2019 PLANADVISER National Conference
Join us at the PLANADVISER National Conference
September 16–18, 2019, JW Marriott Grande Lakes, Orlando
With an agenda designed completely by a committee featuring past PLANSPONSOR Retirement Plan Advisers of the Year—plus input from leaders at national adviser aggregators, who know exactly what the best retirement plan advisers want and need—you are sure to return to your firm able to tackle whatever your practice needs done this year.
Alison Cooke Mintzer, together with her advisory committee members, are building a provocative and compelling agenda to ensure every 2019 PANC attendee is energized, engaged and inspired! We’re also planning some exciting surprises and more opportunities than ever to share your value, and let you connect one-to-one with your peers.
Supporting Advisory Partners:
- Cammack Retirement Group
- CAPTRUST
- Cetera
- GRP Advisor Alliance
- HUB Financial
- Independent Financial Group
- Lockton Companies
- LPL Financial
- Montgomery Retirement Plan Advisors
- Morgan Stanley
- Pensionmark
- Resources Investment Advisors
- SageView Advisory Group
- UBS
Join us September 16–18 in Orlando for “Contagious Ideas” at PANC 2019!
Begins in...
NEW! Super CE Session at PANC
John Hancock is pleased to work with PLANADVISER to extend you a Super CE Session on Small Business Retirement plans at the end of the 2019 PLANADVISER National Conference. Join John Hancock, after the closing buffet, on Wednesday, September 16th from 12:30 p.m. to 1:30 p.m. for the Super CE session followed by the exam at 1:30 p.m.
(Please note, registration is reserved for Advisors only and seating is limited so register early! The course will provide credits toward State insurance CE credits, CFP, IMCA, CPE, CPFA,CRPS, CRPC, CLU and CHFC. Depending upon state, you can earn up to 21 CE credits. Click here to view the credits per state.)
You must register no later than 2:00pm (Eastern Time) on or before September 16th, 2019
If your registration is not received by the cutoff date you will not be permitted to take the exam onsite (“walk-in”)
Once registration is complete, you will be redirected to download your study material and effectively complete the required minimum of Self-Study/Correspondence hours.
NY & SC Residents must register NO later than 2:00pm (Eastern Time) on or before September 11th, 2019. There will be no exceptions!
We're Changing Things Up!
Tuesday Night BBQ Country Bash
No need to go off-site, Tuesday night!
All attendees and sponsors are invited and will be joining in on this fantastic night!
Taking place on the Back Lawn, the live music of the Haywire Band will keep you rockin’ as you enjoy the taste of JW Marriott’s renowned Chef, Kurtis Dunston’s, Tennessee twist on Southern cuisine and drinks. Put your skills to the test playing backyard BBQ games and don’t be surprised if our Hit & Run Caricature artist captures you laughing and enjoying this fantastic night!
Late Night Lounge
Continue the Party!
For more fun with your peers, continue the night at the Lobby Bar!
Women in Pension Networking Event
The Women in Pensions Network (WiPN) is pleased to announce our PLANADVISER National Conference networking event in Orlando, FL on September 16th.
Monday Night Dinner Guest Speaker
Frank Caliendo
Comedian and Impersonator: Frank Caliendo
Monday, September 16, 2019
Comedian, actor, and impressionist Frank Caliendo has been making people laugh his entire life. He is well known for his impressions of famous personalities. On stage, Caliendo’s high energy act is a blend of observations, impressions, characters and anecdotal stories that start at a frenetic pace and never let up. Though Frank can be highly known for his variety of sports-related impressions, he makes his live shows appealing for everyone in attendance by continually including a little bit of every major genre—sports, political figures, and celebrities.
Invited Guest Speaker
Molly Bloom
Molly’s Game: The True Story of the Women Behind the Most Exclusive, High-Stakes Underground Poker Game in the World
Wednesday, September 18, 2019
Molly Bloom is an inspirational keynote speaker, entrepreneur, and bestselling author of Molly’s Game. She is best known for her memoir, Molly’s Game, which was adapted into an award-winning film of the same name by Aaron Sorkin. Bloom’s memoir chronicles her journey from college student to LA waitress to building and operating the largest and most notorious private poker game in the world. Her games featured hundreds of millions of dollars and players like Leonardo DiCaprio, Tobey Maguire, A-Rod, and Ben Affleck. Bloom was finishing her degree in Political Science from the University of Colorado–Boulder, and was in the process of applying to top tier Law Schools, when her assistant job turned her into an accidental entrepreneur, running one of the most exclusive, high-stakes underground poker games in the world, pulling in as much as $4 million per year. What happened next is where her story truly begins.
Fun Activities!
13th Annual PANC Golf Tournament
Advisers are invited to play in the Thirteenth Annual PANC Golf Tournament on Sunday, September 15th, at 1:00pm (tee-off). Warm up with two Ritz-Carlton golf pros at the driving range starting at noon. Please signify that you would like to participate on the registration page (space will be limited to the first 50 golfers).
Sponsored by Charles Schwab
PANC Fun Run
PLANADVISER will be hosting the fourth annual 5k Fun Run for all attendees. Runners will meet at Primo restaurant’s outdoor garden for a scenic 5k route along the hotel property. Attendees will receive gifts for participating, and top female and male runners will be awarded! Please signify that you would like to participate on the registration page. The run will take place rain or shine!
Sponsored by BlackRock, Capital Group | American Funds, Empower Retirement and T. Rowe Price.
Boot Camp
You are invited to join Barbara for a “not-your-everyday boot camp”. Barbara has been teaching fitness classes for over 35 years. Her classes combine the elements of cardiovascular strength and dynamic flexibility training. You will be provided with a towel, a mat and water. Shake up your fitness routine and join us by signifying you would like to participate on the registration page.
