Earlier this month, Tampa-based Calton & Associates, Inc. got their own game on with their first annual retirement symposium “K Day” following their national sales conference.
President of Retirement Amy Glynn got things rocking and rolling with an oversubscribed audience of 50 attendees and 14 sponsors. Franklin Templeton sponsored Emmy-nominated Gail Bucker, who enchanted and enlightened 200 attendees on the mysteries of Social Security and Medicare. And NAPA Communications Chief and industry maverick Nevin Adams kicked off the first-ever “K Day” with a bang.
The K Day agenda included a prospecting session with American Funds; a provider panel with PAi, Principal and Guardian; and an Allianz workshop on analyzing target-date funds and DOL requirements. The day ended with a hands-on panel led by Calton & Associates, Inc.’s two top retirement teams: Chris Hacker of Titan Advisors in Houston, Texas, recognized in 2015 as one of the top 40 retirement advisors by Financial Times, and Ryan DeGrau, representing east coast titan RMR Wealth Builders along with teammate and TPSU lecturer Stu Simchowitz.
Key management at Calton & Associates, Inc. includes Dwayne Calton, President, who founded the firm 27 years ago; Randy Ciccati, newly appointed CEO and former president of ING Wealth Solutions, who built out ING’s rollover solutions; and John Simmers, Co Vice Chair, who co-founded the Pension Resource Institute along with Amy Glynn and Jason Roberts.
“We are poised for growth. We are attracting advisors who are looking for a highly competent, high touch and flexible hybrid platform,” said Glynn. “We have advisors of all types. We are not looking for divas. We are looking for quality team oriented practices. Today our K Group represents over 80 advisors who are interested in growing their business and sharing ideas and best practices.”
Glynn continued: “Our message at this conference is that everyone should be in this business: refer, partner, be in it full-time or part-time. We can support it all and in fact there is really no avoiding once the fiduciary standard hits IRA land so they may as well get in the game now.”
For more information, contact Amy Glynn at [email protected] or (617) 834-0900.
