2017 New England Wealth & Retirement Conference Agenda
We have a terrific line up of some of the biggest names in the wealth management and retirement industries. At NEWMC, you’ll gain insight into the most significant issues in the industry, and come away with the tools to meet your toughest challenges.
Entrance E2 at the Administration Offices/Kraft Offices, near the Patriots ProShop (enter parking area near small guard shack)
One Patriot Place
Foxborough, MA 02035
Thursday, November 2, 2017
11:30 a.m. – 12:30 p.m. Welcome Box Lunch in Sponsor Lounge and signed Malcolm Butler Giveaway.
12:30 p.m. Welcome Remarks and Keynote Guest Speaker: How Tech is Driving the Industry and Big Opportunities for Advisors with Michael Domingos, Vice President, Corporate Distribution and Strategy, Prudential Retirement
1:15 p.m. – 2:00 p.m. Top RIA Executives on Building a Thriving Practice. Best Management, Best Practices and Best Ideas for Future Growth with Dave Caruso, CFP®, Coastal Capital Group, Chris Provo, CEO Provo Financial, Eric Godes, CEO Daintree Advisors and Skip Schweiss, Managing Director at TD Ameritrade
2:00 p.m. – 2:15 p.m. Coffee Break in Sponsor Lounge
2:15p.m. – 3:00 p.m. Breaking Research: Retirement Trends and Data You Need to Know (Retirement Security: An Inflection Point) with Joe Ready, EVP, Wells Fargo. Just released market data on what motivates and moves specific segments and why Boomers are thinking “retirement security”. A must see session with Joe Ready a frequent national speaker on the topic.
3:15 p.m. – 4:00 p.m. The Advisor of the Future: Threats and Opportunities 2018 covers building your brand and your business. Improving technology, engagement, analytics and optimizing for better outcomes. What can you do NOW to prepare for the future and how to grow your AuA. Who are the best advisors and how do they use social media, relationship management and investment selection as a secret weapon. Panel moderated by Mark Schug, Franklin Templeton guests include: Spencer X. Smith, Social Media Expert/Author and Joe Masterson, President, Rapid Growth Consultants and Bev Flaxington, Founder of The Collaborative and Author and Paul Mahan, VP at Commonwealth
4:00 p.m. – 5:00 p.m. “Well-thy” Women; Why You Need More Female Advisors in Your Practice. Women control $5 trillion of investable assets in the U.S. and they are taking on a more prominent role in managing their personal finances. Learn how top advisors are evolving their practices to address the unique needs of women by tailoring their approach, introducing new offerings for well-ness and healthcare, and giving women a voice at the table. Are female advisors better at the “wellness discussion” and reaching Millennials? Are they better “long-term planners”? Panel Moderator: Kathleen Roche, Managing Principal, Advisor Consulting with Barbara Attardo, Senior Wealth Strategist, Daintree Advisors, Lisa Smith, SVP Fidelity and JoanAnn Natola, Managing Partner at Element Financial Group
5:30 p.m. – 6:30 p.m. Cocktail reception with Patriots legends Pete Brock and Steve Grogan, sponsored by Franklin Templeton Investments and introduction by American Century
7:00 p.m. – 8:00 p.m. Dinner sponsored by Prudential taking place at Renaissance Patriots Place Hotel (a ten minute walk from the conference room).
8:00 p.m. – 8:45 p.m. Dinner Guest Speaker Heather Abbott: Interview by Lisa Buffington, Prudential with a local Boston inspirational speaker on overcoming adversity and getting back in the game and signed Julian Edelman giveaway. A must see dinner presentation! 9:30 p.m. Cocktails and Late Night Lounge at Renaissance Patriots Place Hotel bar, with Patriots players and big give-away sponsored by Allianz and SSgA
Friday, November 3, 2017
8:15 a.m. – 9:00 a.m. Registration and Breakfast in Sponsor Lounge, with a Tom Brady signed poster give-away at 9am.
9:00 a.m. – 9:45 a.m. Meet the Thought Leaders in Socially Responsible Investing (SRI), how they work with advisors and participants to improve participation, engagement with a focus on “responsible investing”. SRI and ESG are options today focused on aligning individual’s values with investment choices. Market trends of wealth transfer and increased interest by women and millennials to align their values with life choices is growing with significance. Learn about the latest trends and the rise of social consciousness or ethical investing. This is a bigger topic and trend than you realize! This panel will help you grow AuA.
Moderated by: Darby Hobbs, CEO/Founder, SOCIAL3. Panelists include: Lawrence Ford, CEO/Whole Advisor, Conscious Capital Wealth Management, Jason Haviland, CEO/Founder, J. Bradford Investment Management, Jeff Gitterman, Co-Founder, Gitterman Wealth, John Mannix, CEO, Baldwin Brothers Inc. and Travis Borden, Founder & President, Keene Advisors, Inc.
9:45 a.m. – 10: 45 a.m. The Trump Administration, Washington DC Update, Rules and Regulations and Real World Issues Facing Advisors with Marcia Wagner, President, Wagner Law Group, Heath Miller, ESQ., LLM, Director, Erisa Counsel, Shepherd Kaplan LLC, and James Worrell, JD, PRP, Founder, Managing Director, Northeast, Strategic Retirement Partners
10:45 a.m. – 11:00 a.m. Coffee Break in Sponsor Lounge
11:00 a.m. – 12:00 p.m. The FinTech Revolution Continues, Tech Innovation and Data Management in the Retirement and Wealth Management Space. What is next in the technology revolution? Panel Guests: Ian Sheridian, Co-Founder and Managing Director, Vestigo Ventures, Ed O’Brien, CEO at eMoney, and Dorann Cafaro, Founder Greenleaf Cafaro
12:00 p.m. – 1:00 p.m. Working Lunch in Sponsor Lounge and signed Gronk Giveaway at 1pm.
1:00 p.m. – 1:45 p.m. Executive Round Table: Biggest trends in the industry and “insight from the fund experts”. What is “the new normal” in investments, technology and distribution models. How to respond to the “new rules” and client needs as you consider your “distribution strategy”. Panel moderated by Avi Nachmany, Mutual Fund Research Expert & Founder of Strategic Insight and panel guests Tom Warren at American Funds and Kevin Murphy at Franklin Templeton and Chris Barrett at SSgA.
1:45 p.m. – 2:30 p.m. Meet Plan Sponsors and Innovative Advisors and learn how they work together with participants to improve participation, education, and engagement. Panel guests include Matt Cahill, Granite Financial Partners, Jeff Pineault, CFO of LaFrance Hospitality and special guest panelist Mark Singer, FA and Author sharing case studies from advisors and PlanSponsors on moving the entire discussion to “financial wellness”. Moderated by John Sullivan, Editor-In-Chief, 401kSpecialist.com and final Patriot giveway.
2:30 p.m. Conclusion and Stadium Tour and Photos on 50 Yard Line
Overnight Accommodations at Renaissance Boston Patriot Place Hotel – SOLD OUT
The group rate is $189 on 11/2/17.Reserve Your Room
The group rate is available until October 2, 2017. Thereafter, reservations are accepted on a space and rate availability.
Please note: Available inventory may sell out prior to cut off date.