Defined Contribution Summit

Date
2015-11-04 - 2015-11-06
Event contact first name
Amanda
Event contact last name
Hagadorn
Email
amanda.hagadorn@bdpsummits.com
Event contact telephone number
585-319-3488
Description

The Defined Contribution Summit will give next generation financial advisors opportunity to meet and network with industry thought leaders, solution partners, and some of the most pioneering organizations in the world. This private gathering, held in a relaxed, yet focused business environment, will bring together +150 next generation plan servers and registered reps to originate ideas, collaborate on best practices, learn the hottest go to market strategies, and value ad services that drive DC plan participation and retention.

Attendee information
Jeffrey Justi, Founder ヨ Advanced Retirement Solutions Robert Antonio, President & Founder ヨ Antonio Financial Group Brandon Sherbert, COO ヨ Beacon Financial Group Greg Makowski, Founder / Managing Member ヨ CFS Investment Advisory Services Harris Nydick, Founding Partner/Managing Member ヨ CFS Investment Advisory Services Alan Goldfarb, Managing Director ヨ Concert Wealth Management Wade Pitts, Managing Director ヨ Fort Point Capital Partners Mitch Cook, Retirement Plan Consultant ヨ Honkamp Krueger Financial Services Kevin Dement, AVP/Director of Retirement Services ヨ Honkamp Krueger Financial Services Brian Cose, SVP/National Sales Manager ヨ Honkamp Krueger Financial Services John Darrah, CEO ヨ Honkamp Krueger Financial Services Sabrina Peterson, Retirement Plan Specialist ヨ KMS Financial Services, inc Rod Diaz, Retirement Plan Specialist ヨ McKinley Carter Wealth Services Richard Schwamb, Senior Financial Advisor Senior Vice President-Wealth Management ヨ Merrill Lynch Financial Advisor Timothy Friday, CEO ヨ Mid Atlantic Capital Group Rick Montejano, CEO ヨ Pacific Point Asset Management Jeffrey Mramor, Principal/Managing Director ヨ Pacific Point Asset Management Joe Connell, President ヨ Retirement Plan Partners Richard Busillo, President ヨ RTD Financial Advisors, Inc. Jessica Maldonado, Vice President ヨ Searcy Financial Services Deb Rosenberg, Retirement Consultant and Relationship Manager ヨ Stiles Financial Services Susan Stiles, Founder ヨ Stiles Financial Services John Osborn, Principal ヨ The Pension Professionals Gary Handler, SVP/RIA ヨ UBS Financial Services Adam Bechler, First Vice President ヨ Investments ヨ Wells Fargo Advisors Mohamed Shoukr, Associate Vice President ヨ Investments ヨ Wells Fargo Advisors

Partner Voices

Until recently, the opportunity to have a celebrity attend an event, attach themselves to a name-brand or endorse a certain product or idea was untouchable. The thought of paying a person to promote a product was seen as something only Fortune 500 companies could afford. Social media has changed all that with brands and businesses utilizing celebrity influencers to connect directly with their demographics and increase sales and profits.