2nd Annual Next Chapter Rockin’ Retirement Virtual Conference

10:30 AM ET | Welcome and Opening Remarks
Steve Gresham, CEO, The Execution Project

10:40 AM ET | 1:1 with Rob Kapito
Robert Kapito, President and Director, BlackRock
Steve Gresham, CEO, The Execution Project

The co-founder of the world’s largest asset manager talks candidly about retirement, lifetime income products, the ecosystem needed to create solutions, as well as the role of sustainability and implications for the future.

*1 Hour / CFP Board and I&WI CE Credits*

Due to the convergence of five potent and unprecedented forces, we’re witnessing the birth of a new Retirement Journey with new dreams, worries, choices and planning needs. This new presentation draws from the seminal thought leadership research conducted by Age Wave in partnership with Edward Jones, Longevity and the New Journey of Retirement.

Dr. Dychtwald, the nation’s foremost authority on longevity, aging and retirement, will address the most important questions to safeguard Americans’ well-being and financial peace of mind in retirement.

- How do people’s growing awareness of their potential longevity impact their desire to work longer?
- What contributes to the misalignment of our healthspans and our wealthspans?
- What are the different expectations of aging Boomers and Xers for this new chapter in their lives?
- What has the impact of COVID-19 been on retirement?
- How do the four stages of the new retirement journey unfold and what are the goals, challenges, needs for each?
- What are the different paths retirees can take in retirement and what are their unique ambitions, attitudes, actions, and preparations?

Ken Cella, Principal, Branch Development, Edward Jones
Ken Dychtwald, Ph.D., CEO and Founder, Age Wave

Hear from an advisory icon with four decades dedicated to improving financial advice. Ross Levin founded Accredited Investors Wealth Management in 1985 and has been a thought leader for the independent advisory practice through his actions and his writings. Author of The Wealth Management Index and longtime champion of creating value for clients, hear his take on the opportunities for advisors today – as well as words of caution.

Ross Levin, Accredited Investors
Steve Gresham, CEO, The Execution Project

The race is on among top firms to develop fully integrated comprehensive advice platforms to attract and retain billions in retirement assets. Our panelists are setting the pace by developing sophisticated ecosystems that bring simplicity, speed, accuracy and improved financial outcomes for clients, advisors, and firms. Hear about their experience in rallying stakeholders to build cutting-edge, integrated and coordinated platforms, and share their views of the future of human and digital advice.

Jack Sharry, Executive Vice President, LifeYield, LLC
Michael Liersch, Head of Advice & Planning, Wells Fargo
Rose Pallazzo, Group Head, Envestnet|MoneyGuide
Ainslie Simmonds, President, Pershing

Renowned market strategist and investment pundit, Burt White has just started his next chapter as chief strategist for Carson Group. Hear his observations about the current economy, the markets and how he views the independent advisor industry. Don’t miss this one.

Burt White, Chief Strategy Officer, Carson Group
Steve Gresham, CEO, The Execution Project

Washington is the default retirement income provider for most Americans and new rules like SECURE 2.0 extend that impact across the landscape of retirement. Our panel provides clarity through the noise of a midterm election year and offers insights into where DC goes from here.

Wayne Chopus, President and Chief Executive Officer, 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

This workshop helps advisors better understand the four phases of life transition (Anticipation, Ending, Passage, and the New Normal), introduce them to the four core pillars of happiness in retirement, and to build a conversation blueprint with touch points and checklists to help clients better prepare financially and stir up exciting possibilities for the next chapter.

The Golden Generation — investors ages 50-80 and on target to retire with $250,000 or more in financial assets (or retired with that level of assets) — may be the most favored in history. A majority of this cohort have pensions, and they’ve benefitted from a long strong bull market, low inflation (until this year) and an appreciating housing market. Find out how they view the world and what matters to them, including their attitudes toward portfolio protection, financial security and inflation.

Mike Harris, Senior Education Advisor, Alliance For Lifetime Income
Glen Franklin, Director of Research and Customer Insights, Jackson

After two years of a global pandemic coupled with the looming threat of inflation, client emotions are at an all-time high. More than 7 out of 10 retirement-age investors believe rising inflation will negatively affect their retirement savings. Many say that a financial advisor’s greatest value lies in managing client emotions—to protect clients from their own worst behaviors and help them tune out the noise in order to stay focused on their goals. Join this session to learn an evidence-based approach to applying behavioral finance principles for helping your retirement clients navigate challenging markets.

Kimberly Beck, Head of Marketing, iPipeline
Daniel Crosby, Chief Behavioral Officer, Orion

4:20 PM EDT | 1:1 with Tom Bradley
Steve Gresham, CEO, The Execution Project and Tom Bradley, Managing Director, Schwab Advisor Services

Hear from this industry veteran of both the retail and institutional about what’s important, where to find success and what he sees for the industry and for advisors in the future.

4:50 PM EDT | Closing Remarks
Steve Gresham, CEO, The Execution Project

9:30 AM EDT | Opening Remarks
Craig Pfeiffer, President & CEO, Money Management Institute

9:35 AM EDT | Smart Strategy + Focused Execution = “A Category of One”
Jack Sharry, Executive Vice President, LifeYield, LLC and Jed Finn, COO, Morgan Stanley Wealth Management

The wealth management and retirement/401k businesses are converging and fast. Morgan Stanley has acquired, partnered, built, and coordinated a spectrum of product, technology, and distribution capabilities that make them a “category of one.” Learn from the COO of Wealth Management how Morgan Stanley quantifies and improves client outcomes, addresses the biggest cost investors face – taxes – and achieves clients’ holy grail: how to maximize retirement income.

“Income” is universally desired but creating it today amid low interest rates is a challenge. What do the retirement income gurus have to say now? What innovations are underway? What about bonds? This session will be feisty.

Michelle Richter, Principal, Fiduciary Insurance Services, LLC, and Executive Director, Institutional Retirement Income Council
Michael Finke, Ph.D., Professor, 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

“Wealth Management” is evolving to meet the needs of an aging clientele and its connected generations. Surveys indicate clients prioritize healthcare, protected income and liquidity. How are successful advisors delivering on these complex needs, what can all advisors do to streamline their approach and add value beyond investments?

Angie O'Leary, Head of Wealth Planning, RBC Wealth Management
Kevin Ruth, Senior Vice President, Raymond James Private Wealth

No planning stage is more complex and emotional than retirement. Two top advisors talk about key moments in the process, what they have learned counseling pre-retirees and how to think about that “next chapter”.

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

Renowned economist and market observer, Mohamed El-Erian shares his perspective about the world, the markets and the potential road ahead for the global economy.

Mohamed El-Erian, Chief Economic Advisor, Allianz Life Financial Services, LLC
Corey Walther, President, Allianz Life Financial Services, LLC

Original research of consumers and income solutions from the Retirement Income Institute.

Suzanne Norman, Education Fellow, Retirement Income Institute
Jason Fichtner, Ph.D., Head of Retirement Income Institute
Anne Lester, Education Fellow, Retirement Income Institute

Be the Advisory Team that successfully guides clients through the twist and turns as they transition into and thrive in retirement. Please join as Cannon Financial Institute's Experts share their insights in this important shift in how retirement rules will be changing and the impact to your clients’ household. Here are the Top Ten things Advisors need to know.

Larry Divers, Cannon Financial Institute
Myles McHale, Cannon Financial Institute
Chris Nekvinda, Cannon Financial Institute

More details to be announced!

Anne Ackerley, Head of the Retirement Group, BlackRock
Elizabeth Koehler, Head of Advisor Insights, BlackRock

More details to be announced!

Heather Kelly, Senior Vice President of Advisory Solutions and Strategic Accounts, Allianz Life Financial Services, LLC
Nalika Nanayakkara, Head of Wealth and Asset Management Consulting, EY
Frank McAleer, SVP – Wealth Planning, Global Wealth Solutions, Raymond James

3:35 PM EDT | CEO Game Changers
Jack Sharry, Executive Vice President, LifeYield, LLC; Jasmine Jirele, Chief Growth Officer/Incoming President and CEO, Allianz Life Financial Services, LLC and Jenny Johnson, President / Chief Executive Officer, Franklin Templeton

Record numbers of people are retiring daily, blurring the lines among wealth and asset management, annuities and insurance, and retirement plans. Technology promises to put financial advisors and firms in a position to take advantage of this convergence to benefit their clients, but only if technology is deployed with foresight and purpose, simplicity, and ease. Listen to these two visionary leaders who are changing the game by advancing holistic, tech-powered financial advice. Hear how they create vision and lead their teams to innovate, build, invest, and deploy new products, advanced financial advice technology and platforms, and set the pace for 21st century distribution strategies.

4:25 PM EDT | Closing Remarks
Steve Gresham, CEO, The Execution Project