We’re introducing an exciting new concept at the 2017 NAPA 401(k) Summit.
If you’ve been to the NAPA 401(k) Summit before, you’ll be familiar with the mix of workshops and general sessions, the networking, and dynamic keynote speakers.
This year we’re adding something we call a “Super Session” – four of them, to be exact.
The basic structural premise behind the Super Sessions is a point/counterpoint format. Not exactly a debate, but more an opportunity for expert voices who have different perspectives on key issues to “make the case” and engage in a discussion that expands and enriches understanding.
We call them “super” because they:
- Deal with the most significant issues facing advisors today
- Are general session size audiences with breakout session levels of interaction
- Bring together the perspectives of the industry’s top thought leaders
- Provide an active debate format
The topics of the Super Sessions are:
Tech-tonic Shifts – Where do technology and high-touch intersect – and collide?
Featuring Chris Costello CFP®, CEO & Co-Founder, blooom, inc. & Cynthia Loh, GM, Betterment for Business. Provocateur: Vincent Morris, President, Bukaty Companies Financial Services
Value, Added: Building a Better Value Proposition
Featuring: James J. Detterick CRPS® ARPC®, Managing Director, Morgan Stanley Wealth Management | Graystone Consulting, & Patrick E. Oberlander, CRPS, Financial Advisor, Sr. Retirement Plan Consultant, UBS Financial Services Inc. Featuring: Tom Kmak, Chief Executive Officer, Fiduciary Benchmarks
Living (and Working) in a Post-DOL Fiduciary Reg World
Featuring Bill Chetney, CEO GRP Advisor Alliance, GRP, & Edward O’Connor, Managing Director, Morgan Stanley. Provocateur: Joe Gill, Vice President Retirement Solutions, Prudential Investments
Investments: Under the Macro Scope
Featuring Claus TeWildt, Investment Director, Fidelity Investments & Stephanie Link; Managing Director, Active Portfolio Management, TIAA Investments, Provocateur: Alex Alexander G. Assaley, III AIF®, Lead Adviser, Retirement Plans, AFS 401(k) Retirement Services, LLC
Super Sessions – just one more innovative, interactive, engaging aspect of the nation’s retirement plan advisor convention. Don’t miss out – register today at http://napasummit.org!
PLEASE NOTE: Early registration ends Friday, February 17!