Planadviser Email Newsletter: Come join us for all of the fantastic panel discussions PLANADVISER 360 has to offer! (July 31, 2024)

2024 PLANADVISER 360

2024 PLANADVISER 360
November 10 – 13 / The Westin Kierland, Scottsdale, AZ

Introducing PLANADVISER 360, a comprehensive, interactive event that provides insights and resources to help advisers run their businesses and serve participants.

We’ve got some great sessions lined up for you, and we’ll be highlighting them weekly!

Aggregators Discuss Retirement to Wealth

An M&A practitioner will interview executives from aggregator firms about what drives the convergence of retirement and wealth—how it benefits advisers and their clients; and what the future of the industry looks like.

Joseph F. DeNoyior
President, Retirement and Private Wealth
HUB International

Rob Madore
Vice President
Marsh Berry

Craig Reid
President and National Practice Leader of Retirement and Wealth
Marsh McLennan Agency, a subsidiary of Marsh

Ken Bond
Chief Corporate Development Officer
World Insurance Associates

Emerging Leaders Workshop

Be among the first to meet our inaugural class of Emerging Leaders at PLANADVISER 360!

Invite your junior employees to join you at the conference. Workshops led by top advisers can help less-seasoned staff hone the skills they need to succeed today. At the same time, you can participate in discussions about advisory firm culture, benefits for staff, and client attraction and retention. Wednesday is a half-day dedicated to helping you get the best from your team and ramp up your business.

This session for junior staff will provide insights and exercises that, when applied, can help them excel in the current retirement plan advisory marketplace.

Jason Chepenik
Senior Vice President
OneDigital Retirement + Wealth

Kim Cochrane
Director, Client Services
HUB International

Justin Morgan
Director, Fiduciary Consulting and Advisor Solutions
American Trust Wealth

Stephen M. Welch
Vice President, Wealth Management, Financial Advisor, Corporate Retirement Director
Foote Welch Group, Morgan Stanley Wealth Management

Come join us, and your peers, as we gather to help create a stronger retirement savings system for all.

Click here to view all the exciting things we have lined up!

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