SUMMIT TALK #7

The second day of the 2018 NAPA 401(k) SUMMIT is just as good as the first. We’ve got workshops on social media, profitably working with small plans, keeping your pipeline full, the evolution of TDFs, and ethics – and that’s just the beginning. Check it out.

Social ‘Security’ – Winning Compliance-Friendly Social Media Strategies (WS09)

Innovative ways to build your business with compliance-friendly (yes, we said compliance-friendly) social media strategies!

Nevin Adams (Provocateur), Chief Content Officer, American Retirement Association
Spencer X. Smith, Principal, Spencerxsmith.com                

Small ‘Stuff’ – Secrets of Profitably Working with Small Plans (WS10)

What they lack in assets, may be made up in growth opportunities. Effective strategies for your practice, and how strategies for the small business owner can be a win-win.

Matthew Wolniewicz, AIFA (Provocateur), President, fi360
Michael Callahan, President, Edu4Retirement, Inc.
Randy Fuss, CFP®, Practice Management Consultant, CUNA Mutual Retirement Solutions
Tim Vershure, AIF, C(k)P, CWS, Senior Vice President, Lakeside Wealth Management

‘Pipe’ Dreams – Keeping Your Business Pipeline Full (WS11)

Prospecting for new business can be a time-consuming and frustrating, though necessary, process. However, there are ways of building – and promoting – your practice and expertise that can help fill your opportunity pipeline – ways to sell… without selling.

Grant Arends, AIF®, President, intellicents
Kristi Baker, Retirement Plan Specialist/Wealth Manager, CSI Advisory Services
Dori Drayton, CPA, CFP®, Partner, Plante Moran Financial Advisors, LLC

‘Evolving’ Doers – The Evolution of Target-Date Funds (WS12)

What are the trends that are shaping the next generation of target date funds? It’s been nearly a quarter century since the first target date funds were introduced – since then, much has changed, not the least of which is the ubiquitous positioning of TDFs on retirement plan menus, and their near monopoly as an investment default in those plans. Despite that growth, change has been slow to come to the category –­ but change is afoot ­ and a new “next” generation of target-date funds – and target date alternatives – has finally started to emerge.

Scott Matheson, CFA, CPA (Provocateur), Managing Director, Defined Contribution Practice Leader, CAPTRUST
Jerome Clark, Portfolio Manager, Multi-Asset, T. Rowe Price
Brian Cosmano, Vice President, Strategic Product Initiatives, Empower Retirement
Jeff Eng, CFA, Managing Director, Nuveen

Ethics ‘Cull’ – Ethics Best Practices for Your Best Practice (WS13)

NAPA members, like many other professionals, are subject to ethical standards, and this session will not only provide an overview of the NAPA Code of Ethics, it will include a review of case studies involving real-life scenarios to demonstrate how ethical standards are met. In sum, you’ll gain insights on best practices that can build up your practice while building a better practice. NOTE: Eligible for CPFA Ethics CE.

Bob Kaplan, Director of Technical Education, American Retirement Association

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