2011 Advisor Summit Agenda

Monday, July 25, 2011
Laker Room at Church Landing 

11:00 –1:00 pm 

Registration Opens
Chris Craft Room

1:00 –1:30 pm

Welcome and Retirement Alliance Update
Bob Blair, Founder and Chief Executive Officer, Retirement Alliance
Kim St. Pierre, President, Retirement Alliance
Alan Valenca, Chief Marketing Officer, Retirement Alliance

1:30 –2:30 pm

DC Plan Participant and Plan Sponsor
Satisfaction, Needs, and Attitudinal Research
Warren Cormier, President, Boston Research Group

This session has been approved for 1 hour of non-fi360 CE for AIF^® and AIFA^® designees.

2:30 –3:00 pm

Break

3:00 –3:45 pm

Evolution of the Defined Contribution Space
Market Trends and Evolving DC Market
Timothy D. Nihill, Vice President, iShares

3:45 -5:00 pm

How to Make the Most of Advanced Interactive Internet Technology Using Video to Better Educate Participants and Differentiate Your Business
Tony Mingo, President and Chief Executive Officer, Vwise

5:00 –6:00 pm

Break

6:00 –7:00 pm

Cocktail Reception
On the Lake

7:00 –8:30 pm

Dinner
On the Lake

8:30 –9:30 pm

Comedy Hour
Carriage House at Church Landing

9:30 –

Drinks & Socializing
Carriage House at Church Landing

Tuesday, July 26, 2011
Laker Room at Church Landing 

8:00 –9:00 am

Breakfast
Chris Craft Room

9:00 –10:00 am

Washington Update
Larry H. Goldbrum, Esq., Executive Vice President and General Counsel, The SPARK Institute and RG Wuelfing & Associates

This session has been approved for 1 hour of non-fi360 CE for AIF^® and AIFA^® designees.

10:00 –10:45 am

Benchmarking Advisor Fees and Services - Communicating Your Value Proposition
John J. Jessee, Director National Accounts, MFS Investment Management

10:45 –11:15 am

Break

11:15 –12:00 pm

Education Policy Statement: Planning for Successful Outcomes
Brian Bouchard, Regional Retirement Consultant, Thornburg Retirement Group

This session has been approved for 1 hour of CE Credits for the following designations: CFP, ChFC, CIMA, CIMC, CLU and CPA.

12:00 –1:00 pm

Lunch
On the Lake

1:00 –1:45 pm

Trends in the Retirement Plan Market - Identifying Sponsor Needs
Anders D. Smith, Senior Vice President, Retirement Specialist, Global Private Client Group, Nuveen Investments

1:45 –2:30 pm

The Brain, Choices & Retirement
Matthew Digan, East Coast Retirement Sales Manager, Legg Mason

2:30 –3:00 pm

Break

3:00 –3:45 pm

Technology: The Retirement Plan Advisor’s Tool for Survival
Gene Huxhold, Senior Managing Director, Consulting Services Group, Investment Only Retirement Plans, John Hancock Mutual Funds

3:45 –5:00 pm

An Industry Reborn: 10 Steps to Success in the NEW Financial Services Profession
Frank Maselli, President, The Frank Maselli Company, Inc.

5:00 –6:00 pm

Break

6:00 –9:30 pm

Tour Lake Winnipesaukee on the Grand Mount Washington with Dinner and Entertainment
Meredith Town Docks

9:30 –

After-Cruise Soiree - Dancing, Drinks & Snacks
Carriage House at Church Landing

8:00 –9:00 am  

Breakfast
Chris Craft Room 

9:00 –9:45 am

Target Date Funds Due Diligence & Benchmarking
Frank Ronquillo, JPMorgan Asset Management

9:45 –10:45 am

Overview of ERISA Fiduciary Responsibility and Liability and Best Practices
Marcia S. Wagner, Esq., The Wagner Law Group

This session has been approved for 1 hour of non-fi360 CE for AIF^® and AIFA^® designees.

10:45 –11:15 pm

Break

11:15 –12:00 pm

Retirement Alliance Technology Update
Brian Anderson, Rebeccah Kocak & Kim St. Pierre, Retirement Alliance

12:00 pm

Closing Remarks / Raffle / Lunch-To-Go