Defined Contribution Summit

Event Dates
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
Overview: The award-winning Orange County Convention Center (OCCC) goes the extra mile to make every day extraordinary by offering customer service excellence and industry-leading partnerships. From their dedicated in-house Rigging team to their robust Exhibitor Services, The Center of Hospitality brings your imagination to life by helping you host unforgettable meetings and events. With more than 2 million square feet of exhibit space, world-class services and a dream destination, we are committed to making even the most ambitious conventions a reality. In October 2023, the Orange County Board of County Commissioners voted to approve allocating Tourist Development Tax funding for the $560 million Phase 5A completion of the OCCC. The Convention Way Grand Concourse project will include enhancements to the North-South Building, featuring an additional 60,000 square feet of meeting space, an 80,000- square-foot ballroom and new entry to the North-South Building along Convention Way. “We are thrilled to begin work on completing our North-South Building which will allow us to meet the growing needs of our clients,” said OCCC Executive Director Mark Tester. “As an economic driver for the community, this project will provide the Center with connectivity and meeting space to host more events and continue to infuse the local economy with new money and expanding business opportunities.” Amenities: The Center of Hospitality goes above and beyond by offering world-class customer service and industry-leading partnerships. From the largest convention center Wi-Fi network to custom LAN/WAN design, the Center takes pride in enhancing exhibitor and customer experience.  The OCCC is the exclusive provider of electricity (24-hour power at no additional cost), aerial rigging and lighting, water, natural gas and propane, compressed air, and cable TV services. Convenience The Center is at the epicenter of the destination, with an abundance of hotels, restaurants, and attractions within walking distance. Pedestrian bridges connect both buildings to more than 5,200 rooms and is within a 15-minute drive from the Orlando International Airport. The convenience of the location goes hand-in-hand with top notch service to help meet an event’s every need. Gold Key Members The OCCC’s Gold Key Members represent the best of the best when it comes to exceptional service and exclusive benefits for clients, exhibitors and guests. The Center’s Gold Key memberships with Universal Orlando Resort, SeaWorld Orlando and Walt Disney World greatly enhance meeting planner and attendee experiences offering world-renowned venues, immersive experiences and creative resources for their events. OCCC Events: This fiscal year, the OCCC is projected to host 168 events, 1.7 million attendees, and $2.9 billion in economic impact.  The Center’s top five events during their 2022-2023 fiscal year included:  AAU Jr. National Volleyball Championships 2023 200,000 Attendees $257 Million in Economic Impact MEGACON 2023 160,000 Attendees $205 Million in Economic Impact Open Championship Series 2023 69,500 Attendees $89 Million in Economic Impact Sunshine Classic 2023 42,000 Attendees $54 Million in Economic Impact Premiere Orlando 2023 42,000 Attendees $108 Million in Economic Impact