Eric Kaleta & Bill Laplante
Mark Schug, Vice President – Private Wealth Director Private Wealth Division, Franklin Templeton Distributors, Inc.
Marah Hoffman and Courtney Martell Kimp
Christopher Barrett and Gregory Porteous..
Mark Alteri and Craig Hartigan
Stephen Moylan welcomign everyone to the conference.
Top RIA Executives on Building a Thriving Practice with Dave Caruso; Founding Chairman/Managing Director, Coastal Capital Group, Inc. Chris Provo; CEO Provo Financial, Eric Godes; COO Daintree Advisors and Skip Schweiss; Managing Director at TD Ameritrade.
Dave Caruso and Chris Provo
Keynote Guest Speaker, Michael Domingos; Vice President, Corporate Distribution and Strategy, Prudential Retirementr
Keynote Guest Speaker, Michael Domingos; Vice President, Corporate Distribution and Strategy, Prudential Retirement.
Breaking Research: Retirement Trends and Data with Joe Ready; EVP, Wells Fargo.
“Well-thy” Women; Why You Need More Female Advisors in Your Practice with 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
“Well-thy” Women; Why You Need More Female Advisors in Your Practice panel.
Lisa Smith, Kathleen Roche, Barbara Attardo and JoanAnn Natola
The Advisor of the Future: Threats and Opportunities 2018 with 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.
Patriots Legends Pete Brock and Steve Grogan
Pete Brock, Stephen Moylan and Steve Grogan
Lisa Buffington interview Heather Abbott.
Lisa Buffington, Heather Abbott, Michael Domingos and Jason Beal
Meet Plan Sponsors and Innovative Advisors with Matt Cahill; Granite Financial Partners 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.
Executive Round Table with Avi Nachmany, Mutual Fund Research Expert & Founder of Strategic Insight and panel guests Tom Warren; American Funds, Kevin Murphy; Franklin Templeton and Chris Barrett; SSgA.
The FinTech Revolution Continues with an Sheridian; Co-Founder and Managing Director, Vestigo Ventures, Ed O’Brien; CEO at eMoney, and Dorann Cafaro; Founder Greenleaf Cafaro
The FinTech Revolution Continues, Tech Innovation and Data Management in the Retirement and Wealth Managemen panel.
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
The Trump Administration, Washington DC Update, Rules and Regulations and Real World Issues Facing Advisors panel.
Meet the Thought Leaders in Socially Responsible Investing (SRI) with 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.
Meet the Thought Leaders in Socially Responsible Investing (SRI) panel.