Next Chapter

Agenda

All times are in Eastern Time

May 24, 2022

10:30 am – 10:40 am
Welcome and Opening Remarks

Steve Gresham – CEO, The Execution Project

10:40 am – 11:10 am
Backstage Pass

1:1 With Rob Kapito
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.

Moderator:
Steve Gresham – CEO, The Execution Project
Speaker:
Rob Kapito – President and Co-Founder, BlackRock

11:15 am – 12:05 pm
Jam Session

Longevity and the New Journey of Retirement
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.

Moderator:
Ken Cella – Principal, Branch Development, Edward Jones
Speaker:
Ken Dychtwald – Founder and CEO, Age Wave

12:10 pm – 12:40 pm
Backstage Pass

1:1 With Ross Levin
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.

Moderator:
Steve Gresham – CEO, The Execution Project
Speaker:
Ross Levin – Founder and Shareholder, Accredited Investors

12:45 pm – 1:35 pm
Jam Session

The Future of Tech: Comprehensive Advice Platforms
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.

Moderator:
Jack Sharry – EVP, Chief Growth Officer, LifeYield
Speakers:
Michael Liersch – Head of Advice and Planning, Wells Fargo
Rose Palazzo – Group Head, Envestnet|MoneyGuide
Ainslie Simmonds – CEO, Pershing X

1:40 pm – 2:10 pm
Backstage Pass

1:1 With Burt White
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.

Moderator:
Steve Gresham – CEO, The Execution Project
Speaker:
Burt White – Chief Strategy Officer, Carson Group

2:15 pm – 3:05 pm
Jam Session

The View From Washington
1 Hour / CFP Board and I&WI CE Credits
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.

Moderator:
Wayne Chopus – CEO, Insured Retirement Institute
Speakers:
Paul Richman – Chief Government and Political Affairs Officer, Insured Retirement Institute
Jeff Strunk – Managing Partner, Forbes-Tate Partners
Kelley Williams – SVP, Forbes-Tate Partners

3:10 pm – 3:40 pm
Jam Session

A: The Fragile Decade
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.

Speaker:
Jeannie Underwood-Kotner – SVP and Head of Global Atlantic Consulting

SPONSORED BY

B: Insights from the Golden Generation
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.

Moderator:
Michael Harris – Senior Education Advisor, Alliance for Lifetime Income
Speaker:
Glen Franklin – Director of Research and Customer Insights, Jackson National

SPONSORED BY

3:45 pm – 4:15 pm
Jam Session

A: Oh Behave! Making Good Practices Great With Behavioral Science
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.

Speaker:
Kimberly Beck – Head of Marketing, iPipeline
Daniel Crosby, Ph.D. – Psychologist; Behavioral Finance Expert; Bestselling Author

B: Having the Longevity and Caregiving Conversation with Clients
Implementing longevity in your practice is an opportunity to build stronger client relationships, create loyalty with families and differentiate your offering – it’s also the right thing to do for your clients. Join this session to learn how to introduce the topic of longevity and caregiving with your clients, as well as explore resources that can act as an extension to your financial planning offering.

Speaker:
Amanda Stahl – Director, Longevity Planning, Raymond James

4:20 pm – 4:50 pm
Backstage Pass

1:1 With Tom Bradley
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.

Moderator:
Steve Gresham – CEO, The Execution Project
Speaker:
Tom Bradley – Managing Director, Schwab Advisor Services

4:50 pm – 5:00 pm
Closing Remarks

Steve Gresham – CEO, The Execution Project

May 25, 2022

9:30 am – 9:35 am
Opening Remarks

Craig Pfeiffer – President and CEO, Money Management Institute

9:35 am – 10:05 am
Backstage Pass

Smart Strategy + Focused Execution = “A Category of One”
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.

Moderator:
Jack Sharry – EVP, Chief Growth Officer, LifeYield
Speaker:
Jed Finn – COO, Wealth Management and Head of Corporate and Institutional Solutions, Morgan Stanley Wealth Management

10:10 am – 11:00 am
Jam Session

A: The Future of Wealth Management – is Here
1 Hour / CFP Board and I&WI CE Credits
“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?

Speakers:
Angie O’Leary – Head of Wealth Planning, RBC Wealth Management
Kevin Ruth – SVP, Private Wealth, Raymond James

B: Rockin’ Retirement Income
1 Hour / CFP Board and I&WI CE Credits
“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.

Moderator:
Michelle Rickter – Principal, Fiduciary Insurance Services, LLC, and Executive Director, Institutional Retirement Income Council 
Speaker:
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 

11:05 am – 11:55 am
Backstage Pass

“It’s Time to Retire” – Top Advisors Riff on THE Conversation
1 Hour / CFP Board and I&WI CE Credits
No planning stage is more complex and emotional than retirement. Two top advisors talk about key moments in the process, what they have learned counselling pre-retirees and how to think about that “next chapter”.

Moderator:
Evan Simonoff – Editor-in-Chief and Editorial Director, Financial Advisor Magazine
Speakers:
Rick Adkins – President and CEO, The Arkansas Financial Group
Dan Moisand – Principal, Moisand Fitzgerald Tamayo

12:00 pm – 12:30 pm
On the Main Stage

The World Today with Mohamed El-Erian
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.

Speakers:
Mohamed El-Erian – Chief Economic Advisor, Allianz SE
Corey Walther – President, Allianz Life Financial Services

12:35 pm – 1:05 pm
Jam Session

A: All in the Family: Meet a Three Generation Advisory Practice
The Kelly Group has been leading the way for client service and solutions for more than four decades. Now with three generations of Kellys including two Forbes Top Advisors, you can hear direct from these winners about what they are doing in these unprecedented times. Don’t miss this one! 

Moderator:
Steve Gresham – CEO, The Execution Project
Speakers:
Marybeth Kelly Emson – Senior Vice President, The Kelly Group
David Emson – Financial Planning Associate, The Kelly Group
Brian Kelly Sr. – Founder, Director, The Kelly Group
Brian Kelly Jr. – Executive Director, The Kelly Group

B: Countdown to Peak 65 – a new look at protected retirement income ideas from the Retirement Income Institute
Original research of consumers and income solutions from the Retirement Income Institute.

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

1:10 pm – 2:00 pm
Jam Session

The Retirement Playing Field is Changing!
1 Hour / CFP Board and I&WI CE Credits
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.

Speakers:
Myles McHale – Cannon Financial Institute
Larry Divers – Cannon Financial Institute
Chris Nekvinda – Cannon Financial Institute

SPONSORED BY

2:05 pm – 2:35 pm
Jam Session

Women, Wealth and Retirement: Closing the gender gap 
Women are falling behind when financially preparing for their futures, but it need not be so. Anne Ackerley, Head of BlackRock’s Retirement Group; Liz Koehler, CFA, Head of BlackRock’s Advisor Insights Team; and Carrie Schroen, Divisional Director and Co-Head of DEI for BlackRock’s US Wealth Advisory business – break down the challenges facing women as investors, how the industry can change to be more inclusive, and proven strategies to close the gap. 

Moderator:
Carrie Schroen – Divisional Director, BlackRock

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

2:40 pm – 3:30 pm
Jam Session

Financial Wellness: A Slogan in Search of a Business Plan?
Clients say nothing is more important to them than health and paying for healthcare. So why don’t more advisors and firms incorporate “wellness” into “financial” solutions? Three leading industry experts examine the topic and talk about the offering and adoption challenges.

Moderator:
Heather Kelly – SVP of Advisory Solutions and Strategic Accounts, Allianz
Speaker:
Nalika Nanayakkara – Head of Wealth and Asset Management Consulting, EY
Frank McAleer – SVP, Wealth Planning, Global Wealth Solutions, Raymond James

3:35 pm – 4:25 pm
Jam Session

CEO Game Changers
1 Hour / CFP Board and I&WI CE Credits
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.

Moderator:
Jack Sharry – EVP, Chief Growth Officer, LifeYield
Speakers:
Jasmine Jirele – CEO, Allianz Life
Jenny Johnson – CEO, Franklin Templeton

4:25 pm – 4:35 pm
Closing Remarks

Steve Gresham – CEO, The Execution Project