Event Dates
2015-11-04 - 2015-11-06
Venue
Organizer
Website
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