2024 PLANADVISER Advisers in Conversation
Lunch
Opening Remarks
Alex Ortolani, Editor, PLANADVISER
The Evolving Retirement Plan Service Model – Industry leaders, including award winners, discuss how services are evolving to include broader discussions of plan design, outcomes and participant services.
Speakers
Leah Sylvester, Executive Partner|President-Retirement Plans, Shepherd Financial
Joe DeBello, Vice President, CAPTRUST
Service Models – Attendees break into groups to discuss current best practices in serving plan sponsors, plan participants, 403(b) plans, MEPs, PEPs and small business retirement plans.
Facilitators
Sean Kelly, Vice President, Financial Advisor, Heffernan Financial Services
Phil Sherman, Senior Retirement Plan Consultant, Deschutes Investment Consulting LLC
Kim Cochrane, Director, Client Services, HUB International
Megan Warzinski, Managing Director, HB Retirement
Break
The Advisory Business in 2024 and Beyond – Industry leaders, including award winners, discuss retirement and advisory industry challenges.
Speakers
Chuck Williams, CEO, Finspire, LLC
Janine Moore, Senior Vice President, Retirement Practice Leader, HUB Retirement and Wealth Management
The Advisory Industry Practice Challenges and Opportunities – Attendees break into four groups to discuss: adviser team structure and mentorship; hiring and diversity, equity and inclusion; succession planning; and retirement income and post-retirement wealth management.
Facilitators
Andrew Cleary, Partner, SFP Wealth
Kristi Baker, Managing Director, CSi Advisory Services
Barnaby W. Horton, Founder and Managing Partner, The Horton Team at Merrill Lynch
Shelly Horwitz, Managing Director, Pensionmark
A Conversation With BlackRock’s Head of Retirement Solutions
While you’re in New York City, enjoy the chance to chat with Nick Nefouse, Global Head of Retirement Solutions and Head of Lifepath at BlackRock, one of the country’s largest defined contribution investment providers. BlackRock just recently announced the availability of its guaranteed income solution LifePath Paycheck.
Speaker
Nick Nefouse, Global Head of Retirement Solutions and Head of Lifepath, BlackRock