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Inspiring The Leading Advisors, Fund Companies,
And Asset Owners In The Region.

We look forward to seeing you this Fall at Gillette Stadium

Our Services

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The New England Wealth & Retirement Conference will help you formulate the best strategy and execute the perfect game plan to build your practice. The following topics will allow you to build a winning plan for 2017!

New DOL regulations and “conflict of interest” rules, what you need to know from the experts.

Marcia Wagner
Managing Director, Wagner Law Group

Trump Administration And Impact On Regulations

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Best and Brightest RIA’s

Real world feedback on building
a $1 billion practice.

David Shepherd
Co-CEO, Shepherd Kaplan, LLC

Boomers vs. Millennials, Winners and Losers,
Your opportunity in 2017.

Joseph Ready
Executive Vice President
Wells Fargo Retirement

New Retirement Research You Must See!

Our Services

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The New England Wealth & Retirement Conference will help you formulate the best strategy and execute the perfect game plan to build your practice. The following topics will allow you to build a winning plan for 2017!

Gain insights from one of the industries leading mutual fund experts on the key forces shaping the fund and retirement industry.

Avi Nachmany
Founder Strategic Insight

Insights from Global Experts

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CEO Roundtables

Meet the top RIA’s, IBD’s, and Fund Co executives.
Get the strategy and vision from the top.

Dave Caruso
CEO, Coastal Capital Group, LLC

Ideas for Fast Growth
from the Leaders

Eric Godes
President & COO, Daintree Advisors, LLC

Benchmark Your Practice:

Our Services

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The New England Wealth & Retirement Conference will help you formulate the best strategy and execute the perfect game plan to build your practice. The following topics will allow you to build a winning plan for 2017!

Heath Miller
Principal, Shepherd Kaplan, LLC

Trump Impact on Advisors
the Legal Perspective

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FinTech Revolution Continues,
What Innovations are Next

Ed O'Brien
President and CEO, eMoney Advisors

JoanAnn Natola,
Managing Partner, Element Financial Group

Well-thy Women: Why You
Need More Female Advisors

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Message From The Conference President – Fall 2018 at Gillette Stadium

230b3cbThanks for joining the New England Wealth & Retirement Conference in 2017. We presented an incredible line-up of speakers and panels and you loved the venue at Gillette Stadium last year. As promised, we will bring the conference back to Gillette for 2018!

The home of the New England Patriots is a perfect place to hold our conference again in 2018! Exact dates and details will follow. We are already planning some amazing panels covering topics like: The 2018 Legal Perspective (Less Regulation, Big Opportunities), Top RIA Executives on Building a Thriving Practice, Why You Need More Female Advisors in 2018 and Beyond, The Advisor of the Future and What to Expect by 2020, Product Innovations from the Top Fund Companies and Top RIA Execs and CEO’s on Improving Engagement to Grow AUM in the Face of Volatility.

The 2018 conference will allow you to meet some of the best and brightest in the industry from New England and across the US. Our goal for 2018  is simple, to provide you with knowledge, case studies and insights on building a thriving practice in the years to come.

As always, we will mix in some fun and “game strategy” with Patriots legends past and present covering “teamwork and winning at a high-level” and “insightful ideas around building a dominant team for the future”. As they say, the Patriots do not rebuild, they reload and win again!

See you this Fall and call or email if you have ideas for a panel or a guest speaker for 2018,

Stephen Moylan
President, New England Wealth & Retirement Conference
moylansd@gmail.com or send me a message on LinkedIn.

Specifically Designed For Investment Advisors and Retirement Plan Advisors

The New England Wealth & Retirement Conference is your can’t-miss opportunity to spend two action-packed days networking with peers, listening to coveted keynote speakers, learning about the many challenges facing the industry, and discovering one-of-a-kind solutions from leaders in advisor community. There’s something for everyone at The New England Wealth & Retirement Conference, so whether you’re a retirement advisor in the 401k space or an IRA advisor to high-net-worth individuals, this is an opportunity you don’t want to miss.

Hear What Our Attendees Have to Say

“I really enjoyed the conference, venue and the connections I made.  Hats off -nice inaugural conference.  While it will most likely grow in years to come – I enjoyed the intimacy, quality setting, and the sessions fostered great conversations in these tense times.”

“Congratulations on a successful event!  I spoke with Amy who also said it was very well done. I’ll hold November 2-3 on my calendar. We would love to participate in any way possible.”

“Great job last night — you pulled it off beautifully.  From where I sit, the initial Wealth & Retirement Conference was a tremendous success.”

Download 2017 Program Guide

Who Should Attend?
  • Members of IBDs, RIAs, and Wirehouses’
  • Leading Asset Managers, Fund Companies, and Consultants
  • Leading Retirement Plan Owners (both 401(k) and IRA)
Why Should I Attend?

Using a 360-degree perspective, The New England Wealth & Retirement Conference addresses the most significant trends and challenges facing the industry today. There are many reasons to attend, please take a few moments to review why we feel this one-of-a-kind conference is tailored perfectly for you:

  • If you manage, advise, or own more than $10 million in AUM or AUA and want to make lasting connections with leaders in the region.
  • If you are interested in improving your practice, investment strategy and learning from the best and brightest in New England
  • If you are an established leader in the industry and want to network with the up-and-coming retirement advisors and wealth managers
  • If you want to stay up-to-date on the latest regulations, product developments, and trends
  • If you’d like to earn Continuing Education Credits and stay current on new fiduciary rules that will affect your practice
Topics & Trends

When it comes to wealth management & retirement, there are endless topics to discuss and analyze, but some topics are much more pressing than others, and at The New England Wealth & Retirement Conference we will leave no stone unturned. There is something for everyone at this year’s conference, and the following hot-button issues will be included in the finalized agenda:

  • IRA vs. 401(k): Where to Focus in 2017
  • IRA vs. 401(k): Threats and Opportunities
  • IRA & 401(k): Closing the Retirement Income Gap
  • Mutual Fund Product Innovation and the Future of Funds
  • Practice Management: How to Build Your Book of Business
  • Using Technology and Social Media to Build Your Practice
  • The Best 401k Plans in New England, Learning From the Leaders
    (Example: Boston Scientific, Dunkin Brands, EMC, and Gillette Discussing “Funds, Fees, and the Future of Retirement”)
  • Investment Research and Data You Need to Know
  • The Perfect Investment Menu: Short and Sweet or Deep Line-Up?
  • Benchmarking Your Practice; Auto Enrollment, Auto Escalation, and Auto Deferral

Check back weekly for additional topics and trends

Scenes From This Year’s Conference – Nov 2017

SEE ALL THE PHOTOS

Leading Advisors & Asset Owners in the Region

Top 5 RIAs In New England

1. Shepherd Kaplan, LLC     
Boston, MA
$8.351B

2. Athena Capital Advisors     
Lincoln, MA
$5.999B

3. Ballentine Partners     
Waltham, MA
$5.990B

4. Loring, Wolcott & Coolidge Advisors, LLP     
Boston, MA
$5.801B

5. Welch & Forbes, LLC
Boston, MA
$3.948B

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Top 5 Wirehouse Affiliates in New England

1. Morgan Stanley Private Wealth Management
Boston, MA
$8.550B

2. Graystone Consulting
Boston, MA
$4.460B

3. Morgan Stanley Private Wealth Management   
Boston, MA
$3.971B

4. Morgan Stanley Wealth Management     
Norwell, MA
$2.700B

5. J.P. Morgan Securities     
Boston, MA
$2.400B

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Top 5 DC Plans In New England

1. GE Retirement Savings Plan
Fairfield, CT
2014 Assets: $27.040B  2014 Participants: 242,674

2 .United Technologies Corp. Employee Savings Plan     
Farmington, CT
2014 Assets: $21.125B  2014 Participants:  97,132

3. Raytheon Savings And Investment Plan
Waltham, MA
2014 Assets: $15.133B  2014 Participants:  87,158

4. FMR LLC Profit Sharing Plan
Boston, MA
2014 Assets: $13,251B 2014 Participants: 56,587

5. Citigroup 401K Plan
Stamford, CT
2014 Assets: $11.627B  2014 Participants: 150,629

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  • Two guest speaker positions
  • One senior company executive to participate on a panel and one as a moderator.
  • Reserved 8′ x 10′ exhibit space for conference materials
  • Four registration passes for your executives
  • Custom invitation sent to other retirement plan and wealth management experts (401k or IRA advisors)
  • Exceptional branding and logo exposure for your company before, during and after the event.
  • Attendee list preview (name, title, company, address) four weeks prior to the conference
  • Access to the full delegate list of premier advisors (with email addresses) following the event
  • Networking opportunities with the delegates during the event (custom programs available)

Cost: $25,000

  • One senior company executive to participate in a solo keynote presentation.
  • Reserved 8′ x 10′ exhibit space for conference materials
  • Two registration passes for your executives
  • Custom invitation sent to other retirement plan and wealth management experts (401k or IRA advisors)
  • Exceptional branding and logo exposure for your company before, during and after the event.
  • Attendee list preview (name, title, company, address) four weeks prior to the conference
  • Access to the full delegate list of premier advisors (with email addresses) following the event
  • Networking opportunities with the delegates during the event (custom programs available)

Cost: $25,000

  • Head table for seven guests with the guest speaker
  • Company logo on dinner menu at each place setting
  • Up to five minutes of remarks on stage to introduce the guest speaker
  • One panelist to participate in one session
  • Exhibitor package with 8′ x 10′ exhibit space
  • One (1) registration pass for your panelist
  • One (1) additional passes for a team member

Cost: $20,000 in addition to $20,000 for the guest speaker (exact pricing TBD)

  • Company logo on cocktail menu at each place setting
  • Up to five minutes of remarks on stage to invite everyone to the cocktail party with patriots guests
  • One panelist to participate in one session
  • Exhibitor package with 8′ x 10′ exhibit space
  • One (1) registration pass for your panelist
  • One (1) additional passes for a team member

Cost: $15,000

  • Company logo on cocktail at the late night lounge
  • Up to five minutes of remarks on stage to invite everyone to the Late Night Lounge  with patriots guests
  • Exhibitor package with 8′ x 10′ exhibit space
  • Two (2) registration passes included

Cost: $10,000

  • Exceptional branding and logo exposure for your company before, during and after the event
  • Sponsor 3 Patriots sports memorabilia giveaways during the conference (breakfast, lunch & dinner)

Cost: $7,500

  • One senior company executive to participate on a panel.
  • Reserved 8′ x 10′ exhibit space for conference materials
  • Two registration passes for your executives
  • Custom invitation sent to other retirement plan experts (401k or IRA advisors)
  • Exceptional branding and logo exposure for your company before, during and after the event.
  • Attendee list preview (name, title, company, address) four weeks prior to the conference
  • Access to the full delegate list of premier advisors (with email addresses) following the event
  • Networking opportunities with the delegates during the event (custom programs available)

Cost: $15,000

  • One senior company executive to participate as a moderator.
  • Reserved 8′ x 10′ exhibit space for conference materials
  • Two registration passes for your executives
  • Custom invitation sent to other retirement plan experts (401k or IRA advisors)
  • Exceptional branding and logo exposure for your company before, during and after the event.
  • Attendee list preview (name, title, company, address) four weeks prior to the conference
  • Access to the full delegate list of premier advisors (with email addresses) following the event
  • Networking opportunities with the delegates during the event (custom programs available)

Cost: $20,000

  • One senior company executive to host a round table session with five rounds. Each table has one company executive.
  • Reserved 8′ x 10′ exhibit space for conference materials
  • Six registration passes for your executives
  • Custom invitation sent to other retirement plan experts (401k or IRA advisors)
  • Attendee list preview (name, title, company, address) four weeks prior to the conference
  • Access to the full delegate list of premier advisors (with email addresses) following the event
  • Networking opportunities with the delegates during the event (custom programs available)

Cost: $17,500

Choose one: Badges, Lanyards, Coffee, Water bottles

  • Exceptional branding and logo exposure for your company before, during and after the event
  • Logos printed on the lanyards during the event
  • Logos printed on the badges during the event
  • Coffee break session with sponsor logos on napkins
  • Logos printed on the water bottles
  • One registration pass for your panelist

Cost: $7,500 per break

  • Sponsor of the stadium tour
  • Exceptional branding and logo exposure for your company before, during and after the event

Cost: $7,500

  • Reserved 8′ x 10′ exhibit space for conference materials
  • Two registration passes for your executives
  • Exceptional branding and logo exposure for your company before, during and after the event.
  • Attendee list preview (name, title, company, address) four weeks prior to the conference
  • Access to the full delegate list of premier advisors (with email addresses) following the event

Cost: $10,500

For additional information on sponsorship opportunities please contact The Warren Group at 617.896.5344 or email newealth@thewarrengroup.com.