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

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We look forward to seeing you this Fall at Gillette Stadium

Save The Date | November 2 & 3, 2017

Our Services

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!

Trump Administration And Impact On Regulations

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

Marcia Wagner
Managing Director, Wagner Law Group

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Best and Brightest RIA’s

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

Joseph Ready
Executive Vice President
Wells Fargo Retirement

New Retirement Research You Must See!

Real world feedback on building
a $1 billion practice.

David Shepherd
Co-CEO, Shepherd Kaplan, LLC

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Our Services

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!

Insights from Global Experts

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

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CEO Roundtables

Ideas for Fast Growth
from the Leaders

Eric Godes
President & COO, Daintree Advisors, LLC

Benchmark Your Practice:

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

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Our Services

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!

Trump Impact on Advisors
the Legal Perspective

Heath Miller
Principal, Shepherd Kaplan, LLC

JoanAnn Natola,
Managing Partner, Element Financial Group

Well-thy Women: Why You
Need More Female Advisors

Ed O'Brien
President and CEO, eMoney Advisors

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FinTech Revolution Continues,
What Innovations are Next

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Specifically Designed For Investment Advisors and Retirement Plan Advisors

Save the date: November 2 and 3, 2017 at Gillette Stadium, and we’ll see you this Fall!

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.

View the 2016 Conference Guide.

Message From The Conference President

230b3cbWelcome to The New England Wealth & Retirement Conference for 2017. We have an incredible line-up of speakers and panels and you will love the venue at Gillette Stadium. The home of the Patriots is a perfect place to learn about “creating a winning game plan” to drive your business forward. This year our theme moves beyond the impact of DOL regulations and covers how to use FinTech to improve engagement and grow AuA. Our panel with Ed O’Brien, Ian Sheriden and Dorann Cafaro is a must see session if you want to keep pace with the FinTech Revolution. Don’t let “technology disruptions” leave you in the past.

In addition, we have some amazing panels covering topics like: Trump Impact on Advisors the Legal Perspective, Top RIA Executives on Building a Thriving Practice, Why You Need More Female Advisors ASAP, The Advisor of the Future, Product Innovations from the Top Fund Companies and CEO’s on SRI: Social Good and Good Returns. You will meet some of the best and brightest in the industry. Our goal is simple, to provide you with tips and insights on building a thriving practice.

Finally, we mix in some fun and game strategy with Patriots legends Steve Grogan and Pete Brock covering “teamwork and winning at a high-level”. We even give away some signed posters by Brady, Gronk and Edleman!

See you soon,

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

SignUp

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.”

 

Scenes From Last Year’s Conference


 


Join Special Guest
Speaker Heather Abbott

Overcoming Adversity and “Paying It Forward”
Thursday, November 2nd

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:

1.) 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.

2.) If you are interested in improving your practice, investment strategy and learning from the best and brightest in New England

3.) If you are an established leader in the industry and want to network with the up-and-coming retirement advisors and wealth managers

4.) If you want to stay up-to-date on the latest regulations, product developments, and trends

5.) 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



2017-11-02 11:30:00
2017-11-03 15:00:00
America/New_York
New England Wealth & Retirement Conference
Inspiring The Leading Advisors, Fund Companies, And Asset Owners In The Region
Gillette Stadium, Foxborough, MA
The Warren Group
events@thewarrengroup.com

Thought Leadership Package
  • 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

Cocktail Package
  • 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

Panel Package
  • 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

Branding Package

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


Keynote Package
  • 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

Late Night Lounge Package
  • 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

Moderator Package
  • 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

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

Cost: $7,500


Dinner Guest Speaker Package
  • 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)

 

Sports Package
  • 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

Round Table Package
  • 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

 

Exhibit Package
  • 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

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

The Warren Group
280 Summer St., 8th Floor
Boston, MA 02210-1131

(617) 896-5344
newealth@thewarrengroup.com.