansas Financial Group, Inc Dan Moisand, Principal, Moisand Fitzgerald Tamayo, LLC | Sign up → ______ |
| 12:00 PM EDT ______ | Main Stage The World Today with Mohamed El-Erian | Mohamed El-Erian, Chief Economic Advisor, Allianz SE Corey Walther, President, Allianz Life Financial Services, LLC | Sign up → ______ |
| 12:35 PM EDT ______ | Jam Session A All in the Family: Serving Multiple Generation Client Families with Your Family Team | Marybeth Emson, The Kelly Group Brian Kelly, Sr., The Kelly Group Brian Kelly, Jr, The Kelly Group David Emson, The Kelly Group | Sign up → ______ |
| 12:35 PM EDT ______ | Jam Session B Countdown to Peak 65 – Income Insights | Suzanne Norman, Education Fellow, Retirement Income Institute Jason Fichtner, Ph.D., Head of Retirement Income Institute Anne Lester, Education Fellow, Retirement Income Institute | Sign up → ______ |
| 1:10 PM EDT ______ | Jam Session The Retirement Playing Field is Changing!* | Larry Divers, Cannon Financial Institute Myles McHale, Cannon Financial Institute Chris Nekvinda, Cannon Financial Institute | Sign up → ______ |
| 2:05 PM EDT ______ | Jam Session Women, Wealth and Retirement: Closing the gender gap | Carrie Schroen, Divisional Director, BlackRock Anne Ackerley, Head of the Retirement Group, BlackRock Elizabeth Koehler, Head of Advisor Insights, BlackRock | Sign up → ______ |
| 2:40 PM EDT ______ | Jam Session Financial Wellness and Longevity Planning – The Latest from Industry Leaders | Heather Kelly, SVP of Advisory Solutions and Strategic Accounts, Allianz Nalika Nanayakkara, Head of Wealth and Asset Management Consulting, EY Frank McAleer, SVP, Wealth Planning, Global Wealth Solutions, Raymond James | Sign up → ______ |
| 3:35 PM EDT ______ | Jam Session CEO Game Changers* | Jack Sharry, Executive Vice President, LifeYield, LLC Jasmine Jirele, Chief Growth Officer/Incoming President and CEO, Allianz Life Jenny Johnson, President / CEO, Franklin Templeton | Sign up → ______ |
| 4:25 PM EDT ______ | Closing Remarks | Steve Gresham, CEO, The Execution Project | Sign up → ______ |
*1 Hour / CFP Board and I&WI CE Credits
